Vickie Seitner and Scott Wood will be responsible for advising members on day-to-day practice management issues, helping Peak Advisor Alliance advisors to grow and improve their businesses, and add value to existing client relationships.
Seitner has over 18 years of experience in management and consulting. Prior to joining Peak Advisor Alliance, she founded her own coaching company where she provided professional, career transition, and personal development coaching to individuals at all levels. Additionally, Seitner spent over 10 years in human resources at Charles Schwab where she was responsible for hiring, training, and managing new employees. She became an accredited Coach through the International Coach Federation (ICF) and is an active member of the Society for Industrial and Organizational Psychology, Inc. (SIOP), the Human Resource Association of the Midlands (HRAM), the Society for Human Resource Management (SHRM), the Psychological Association (APA), and the International Coach Federation (ICF). Seitner earned her Master of Science in Industrial/Organizational Psychology and her Bachelor of Arts from the University of Nebraska at Omaha.
Wood has over 20 years of experience in financial services, working closely with Mutual of Omaha’s registered representatives and financial advisors to build their businesses with a focus on asset allocation analysis and fee-based transitions. He has extensive experience in coaching and training advisors in areas including presentation skills, sales concepts, accumulation and distribution strategies, relationship management, marketing, and value positioning. He has earned two designations from the College for Financial Planning and holds Series 6, 63, 65, 26 & 51 securities licenses. Wood earned a Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Nebraska at Kearney.
“With their extensive industry experience and knowledge, we are thrilled to have Vickie and Scott join the Peak Advisor Alliance team,” said Steve Sanduski, Managing Partner. “Both are committed to our advisor members, working with them to identify the visions that move clients to action, communicate their value, and implement formal processes in everyday business.”
Read this article from Registered Rep magazine featuring Vickie and Scott.