Investment Counselor
Current
Oct 2024 - Present
AeroLeads people directory · profile
William Peacock Email & Phone Number
Investment Counselor | Bachelor of Science in Economics
at
Fisher Investments
1 work email found
@alight.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Investment Counselor | Bachelor of Science in Economics
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is William Peacock? Overview
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Quick answer
William Peacock is listed as Investment Counselor | Bachelor of Science in Economics at Fisher Investments, a company with 2996 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at alight.com and a matched LinkedIn profile for William Peacock.
William Peacock previously worked as Investment Counselor at Fisher Investments and Financial Advisor at Alight Solutions. William Peacock holds Bachelor Of Science - Bs, Economics from Southern Utah University.
Company email context
Email format at Fisher Investments
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{first}.{last}@alight.com
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AeroLeads found 1 current-domain work email signal for William Peacock. Compare company email patterns before reaching out.
Profile bio
About William Peacock
I have taken an emphasis in my education and career on finance and business analytics. By acting in the investment and banking worlds, I have immersed myself in everything that is finance and have a wide array of skills that will be useful as an employee involved in all fields of finance. I have a working knowledge of accounting principals, credit analysis, investment evaluation, budgeting, market analysis, and many more topics. Please reach out so I can show you why I would be an excellent addition to your team or business.
Listed skills include Leadership, Microsoft Office, Management, Microsoft Word, and 4 others.
Current workplace
William Peacock's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
9 roles
William Peacock work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Dec 2021 - Sep 2024
Corporate Action And Settlement Specialist
Jul 2021 - Dec 2021
Registered Representative
Prospect and provide financial products to new and existing clientsCreatively design and implement financial plans and strategiesAnalyze investments and organize into portfolios based on risk tolerance and needsWork independently to maintain self-employed business and clientele
Apr 2021 - Jul 2021
Loan Officer Ii
Work alongside client to analyze accounts to recommend and implement solutionsFollow up with and keep track of many client accountsMeet monthly goals to offer and implement loan products and solutionsExceed multiple monthly, quarterly, and annual goals in a sales atmosphere
May 2018 - Dec 2020
Investment Scholars Managing Director
Through D.A. Davidson, Southern Utah University receives $50,000 with which the Investment Scholars invest and create a portfolio. In order to manage that portfolio, the scholars work with SUU alumni to make and present stock pitches. As Managing Director, one scholar assists to organize and maintain the investment scholars group as a whole.
May 2017 - May 2019
Financial Analyst Intern
Heaton Financial
Collect and conduct stock research and data for advisor useCreate reports on market analysis for client accountsAnalyze portfolio construction and performanceResearch corporate functions and board operations for investment use
Apr 2018 - Aug 2018
Direct Support Staff
Work with mentally disabled individuals to live out life to the fullest extent possible. Cares for individuals by Administering medications, handling individuals' budgets, performs social skills trainings, cleans, helps prepare meals, and performs state guided restraints if necessary.
Feb 2016 - May 2018
Research Assistant
Governor Leavitt'S Book
Working as an assistant to former governor of Utah Michael O Leavitt to compile information and complete research to go towards the writing of the Governor's book covering his time in office.
Nov 2017 - Apr 2018
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
JC
Joshua Cleason
Colleague at Fisher Investments
Frisco, Texas, United States, United States
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GA
Golnar Abolghasemi
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
CM
Christopher Mcmahon
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
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EG
Eric Guetterman
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
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NH
Nicholas Heath
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
MV
Matt Voell
Colleague at Fisher Investments
Denver, Colorado, United States, United States
View →
MB
Marray Bailey
Colleague at Fisher Investments
Richmond, Virginia, United States, United States
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RP
Rachel Peterson
Colleague at Fisher Investments
Portland, Oregon, United States, United States
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CF
Cella Flores
Colleague at Fisher Investments
Beaverton, Oregon, United States, United States
View →
PS
Paul Shirley
Colleague at Fisher Investments
Addison, Texas, United States, United States
View →
Joshua Cleason
Colleague at Fisher Investments
Frisco, Texas, United States, United States
View →
GA
Golnar Abolghasemi
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
CM
Christopher Mcmahon
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
View →
EG
Eric Guetterman
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
View →
NH
Nicholas Heath
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
MV
Matt Voell
Colleague at Fisher Investments
Denver, Colorado, United States, United States
View →
MB
Marray Bailey
Colleague at Fisher Investments
Richmond, Virginia, United States, United States
View →
RP
Rachel Peterson
Colleague at Fisher Investments
Portland, Oregon, United States, United States
View →
CF
Cella Flores
Colleague at Fisher Investments
Beaverton, Oregon, United States, United States
View →
PS
Paul Shirley
Colleague at Fisher Investments
Addison, Texas, United States, United States
View →
2 education records
William Peacock education
Bachelor Of Science - Bs, Economics
Education record
Saugus High School
FAQ
Frequently asked questions about William Peacock
Quick answers generated from the profile data available on this page.
What company does William Peacock work for?
William Peacock works for Fisher Investments.
What is William Peacock's role at Fisher Investments?
William Peacock is listed as Investment Counselor | Bachelor of Science in Economics at Fisher Investments.
What is William Peacock's email address?
AeroLeads has found 1 work email signal at @alight.com for William Peacock at Fisher Investments.
Where is William Peacock based?
William Peacock is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fisher Investments.
What companies has William Peacock worked for?
William Peacock has worked for Fisher Investments, Alight Solutions, Associated Bank, Grove Point Financial, and Mountain America Credit Union.
Who are William Peacock's colleagues at Fisher Investments?
William Peacock's colleagues at Fisher Investments include Joshua Cleason, Golnar Abolghasemi, Christopher Mcmahon, Eric Guetterman, and Nicholas Heath.
How can I contact William Peacock?
You can use AeroLeads to view verified contact signals for William Peacock at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did William Peacock attend?
William Peacock holds Bachelor Of Science - Bs, Economics from Southern Utah University.
What skills is William Peacock known for?
William Peacock is listed with skills including Leadership, Microsoft Office, Management, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, and Strategic Planning.
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