Regina Rudnick
Experienced financial services professional fortunate to love what I do! PEAK & Thurston Springer
- Role
- President at Peak
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Regina Rudnick
I have a deep history in the financial services industry and I have a tremendous amount of respect for what it takes to deliver the right client experience. I am passionate about building true partnerships with advisors, and helping them grow their businesses. I really enjoy the connectivity that stems from a supportive culture.An essential part of my role is setting the tone for the overall experience, and I believe that remaining actively engaged with advisors, focus groups and industry partners, with open-minded dialogue and mutual respect, allows us to gauge perceptions, as well as identify opportunities and areas of improvement, and to resolve issues quickly. My temperament is open-minded and I foster a collaborative, solutions-oriented environment. I genuinely enjoy motivating, investing in and empowering others, in part by helping them see how meaningful their contributions are to the greater good.Over the years, I have gained a valuable, global perspective of the independent broker-dealer & RIA community, and I have extensive knowledge of the retirement market.Skill highlights:• Relationship management, marketing & communications • Business development & education• Recruiting & succession planning• Consulting & coachingCertifications: FINRA Series 6, 7, 24, 26, 63I am a University of Florida graduate (Magna Cum Laude), recognized as the Outstanding Student Scholar from the Warrington College of Business Administration.
Experience
President
Mar 2023 — Present · Palm Beach Gardens, FL, US
Education
University of Florida - Warrington College of Business
BSBA, Marketing, Management
Skills
- Consulting
- Training & Development
- Retirement Planning
- Finra Series 7
- Leadership
- Relationship Management
- Marketing Strategy
- Finra Series 63
- Analytical Skills
- Customer Service
- Strategic Planning
- Strategy
- Business Development
- Communications
- Wealth Management Services
- Retirement
- Team Motivation
- Solution Architecture
- Finra Series 24
- Program Development
- Management
- Marketing
- Project Management
- Strategic Partnerships
- Strategic Communications
- Mutual Funds
- Financial Services
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