John Peebles

John Peebles Email and Phone Number

US PCG Onboarding Coordinator @ Fisher Investments
Fort Worth, TX, US
John Peebles's Location
Fort Worth, Texas, United States, United States
About John Peebles

My name is John Peebles and I am a Senior from Southlake, Texas studying Finance and Accounting at TCU's Neeley School of Business. I am eager to understand finance and how it can be used to add value to businesses and improve the lives of individuals. In a broader sense, I look forward to further developing my communication and decision-making skills to be the best leader possible. My past experiences have taught me how to engage with diverse perspectives, be a team leader, and have excellent time management. When I am not studying, I enjoy spending quality time with friends and family. I am excited about future opportunities that will sharpen my skills and further my professional development.

John Peebles's Current Company Details
Fisher Investments

Fisher Investments

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US PCG Onboarding Coordinator
Fort Worth, TX, US
Employees:
5129
John Peebles Work Experience Details
  • Fisher Investments
    Us Pcg Onboarding Coordinator
    Fisher Investments
    Fort Worth, Tx, Us
  • Fisher Investments
    Client Services Intern
    Fisher Investments May 2024 - Aug 2024
    Plano, Texas, United States
    - Created a Confluence space to differentiate the Investment Counselor Assistant role, providing valuable resources for hundreds of employees in the Integrated Service Team- Streamlined the onboarding process for new ICAs by centralizing resources in a user-friendly site- Pitched the Confluence space to team management and the Group Vice President, leading to an approved implementation plan
  • William C. Conner Foundation Educational Investment Fund
    Equity Research Analyst
    William C. Conner Foundation Educational Investment Fund May 2024 - Jul 2024
    Fort Worth, Texas, United States
    - Chosen as one of 13 students for a prestigious, student-led investment organization with over 50 years of rich history - Managed a real investment portfolio worth over $2 million by discussing portfolio positions that benefit TCU and Baylor College of Medicine’s Department of Ophthalmology- Produced a detailed company report and financial model on UnitedHealth Group to clarify its investment viability
  • Q Investments
    Trade Desk Intern
    Q Investments Aug 2023 - Jan 2024
    Fort Worth, Texas, United States
    - Supported the trading and credit teams by utilizing Bloomberg and EDGAR to track earnings releases and dividend confirmations-Utilized Bloomberg Terminal and Excel to ensure trading and credit teams had accurate and timely data, effectively enhancing operations through data analysis and communication skills
  • Alm First
    Financial Analyst Intern
    Alm First May 2023 - Aug 2023
    Dallas, Texas, United States
    - Identified potential stress areas for credit union and banking clients using financial modeling software to enhance client satisfaction & retention- Developed What-If Analysis and liquidity forecasting reports by utilizing financial modeling software and clients’ balance sheets- Enhanced my financial analysis skills and furthered my knowledge of the financial statements
  • Texas Christian University
    Teaching Assistant
    Texas Christian University Aug 2022 - Dec 2022
    Fort Worth, Texas, United States
    - Provided assistance and support throughout the problem-solving process as students engaged in challenging concepts- Supervised group of 15 students outside of the classroom to provide an enriched level of academic support- Improved recognition of varying learning outcomes and techniques, all while enhancing my own understanding of the subject matter
  • Complete Care
    Summer Associate
    Complete Care May 2022 - Aug 2022
    Southlake, Texas, United States
    - Supported physicians rendering services in a Freestanding Emergency Room setting, such as vaccine administration, sutures, draining seromas, x-rays and providing patients with medicine- Improved patient experience across a broad range of case types- Engaged with multi-specialty providers to assist with overall practice administration

John Peebles Education Details

Frequently Asked Questions about John Peebles

What company does John Peebles work for?

John Peebles works for Fisher Investments

What is John Peebles's role at the current company?

John Peebles's current role is US PCG Onboarding Coordinator.

What schools did John Peebles attend?

John Peebles attended Texas Christian University, Carroll Senior High School.

Who are John Peebles's colleagues?

John Peebles's colleagues are Michael Johnstone, Bryant Gauthier, Kybert Mcglothin, Isaiah Wahlstrom, Madeline Villegas, Kirk Caldroney, Taylor Richards.

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