George Peacock work email
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George Peacock personal email
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FinTech Entrepreneur | Financial Services Expert | Author | Alumni Leader•Co-founder/CEO, NeoMana Labs: Pioneering community-branded and focused payment network, rewards & loyalty platform.•35+ years in financial services: Portfolio management, retirement planning, and executive benefits, business development. Chief Compliance Office.•FinTech expertise: SME for investment and financial planning app; Co-founder of Ephus, an educational financial planning platform•Author: Co-authored "The 3 Simple Rules of Investing" (Berrett Koehler, 2014); Blog content for Compendium Financial Advisory and Euclid Investment Advisory•Alumni leadership and service: Former Board Member Georgetown University. Past President, Georgetown University Alumni Association; ; John Carroll and Gaston Awards recipient.•Professional background: Investment advisor since 1987; Experience in FinTech and MedTech startupsEducation: BA in English, Georgetown University•Unique interests and activities: Stand-up comedy, acapella singing, and bitcoin/lightning/taproot assets
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Chief Executive OfficerNeomana Labs Mar 2023 - PresentChapel Hill, North Carolina, UsEmpowering Local Businesses and Communities through our revolutionary dual-purpose platform:Payment Network: • Slashing transaction processing fees by 50-75%, significantly reducing operational costs for independent businesses.Rewards & Loyalty Program: • Gamified rewards to attract and retain community users • Levels the playing field for local businesses competing against national chainsNeoPay: Strengthening local economies through innovative financial technology. -
The 3 Simple Rules Of InvestingBook Co-Author Mar 2014 - PresentCo-Author: The 3 Simple Rules of Investing: Why Everything You've Heard About Investing Is Wrong and What To Do Instead. This groundbreaking book:•Demystifies personal finance by exposing common industry myths and misconceptions•Empowers readers to navigate the world of investing with confidence•Provides a straightforward framework for creating effective, low-cost portfolios•Offers actionable strategies to optimize financial planning and wealth management•Exposes and shatters conventional wisdom, enabling smarter, more informed financial decisionsEssential reading for anyone seeking to take control of their financial future and build long-term wealth without falling prey to industry pitfalls."I've finished the book and found it fascinating. ... you have written a book brimming with truths that investors need to know in a form that it highly accessible. I hope that it is widely read." -- Economics/Finance Nobel Laureate
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Standup ComedianCocktails & Comedy And General Audiences Jan 2017 - Dec 2022
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Documentation Specialist & Business Line StrategyBiomechact Jan 2020 - Jul 2021
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Investment Advisor Representative And SmeCompendium Finance, Llc Apr 2014 - Dec 2018Financial Education and Compliance Leadership at Compendium Finance•Dual role: Subject Matter Expert and Chief Compliance Officer•Mission: Demystifying complex financial concepts for the public•Key focus areas: •Challenging mainstream financial strategies •Clarifying misconceptions about asset allocation •Debunking myths surrounding portfolio rebalancing •Elucidating the realities of tax loss harvesting•Regulatory status: SEC Registered Investment Advisor•Technology integration: Served as Advisor to plynty, an innovative financial planning mobile app•Impact: Bridged the gap between complex financial theory and practical, accessible advice for everyday investorsLeveraged expertise to enhance financial literacy while ensuring regulatory compliance in the evolving FinTech landscape.
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The 3 Simple Rules Of Investing BlogBlog Co-Author Mar 2014 - Dec 2018The 3 Simple Rules of Investing was a daily blog about investing, Wall Street, the financial services industry, economics, and the myths, lies, and half-truths often told and believed about investing and forecasting. As always, we seek to make things as simple as possible, but no simpler. PDF available
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PrincipalEuclid Investment Advisory Nov 2008 - Dec 2017Managed portfolios for individuals, families, and institutions. Created and managed the Purchasing Power Portfolios. Through partner company the National Employer Retirement Trust (NERT), Euclid assisted business owners design, implement, and manage their pension and 401(k) plans, and assisted in maximizing the tax deductible contributions to their plans.
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Vice PresidentU.S Trust And Bank Of America Private Bank May 2005 - Sep 2008Served as business development officer, asset allocation strategist, financial planner, and relationship manager for clients of US Trust and then Bank of America Private Bank. Worked on asset allocation and manager/index fund/ETF selection for clients. Also assisted clients with financial planning objectives to make certain that their portfolios were aligned with their goals.
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Senior Vice PresidentFriedman Billings & Ramsey (Fbr) 2004 - 2005Worked with high net worth individuals at regional investment bank. Focus: Investments and initial private and public offerings.
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Senior Vice PresidentMullin Consulting Jan 2001 - Jan 2004Executive Compensation Benefits specialist for Fortune 1000 companies and their executives. Specialized in voluntary benefits, particularly insurance-based issues for senior management.
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AssociateWallace Financial Group 1988 - 1998Worked with individuals and families on investment, insurance, retirement, and financial planning issues. Served as firm registered principal and supervised more than 30 registered representatives in branch. Series 7, 63, 65, and 24 licensed. Advised clients on life and disability insurance issues.
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Alumni OfficerGeorgetown University Alumni Association 1984 - 1987Supported and managed alumni volunteer leaders around the country who were running Georgetown's Regional alumni clubs. Also organized the student phonathon to raise money for Georgetown's annual fund. Hired and trained students. Wrote copy for fundraising calls.
George Peacock Skills
George Peacock Education Details
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Georgetown UniversityEnglish
Frequently Asked Questions about George Peacock
What company does George Peacock work for?
George Peacock works for Neomana Labs
What is George Peacock's role at the current company?
George Peacock's current role is Founder at NeoMana.
What is George Peacock's email address?
George Peacock's email address is pe****@****msn.com
What schools did George Peacock attend?
George Peacock attended Georgetown University.
What are some of George Peacock's interests?
George Peacock has interest in Kids, Exercise, Electronics, Traveling, Outdoors, Economic Empowerment, Home Improvement, Education, Shooting, Crafts.
What skills is George Peacock known for?
George Peacock has skills like Investments, Investment Advisory, Asset Allocation, High Net Worth Individuals, Retirement, Wealth Management, Private Wealth Management, Portfolio Management, Capital Markets, Portfolios, Wealth, Investment Strategies.
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