Peak Capital Investment Services

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Peak Capital Investment Services Employees

Employee
Years
Job
Industry
Michael Rubinett Michael Rubinett Washington D.C. Metro Area Details
Michael Rubinett's Peak Capital Investment Services Experience June 2010 - July 2010
Job Financial Analyst at Morten Beyer & Agnew
Industry Financial Services
Experience
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

Brandon Ross, CFP® Brandon Ross, CFP® Dallas/Fort Worth Area Details
Brandon Ross, CFP®'s Peak Capital Investment Services Experience April 2002 - October 2011
Job Managing DirectorUnited Capital Financial Advisers
Industry Financial Services
Experience
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

Ryan Burrus Ryan Burrus Dallas/Fort Worth Area Details
Ryan Burrus's Peak Capital Investment Services Experience 2011 - 2011
Job at
Industry Marketing and Advertising
Experience
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

Bob Polasek Jr Bob Polasek Jr Kahului, Hawaii Details
Bob Polasek Jr's Peak Capital Investment Services Experience April 2010 - November 2010
Job Telecommunication Sales Consultant at AT&T
Industry Telecommunications
Experience
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

Karen Kubicek Karen Kubicek Littleton, Colorado Details
Karen Kubicek's Peak Capital Investment Services Experience February 2007 - October 2011
Job Administrative/Relationship Manager at United Capital Financial Partners, Inc
Industry Financial Services
Experience
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

Lee Swinford Lee Swinford Dallas/Fort Worth Area Details
Lee Swinford's Peak Capital Investment Services Experience July 2008 - Present
Job Wealth Adviser at United Capital
Industry Financial Services
Experience
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

Jessica Cripps Jessica Cripps Parker, Colorado Details
Jessica Cripps's Peak Capital Investment Services Experience January 2003 - January 2004
Job Securities Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
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

Chloe Hansen Chloe Hansen United States Details
Chloe Hansen's Peak Capital Investment Services Experience January 2011 - August 2011
Job Registered Marketing Associate at Morgan Stanley
Industry Marketing and Advertising
Experience
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

Janet Wojcik Janet Wojcik Portland, Oregon Area Details
Janet Wojcik's Peak Capital Investment Services Experience May 2004 - June 2005
Job Compliance Officer
Industry Financial Services
Experience
North Star Resource Group  April 2005 - Present
Peak Capital Investment Services   May 2004 - June 2005

Education
Colorado State University
Certification, Project Management

Erin Mangold Erin Mangold Greater Denver Area Details
Erin Mangold's Peak Capital Investment Services Experience April 2006 - February 2008
Job Administrative/Executive Assistant
Industry Investment Management
Experience
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

Diego Morcillo Diego Morcillo Boca Raton, Florida Details
Diego Morcillo's Peak Capital Investment Services Experience January 2011 - February 2012
Job Client Service Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
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