Michelle Rudd

Michelle Rudd Email and Phone Number

Partner and Family Wealth Advisor at Summit Trail Advisors @ Summit Trail Advisors
new york, new york, united states
Michelle Rudd's Location
Seattle, Washington, United States, United States
Michelle Rudd's Contact Details

Michelle Rudd personal email

n/a
About Michelle Rudd

Michelle joins Summit Trail Advisors as a partner to advise successful executives, entrepreneurs, and business owners in all aspects of wealth management. With a passion for helping multi-generational families solve complex family governance issues, over the course of a 30-year career she has developed the skills and experience enabling her to fulfill her clients’ needs and goals. Michelle opened the Seattle office for Summit Trail Advisors in July of 2019.Michelle is the 2018 Board Chair for Seafair and has served in various leadership roles with Villa Academy, Sigma Kappa Advisory Board and as a Girl Scout Troop Leader. Michelle enjoys cheering for Seattle sports teams and traveling with her husband, son and daughter.

Michelle Rudd's Current Company Details
Summit Trail Advisors

Summit Trail Advisors

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Partner and Family Wealth Advisor at Summit Trail Advisors
new york, new york, united states
Website:
summittrail.com
Employees:
57
Michelle Rudd Work Experience Details
  • Summit Trail Advisors
    Partner And Family Wealth Advisor
    Summit Trail Advisors Jul 2019 - Present
    Greater Seattle Area
    Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Today, we are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms.
  • Wells Fargo Private Bank
    Senior Vice President And Wealth Advisor
    Wells Fargo Private Bank Oct 2002 - Jul 2019
    Greater Seattle Area
  • Axa Advisors, Llc
    Financial Advisor
    Axa Advisors, Llc 2001 - 2002
    Greater Seattle Area
  • Bank Of America
    Vice President
    Bank Of America 1989 - 2001
    Greater Seattle Area

Michelle Rudd Skills

Financial Analysis Risk Management Wealth Management Asset Management Banking Crm Commercial Lending Credit Finance Investments Leadership Loans Management Mortgage Lending Portfolio Management Public Speaking Small Business Strategic Financial Planning Financial Planning Customer Relationship Management

Michelle Rudd Education Details

Frequently Asked Questions about Michelle Rudd

What company does Michelle Rudd work for?

Michelle Rudd works for Summit Trail Advisors

What is Michelle Rudd's role at the current company?

Michelle Rudd's current role is Partner and Family Wealth Advisor at Summit Trail Advisors.

What is Michelle Rudd's email address?

Michelle Rudd's email address is mi****@****air.com

What schools did Michelle Rudd attend?

Michelle Rudd attended University Of Washington, University Of Washington - Michael G. Foster School Of Business, The University Of Chicago Booth School Of Business.

What skills is Michelle Rudd known for?

Michelle Rudd has skills like Financial Analysis, Risk Management, Wealth Management, Asset Management, Banking, Crm, Commercial Lending, Credit, Finance, Investments, Leadership, Loans.

Who are Michelle Rudd's colleagues?

Michelle Rudd's colleagues are Louis Filippelli, Alex Shapses, Jerry Lucas, Tobit Powell, Kevin C. Curtis, Cfp®, Aep®, Peter Gambee, Tony Morel.

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