Peake Law Group, PC represents clients in complex commercial real estate transactions including: 1031 exchanges, financing, residential and commercial condominiums, medical office and campus development, landlord-tenant leasing, retail development and historic tax credit financing. • Strategic Planning: provides in-depth analysis regarding the future direction of the firm, budgeting and cash management, and human resources needs analyses.• Human Resources: manages new hiring regulations, payroll, and the research and implementation of group benefit packages.• Accounting: completes daily bookkeeping, quarterly and annual filings, and escrow account maintenance.• Back Office: plays integral role in the infrastructure development of the firm.

Peake Consulting Group serves as guide and trusted confidant to individuals on their path of entrepreneurship. From professional service experts to aspiring franchisees, we help analyze, develop and implement your vision to freedom and success.

SweetFrog is one of the nation's largest frozen yogurt franchises with over 350 locations. I was actively involved in every aspect of launching these two locations including site identification and development, lease negotiation, employee management, establishing proper operational procedures, financial management, and the successful sale of both locations.• Pre-Opening: analyzed Franchise Disclosure Document and developed pro-forma; conducted market analysis and site identification; negotiated leases; completed all federal, local, and state regulatory requirements for new businesses.• Operations Management: established proper operational procedures for staffing models, inventory management and cost analysis, day-to-day store operations, and compliance with Dept of Agriculture regulations.• Marketing: created and implemented marketing strategies specific to the communities which we were serving including a county-wide program to reward positive character within the classroom.• Financial Management: through close monitoring of expenses, successful employee management, and innovative marketing strategies, realized an 82% return on investment in our first year of operations. Completed all financial management tasks related to bookkeeping, state and federal filings, as well as tax preparation.• Successful Sale: personally identified a local buyer and closed the sale of both locations.

KSKA is one of the largest fee-only Registered Investment Advisor firms in Richmond providing investment management, financial planning, and tax services to primarily high net worth clients. • Portfolio Manager: played an integral and leading advisory role in the firm-wide asset allocation strategy decisions for 2011 and 2012; conducted in-depth analysis of asset classes to determine firm-wide tactical weightings across model portfolios; improved accuracy and efficiency of tracking methods to monitor the impact of each asset class on total performance of each model portfolio.• Financial Planner: developed comprehensive financial plans focused on investment strategy, risk management, tax considerations, and estate planning goals for high net worth clients; used Monte Carlo simulation to project likelihood of financial plan success in light of variability of returns.• Project Manager:o Managed and streamlined annual required minimum distribution process.o Managed annual gain/loss review for taxable accounts.o Developed and implemented monthly communications for distribution to client base.o Established in-house training program to provide continuing education to our planners.• Tax return preparer: prepared 40 tax returns for existing investment management clients in 2011

Founded and managed Top Shelf Holdings, an international toy manufacturing and wholesale company, which developed, implemented and protected the design and distribution systems for three lines of toys. Commenced management and sales operations in United States while managing sourcing and manufacturing in China and Vietnam. Expanded distribution to several countries, retained designers from multiple continents, and built a solid base of retail customers in the United States. As stateside manager, my primary responsibilities included:• Financial management: responsible for daily bookkeeping and account reconciliation, forecasting sales and inventory production requirements, negotiating contracts with key customers, budgeting and monitoring all expenses by product line, making strategic investment decisions for company growth including creative product development and marketing initiatives. • Operational management: responsible for international supply-chain logistics and warehouse/fulfillment decisions including the import of ocean freight containers to multiple East and West coast ports and fulfillment centers as well as direct to customers both Stateside and internationally; integrated budgeting and ordering software to provide real-time data to fulfillment centers and China office concurrently.• Relationship management: responsible for setting company-wide sales goals, developing and managing sales campaigns, and generating sales. Although I was the top sales producer, I also managed more than 50 independent sales representatives. In less than two years, placed product within most of the largest national toy mail order catalogs and secured a primetime spot on the Home Shopping Network.

Sell-side equity analyst with one of the largest independent Mid-Atlantic brokerage firms. Within three years, promoted to Officer and offered ownership in the firm. Duties included:• Financial analysis: conducted in-depth industry and company specific research including the analysis of bank financial statements and regulatory reports for the purpose of forecasting earnings expectations, identifying key industry trends, and identifying investment opportunities; communicated directly with top management at the covered institutions; tracked new branch openings and their profitability; recognized as an “expert” in Community Bank analysis.• Publication and presentation of research: published quarterly industry analysis and individual institution analysis; participated in weekly presentations to brokers; served as a speaker for the Virginia Community Bank CEO Symposium.• Hedge fund management: selected by management to provide the primary research/decision-making for a community bank hedge fund.

Primarily responsible for establishing time/cost standards for the Crestar branch system. Duties included:• Process analysis: established identifiable tasks for branch functions; monitored and timed these tasks; proposed process improvements to management to reduce costs.• Set bank-wide standards: applied results of process analysis to the setting of standards to be used for staffing models and to determine pricing structures for bank products.