Helene Rude, Fpqp® Email & Phone Number

Harrison, Ny, Us

San Diego, Ca, Us

Throughout my career I have always found that helping people - ranging from their technology strategies, to career transitions, to starting new businesses - has been what I derived the most satisfaction and fulfillment from.I joined my husband's financial planning and wealth management firm in 2018 and have never looked back. Initially working "behind the scenes" on marketing and operations projects I came to realize that I wanted to bring my passion for helping others to this business. Over time I've learned that I can leverage my work and life experience to help our clients on their own unique journeys. First pursuing my FPQP® and then my Series 7 and 66, and now embarking on my CFP® certification I'm excited to take on a more direct role doing what I love the most - helping people - bring clarity and simplicity to their financial lives.At Stratos Private Wealth, our advisors help our clients plan for their futures so they can live more fully today.Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.

Poughkeepsie, Ny, Us

Through the Cloud Computing and Analytics Center (CCAC) Marist offered world-class, game-changing technologies and technological expertise to entrepreneurs and small- to mid-sized businesses to enhance their competitive position and help them grow. Small businesses had the opportunity to work with Marist's expert faculty to scope, size, and manage projects that were ultimately staffed with top-notch students.For large enterprises, Marist offloaded projects that stayed on the "to do" list for too long, and provided sandbox environments for student-staffed projects while helping them to build talent pipelines in those "hard to find" skill areas.I was responsible for networking with businesses large and small to identify and close opportunities.

New York, New York, Us

The Opportunity Lab is a strategy and leadership development firm that empowers leaders to build great companies. Through the "Culture of Opportunity" process, OppLab offered strategic assessments and workshops that inspired change for growth.At the Opportunity Lab I was responsible for revamping operations to provide a runway for growth, and to instantiate business controls that protected the assets of the company. With the operational house in order, I was invited to help OppLab re-envision its growth and business development strategy.

Armonk, New York, Ny, Us

Responsible for driving $15M+ in signings revenue for IBM Integrated Technology Services to major financial institutions including Morgan Stanley, MetLife, FannieMae and BNY Mellon. I represented the entirety of the IBM services portfolio including Cloud, Security, Networking, Mobility, Disaster Recovery, Data Center and End User Services. As opportunities were identified and validated, I worked across an extended, matrixed team of service offering experts to move the opportunities through to closure and execution.

New York, New York, Us

This role was a departure from a career in technology that embodied the notion of "talent in transition". I was given the opportunity to deploy my networking, communication, organizational, and program management expertise to help other professionals in transition figure out "what's next" by immersing them in the world of entrepreneurship. In the entirety of my career, it is the role I am most proud of.I developed and executed programs that helped grow New York City’s (NYC) entrepreneurial community (FastTrac), and put displaced executives back to work (JumpStart NYC). Working with my extended team of both permanent employees and adjunct faculty we: • Won bids with the NYC Economic Development Corporation and Department of Small Business Services to run JumpStart NYC and FastTrac respectively.• Consistently exceeded program satisfaction targets by taking a client-centric view, and making innovative and creative improvements across all programs based on participant and faculty feedback.• Maintained extremely high retention rates.• Created an ecosystem of 600+ entrepreneurial companies for JumpStart NYC program to support the action learning phase of the program• Raised program visibility through appropriate local advertising, marketing collateral, networking and use of social media• Educated 2400+ FastTrac participants and 600+ JumpStart NYC participants resulting in new jobs for NYC and a strong, dedicated alumni base for SUNY Levin Institute• Created 500+ jobs to date in New York City through FastTrac and JumpStart NYC programs

Armonk, New York, Ny, Us

Business Development Manager, IBM Executive Business Institute (EBI) (2005 – 2009) Directed all aspects of business development and sales for IBM’s Executive Business Institute (EBI) – including marketing, communications, cross-selling strategy development, pricing, lead generation, proposal creation, contract negotiations and closing sales.• Doubled sales to external clients in one year by creating and executing an effective communications strategy • Built strong customer relationships - leading to repeat business and referrals - by understanding clients’ disparate needs, then leveraging EBI’s portfolio of educational offerings and intellectual capital to develop custom executive education programs• Increased revenue per engagement through operational improvements to both pricing and offering management models.

Armonk, New York, Ny, Us

Sales Execution (Operations) Manager, America’s Competitive Sales and Open Infrastructure Offering (OIO) (2004 – 2005)Sales Execution and Operations Manager for America’s Competitive Sales and OIO team; $1.4B+ business unit within IBM Americas Systems Sales organization.

Bs, Mis And Marketing

Education record