Peak Capital Investment Services
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11 Peak Capital Investment Services employees in database. Find out everything there's to know about Peak Capital Investment Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Peak Capital Investment Services Employees
Morten Beyer & Agnew September 2015 - Present
PwC January 2015 - September 2015
PwC January 2014 - March 2014
SaaS Consulting Group June 2012 - August 2012
The Law Offices of Judy A. Leecraft & Associates, P.C. June 2011 - August 2011
Peak Capital Investment Services June 2010 - July 2010
Skills
Financial Modeling, Enterprise Valuation, Due Diligence, Microsoft Excel, Route Analysis, Asset-backed..., Regression Analysis, Aircraft Finance, US GAAP, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master in Professional Accounting, Accounting
The University of Texas at Austin 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
The Chinese University of Hong Kong 2013 — 2013
Chinese Business Practices and International Taxation
United Capital Financial Advisers October 2011 - Present
Girard Securities October 2011 - Present
Peak Capital Investment Services April 2002 - October 2011
Skills
Independent Financial..., Retirement Income..., Asset Management, Risk Management, Retirement Planning, Wealth, Retirement, Financial Advisory, Asset Managment, Finance, Strategic Financial..., IRAs, Wealth Management, Investment Strategies, Investments, Securities, Strategic Planning, Portfolio Management, Asset Allocation, Investment Management
Education
Oklahoma State University 1993 — 1997
BS, Finance
Verizon July 2013 - Present
Community Impact Newspaper July 2013 - August 2013
Verizon June 2012 - August 2012
Peak Capital Investment Services 2011 - 2011
Skills
Strategy, Social Media, Multicultural Marketing, Direct Sales, Account Management, Marketing, Social Media Marketing, Social Networking, Marketing Communications, Online Advertising, Public Relations, Advertising, Sales, Online Marketing, Direct Marketing, SEM, Digital Marketing, SEO, Media Relations, Salesforce.com, Facebook, Customer Service, Marketing Strategy, Email Marketing, InDesign, Adobe Creative Suite
Education
Texas Tech University 2008 — 2013
Media and Communications, Advertising
Texas Tech University 2008 — 2013
Bachelor of Science in Advertising
AT&T April 2014 - Present
Hilton Worldwide September 2013 - March 2014
Aqua Adventures dba CrazyScuba.com August 2005 - March 2014
Zurich North America June 2012 - September 2013
Baron & Budd, P.C. May 2011 - December 2011
Real Time Resolutions LLC March 2011 - May 2011
Peak Capital Investment Services April 2010 - November 2010
Richland College May 2008 - November 2010
Skills
Customer Service, Public Speaking, Training, Analysis, Research, Investments, Risk Management, Leadership, Non-profits, Budgets, Strategic Planning, Microsoft Excel, Program Management, Marketing, Management, CRM, Entrepreneurship, Sales, Microsoft Office, Strategy, Team Building, Process Improvement, Team Leadership, Negotiation
Education
The University of Texas at Dallas - School of Management 2008 — 2010
Bachelor of Science, Business Administration/Entrepreneurial Management, 3.372
Dallas County Community College 2002 — 2004
Associate of Science, Biology, 3.5
United Capital Financial Partners, Inc October 2011 - Present
Peak Capital Investment Services February 2007 - October 2011
Jones Securities/Jones Intercable April 1985 - December 2002
Skills
Excellent Client..., Proven Problem Solving..., High Organizational..., oTeam..., oSuccessful..., oWorking knowledge of...
Education
Columbus College of Art & Design
United Capital Financial Partners, Inc October 2011 - Present
Girard Securities October 2011 - Present
DEVCO Financial LLC March 2013 - Present
Brian Lee & Franklin Co August 2009 - Present
Peak Capital Investment Services July 2008 - Present
LPL Financial January 2008 - October 2011
Collaborative Wealth Management January 2008 - July 2008
Skills
Wealth Management, Retirement Planning, Asset Management, Securities, Wealth Management..., Wealth, Financial Planning, Investments, Finance, Risk Management, Strategic Financial..., Strategic Planning, Investment Banking, Private Equity, Financial Planners, Insurance, Tactical Asset..., Investment Strategies, Portfolio Management, Private Equity/Venture..., Series 7, Estate Planning, Financial Analysis, Asset Allocation, Equities, Investment Advisory, Trading, New Business Development, Financial Management, Financial Modeling, Retirement, Retirement Income..., Wealth Preservation, Income Generation, Rollovers, Roth IRA, IRA Rollovers, 401k Rollovers, IRA's, 401k, Investment Selection, Retirement Plan..., Separately Managed..., Options Strategies, Institutional Investors, Stocks, Alternative Assets, Series 63, Series 65, Cash Flow
Education
Baylor University 2002 — 2007
BA, Business; Corporate Communications
Baylor University - Hankamer School of Business 2002 — 2007
BA, Business; Corporate Communications
Great-West Life and Annuity Insurance Company March 2013 - Present
Great-West Life and Annuity Insurance Company February 2011 - March 2013
Great-West Life and Annuity Insurance Company November 2008 - February 2011
LILES AGENCY January 2008 - November 2008
Peak Capital Investment Services January 2003 - January 2004
LIBERTY FUND SERVICES January 2003 - January 2004
ING SECURITY LIFE OF January 1996 - January 2002
Skills
Securities, Finance, Financial Services, Leadership, Analysis, Customer Service, Management, Mutual Funds, Accounting, Insurance, Social Media, Communication
Education
University of Colorado Denver 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley July 2012 - Present
Monarch Advisory Group September 2011 - June 2012
Peak Capital Investment Services January 2011 - August 2011
Northwestern Mutual April 2010 - September 2010
Snow Creek Ranch May 2010 - August 2010
Skills
Insurance, Financial Analysis, Customer Relations, Small Business, Series 7, Series 66, Marketing Strategy, Spanish, Social Media, Personal Finance, Financial Planning, Microsoft Office, Excel, Salesforce.com, Leadership, Sales, Marketing, Finance
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Marketing, 3.9
Universidad Pablo de Olavide 2010 — 2010
North Star Resource Group April 2005 - Present
Peak Capital Investment Services May 2004 - June 2005
Education
Colorado State University
Certification, Project Management
Jackson National Life February 2008 - August 2009
Peak Capital Investment Services April 2006 - February 2008
Northwestern Mutual Financial Network January 2005 - April 2006
Education
Chapman University 2001 — 2004
BA, Technical Theatre
Kent State University 2000 — 2001
General Studies
Wheat Ridge High School 1996 — 2000
Diploma, General Studies
United Capital Financial Advisers, LLC April 2015 - Present
United Capital Financial Advisers, LLC June 2013 - April 2015
United Capital Financial Advisers, LLC February 2012 - May 2013
Peak Capital Investment Services January 2011 - February 2012
Regale Services May 2010 - February 2011
FC Andorra January 2004 - December 2004
Gimnasia y Esgrima La Plata January 2000 - December 2003
Skills
Financial Analysis, Office Administration, Microsoft Excel, Customer Service, Executive..., Budgets, Insurance, Financial Services, Athletics, Soccer
Education
Dallas Baptist University 2009 — 2010
BS, Finance & Management
Politecnica #703 Puerto Madryn, Chubut Patagonia Argentina 1998 — 2002
Semi Professional Soccer Player, Athlete