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BRIDGE BUILDER, MENTOR, AND FINANCIAL NAVIGATORFor executives, the financial landscape is dotted with both opportunities and pitfalls. Navigating stock options, complex compensation, asset allocation, and the nuances of tax implications requires a specialized touch. As a multi-disciplinary director-level executive with experiences spanning across North America, I am well-positioned to understand the demands and intricacies of an executive's life. Consider me your household CFO-a bridge builder, mentor, and financial navigator who genuinely invests in your personal and financial success.CRAFTING FINANCIAL INDEPENDENCEWith the hands-on experience of working in leadership roles across transformative companies, switching jobs, embracing motherhood, and balancing life's many facets, I can empathize with the dynamics of a successful career. As success grows, time and mental bandwidth to understand company compensation or manage finances become scarcer.That's where I step in. As a Private Wealth Lead Advisor at NorthStar Wealth Navigation, I combine my rich academic background in Finance and Agricultural Economics and an MBA to guide clients in their financial planning journey. My 20 years of multifaceted experience empower me to provide specialized guidance in areas like long-term incentive planning (LTIP) optimization, P&L mgt, budgeting, managing variable compensation, charitable giving, and tax bracket mgt.CLIENT-FIRST MENTALITYMy professional journey has seen me work with industry titans like Cargill, Allegion, and Ingersoll Rand. Yet, my foundational values stem from my early days in a family-run farming and excavating business. From a young age, the importance of prioritizing the client and adhering to core values was instilled in me.OUR PHILOSOPHY: LISTEN,EDUCATE,EMPOWER,EXECUTEAt NorthStar Wealth Navigation, we craft financial strategy that is both an art and science, tailored to each client's unique situation. We aim to ensure clients grow their wealth and keep it. Our partnership framework involves revisits and refinements, ensuring it aligns with our client's evolving life phases.Our ultimate mission? To enable clients to make informed financial decisions, freeing them to channel their energy into their true passions.NEXT STEPSImagine having a trusted family member overseeing your financial world-that's the dedication I offer. If you value a partnership built on trust, empathy, and expertise, let's connect and chart a path to your financial independence.📧 joey.peck@nm.com 📞 913-270-9951 🌐 NorthStar Wealth Navigation Team
Northstar Wealth Navigation
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Private Wealth Lead AdvisorNorthstar Wealth Navigation 2023 - PresentLeawood, Kansas, UsYou may wonder whether you are saving enough to pay for your home, your kids' education, and your retirement. You might feel nervous that you do not know how to reduce what you owe in taxes, plan for a job loss, or retire at the right time. If any of these financial worries keep you awake at night, you are not alone. In my role as Private Wealth Lead Advisor at NorthStar Wealth Navigation, I am deeply committed to the financial well-being and peace of mind of my clients across generations.⇛ For young professionals: I ensure they maximize company benefits while addressing their budgeting and saving needs to buy a house, pay for childcare and kids' education, or start a business. ⇛ For peak-career executives: I harmonize long-term incentive planning with retirement blueprints, transforming mid-life aspirations and family dreams into realities.⇛ For late-career professionals nearing retirement: I develop a tailored distribution planning strategy that emphasizes 'wealth retained,' ensuring fees and taxes don't diminish their hard-earned assets.Here's a glimpse of how I craft peace of mind:⇛ Holistic Financial Planning: I believe in crafting strategies that are tailored to individual client needs, ensuring a comprehensive approach that stands the test of time and unpredictable market dynamics.⇛ Wealth Accumulation & Distribution Strategy: With an in-depth understanding of market trends and investment strategies, I guide clients through wealth accumulation phases and ensure seamless wealth distribution, keeping future generations in mind.⇛ Risk Management: Wealth preservation is as crucial as accumulation. I always focus on identifying potential risks and crafting strategies to mitigate them, ensuring your hard-earned assets are protected.⇛ Flexible Client Service Model: I am fully licensed to serve on both an advisory and commission basis. This flexibility allows me to align with individual preferences and needs, ensuring transparent and personalized service.
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Director Channel Marketing & Analytics, Allegion Home Consumer ChannelsSchlage Locks 2020 - 2022Carmel, Indiana, UsDirector, Channel Marketing & Analytics | Kansas City, MO Selected to provide vision and strategy in Consumer Channels as Director of Channel Marketing & Analytics, I led a cross-functional team in monitoring, enforcing, and reporting our authorized seller policy and gathering key channel insights for strategic program initiatives of Allegion Home's consumer business. As part of my role, I leveraged multi-disciplinary expertise in finance, supply chain and logistics, pricing, and multi-tier distribution strategy to maximize value for consumers while sustaining business profitability and minimizing risks to the business.Following are some of my key initiatives and accomplishments:⇛ Devised and implemented a strategic plan to prevent arbitrage and cross-channel margin leakage in multi-tier distribution channels. Championed and developed the concept of Channel Health with a dashboard implemented to drive focus. ⇛ Developed and implemented a 120-day Ramp Up Plan to optimize engagement, productivity, and capacity planning while maximizing talent development and retention.⇛ Created digital content operations and resource allocation plan to optimize the current external quantitative content score by 40% in 4 months.⇛ Instilled a "one consumer voice" approach by listening to all key consumer stakeholders and partnering with the VP of Consumer Fulfillment to advance business opportunities for consumer fulfillment.⇛ Drove process improvements to realize team efficiencies and seamless in-store, showroom, and online implementation. ⇛ Led semi-annual account deep dive cross-functional sessions to create engagement and business integration plan, which were successfully piloted and implemented.⇛ Scoped direct fulfillment eCommerce models to add pricing transparency for products and service offerings by quantifying the cost to serve, demand generation, promotional activities, and value-added by multi-tier distribution channels at every touchpoint throughout the segmented customer journey. -
E-Commerce Sales DirectorSchlage Locks 2017 - 2021Carmel, Indiana, UsAs a Director of eCommerce Sales, provided leadership to sustain growth and profitability of national E-tailer account, Build.com, with all Allegion brands in the door hardware category. As part of my role, I assessed new business partners from ideation to onboarding stages and contributed with pitches and strategy building to support multimillion-dollar P&L cross-functional efforts. I also led channel expansion vetting with target market segmentation and gap analysis, driving new channel creation such as Houzz, Best Buy, and Walmart. I held accountability for $35M P&L and 3000+ SKU count, and scoped direct fulfillment eCommerce models to enable significant arbitrage opportunities.Following are some of my key initiatives and accomplishments:⇛ Established a transparent approach to double-digit growth accounts in fulfillment of promotional support areas.⇛ Crafted a promotional plan, which enabled company brands to outperform category competition while leveraging investments to maximize profitability.⇛ Implemented monthly operations review of Build.com and fulfillment partner operations' metrics on returns, in stock %, root cause analysis, and corrective actions, improving in stock by 2% and reducing returns by 3.5% in 10 months.⇛ Created business case to test Facebook campaigns for Consumer & PRO audiences, which delivered return on ad spend (ROAS) of more than double the anticipated projections. ⇛ Achieved success in creating and executing brand protection, including identifying and eliminating gray market online sellers.
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Director Of Sales - National AccountsSchlage Locks 2006 - 2017Carmel, Indiana, UsDirector of Sales | Kansas City, KS | 2009 – 2017Director of Sales | Minneapolis, MN | 2006 – 2008 ✦ Sales Manager | Minneapolis, MN | 2013 – 2013As Director of Sales, I managed National Account, Menards, with Schlage brands in the door lock category. I led 3P Service Agency through optimizing in-store training to provide a premier brand experience. As part of my role, I performed strategic channel planning and business case creation in new channels by evaluating potential business partners. I also led a team of up to 3 National Account Managers for Convenience Hardware Channel in 2013. Held accountability for multimillion-dollar P&L, merchandising, promotion, brand experience, and inventory optimization.Following are some of my key initiatives and accomplishments:⇛ Pioneered Menards On-Site Analyst Program as the vendor/employee #1, which grew to 75+ vendors/employees.⇛ Collaborated with internal/external partners in the creation/execution of over 20 promotions per year via print, on shelf, and television, as well as post-promotion ROI analysis. ⇛ Trained 600+ store associates at annual training event on product, process, and upcoming program changes, resulting in premium brand experience in-store by team members.⇛ Trusted advisor to Retail/Residential team on program operations, finance, marketing, customer experience, and product management across multiple channels, with accounts such as Amazon, Home Depot, Lowe's, and Build.com.⇛ Captured double-digit percentage revenue growth and surpassed operating income target by restructuring the fragmented Convenience Hardware Channel to create a strategic growth pipeline.⇛ Drove 40% increase of Ace Hardware assortment through leadership during line review and optimization efforts.⇛ Reduced: 1) write-offs for pricing discrepancies by 60%; 2) orders/month by 66% while driving significant operational efficiencies; 3) vendor compliance fines exposure from 4.1% to 0.02% of sales, and defective/unsaleable returns by 29%.
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Sales Controller - Residential|Retail AmericasIngersoll Rand 2005 - 2006Davidson, North Carolina, UsSales Controller ― Residential / Retail Channel | Indianapolis, IN | 2005 – 2006As Sales Controller for the Residential/Retail Channel, I led a team of 5 Analysts through business cases, spend analytics processes, and strategy to optimize payback at the customer level and above. During my tenure, I developed strategic channel approach to complement the existing annual/long-range planning cycle still active today. I also executed more than $50M of annual trade contract program funds and more than $25M SG&A budget. Following are some of my key initiatives and accomplishments:⇛ Partnered with Sales and Finance Teams to create and manage customer programs which included revenue forecasting, budgets, internal/external audits, and annual/long-range strategic planning for national programs. ⇛ Created Customer P&Ls for the largest accounts to implement sales incentive compensation plans tied to revenue and operating income.⇛ Assessed and negotiated freight allowances with large retail customers (e.g., The Home Depot) based upon understanding and communication of actual freight costs and mode transport analysis. ⇛ Evaluated and recommended contract programs for new construction and retail business opportunities such as Pulte Homes, Lowe's, The Home Depot, and D.R. Horton. -
Distribution Controller- Residential|Retail ChannelIngersoll Rand 2002 - 2005Davidson, North Carolina, UsDistribution Controller ― Residential / Retail Channel | Kansas City, MO | 2002 – 2005As Distribution Controller, I collaborated with Operations and Finance teams to identify operational efficiencies and opportunities for US distribution in residential/retail channels. I also led a team of 2 Analysts on business cases, operational metrics, spend analytics processes, and strategy to optimize supply chain and customer experience. Following are some of my key initiatives and accomplishments:⇛ Negotiated and created a statement of work for multiple 3PL locations in Puerto Rico, the continental US, and Mexico.⇛ Established transportation, productivity, and footprint metrics to support manufacturing operations move from Mexico to Asia; identified the root cause of 25% higher transportation costs than projected and presented to ELT.⇛ Completed strategic distribution relocation analysis and recommendations for Kansas City, Indianapolis, Louisville, and Dallas based upon change in manufacturing footprint and outbound customer contracts. ⇛ Analyzed distribution relocation opportunities to balance transportation costs and lead time for high volume/low-mix distribution within the Americas upon change of manufacturing footprint and outbound customer contracts. Completed analysis of the shutdown of $5M Olathe, KS manufacturing facility, executed in July 2004.
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Regional Business ManagerCargill Animal Nutrition 1999 - 2002Wayzata, Minnesota, UsJoined Cargill Animal Nutrition to provide leadership and direction to regional teams of 20 direct reports in the areas of logistics, customer service, inventory management, purchasing, pricing, risk management, bill of materials, sales operations, credit, and accounting in 4-7 manufacturing plants. I also conducted on-site interviews of prospective strategic acquisition targets as a due diligence team member.Some key initiatives and responsibilities include:⇛ Introduced value-based pricing compensation plans for sales professionals across multiple channels and a multi-tier distribution pricing strategy for retail/wholesale markets in the US and Canada. ⇛ Reduced unidentifiable gross profit/margin erosion by 80%+ in one year in Oklahoma City and Alberta assignments; reduced demurrage expense from 80%+ in one year. ⇛ Received the Working Capital Improvement Award for achieving the greatest working capital reduction division-wide.My positions at Cargill Animal Nutrition included:Regional Business Manager | Oklahoma City, OK & Alberta, Canada | 1999 – 2002Regional Business Manager Trainee I & II | Sioux City, IA District & Fort Worth, TX District | 1998 – 1999
Joey Peck Skills
Joey Peck Education Details
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University Of Missouri-ColumbiaAgriculture Economics & Finance -
Baker UniversityMaster Of Business Administration - Mba
Frequently Asked Questions about Joey Peck
What company does Joey Peck work for?
Joey Peck works for Northstar Wealth Navigation
What is Joey Peck's role at the current company?
Joey Peck's current role is Advisor, Mentor, Strategist of Your Most Important Enterprise . . . Your Personal/Business Financials ✦ Finance, Business, and Economics Expertise + Client-First Mentality = Crafting Financial Independence.
What is Joey Peck's email address?
Joey Peck's email address is jo****@****ion.com
What is Joey Peck's direct phone number?
Joey Peck's direct phone number is (400) 920*****
What schools did Joey Peck attend?
Joey Peck attended University Of Missouri-Columbia, Baker University.
What are some of Joey Peck's interests?
Joey Peck has interest in Children, Education.
What skills is Joey Peck known for?
Joey Peck has skills like Management, Process Improvement, Sales Management, Account Management, Financial Analysis, Negotiation, Strong Business Acumen, Driving Results, Revenue Forecasting, National Account Management, Category Management, Demand Forecasting.
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