Donald Rudd, FPQP™

Donald is a Senior Client Service Associate at RTD Financial. Donald joined the firm in this role in April 2021. His primary role is to work closely with the Financial Planners to help meet all client requests and inquiries in a timely manner.

Prior to joining RTD, Donald worked as a Senior Operations Analyst at SEI Investments. Donald graduated from Nichols College with a Bachelor of Science in Business Administration with focuses in finance, marketing, and management. While at Nichols College, Donald played for the Men’s Ice Hockey team, served as VP of Student Advocacy, and received the Nichols College Community Service Leadership award.

Donald currently lives in Philadelphia where he continues to enjoy coaching and playing ice hockey in his spare time. He enjoys keeping active and loves to go to the beach in the summer.

Getting to know Donald

What do you enjoy most about working at RTD?

RTD has an extremely welcoming environment. From day one I have felt that I belonged and my coworkers make working feel a little less like work.

What makes you good at what you do?

I feel that my consistency and persistence are what contribute to my best work habits. The less you have to go back and fix mistakes, the better you can service the needs of the clients.

What’s the best piece of advice you’ve received?

Have fun! Growing up playing hockey at the highest level, came with a high level of stress. My father’s advice was just to have fun because that’s when we perform our best. I continue to live by this mantra and carry it over to work with my positive attitude, even during stressful times.

What’s the most exciting vacation you’ve taken?

My favorite vacation was when I travel to Punta Cana in the Dominican Republic to be a part of my best friend’s wedding. To be in that beautiful environment, while witnessing my childhood best friend marry the love of his life, was something truly special that I will cherish forever.

What personal accomplishment are you most proud of?

While at Nichol’s College, I was awarded the Nichols College Community Leadership Award. Community Service has always been a big part of my life. I continue to give back by coaching ice hockey at the Ed Snider Youth Hockey Foundation and I love every second of it.

Professional Designations & Memberships

Financial Paraplanner Qualified Professional