People Moves
Peak Advisor Alliance Names Executive Business Coaches
Peak Advisor Alliance, the Nebraska-based financial advisor coaching firm, has appointed Vickie Seitner and Scott Wood as executive business coaches, effective immediately.
Seitner has over 18 years of experience in management and consulting. Prior to Peak, she founded her own coaching company, and also spent 10 years in human resources at Charles Schwab, the investment services firm.
Wood brings 20 years of financial services experience to his new position and previously worked with Mutual of Omaha's registered representatives and financial advisors to build their businesses. In his new role, he is focused on asset allocation analysis and fee-based business.
Both will be responsible for advising members of Peak Advisor on day-to-day practice management issues and adding value to existing client relationships, the company said in a statement.
Peak Advisor Alliance has around 800 advisor members.