Peyton Anderson

Peyton Anderson Email and Phone Number

Financial Planning Assistant @ Equity Wealth Partners, Llc
United States
Peyton Anderson's Location
United States, United States
About Peyton Anderson

Peyton Anderson is a Financial Planning Assistant at Equity Wealth Partners, Llc.

Peyton Anderson's Current Company Details
Equity Wealth Partners, Llc

Equity Wealth Partners, Llc

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Financial Planning Assistant
United States
Website:
royals.com
Employees:
601
Peyton Anderson Work Experience Details
  • Equity Wealth Partners, Llc
    Financial Planning Assistant
    Equity Wealth Partners, Llc
    United States
  • Kansas City Royals
    Sales Academy Associate
    Kansas City Royals Jun 2024 - Present
    Kansas City, Missouri, United States
  • Graceland University
    Student Government President
    Graceland University Aug 2023 - Jun 2024
    Lamoni, Iowa, United States
    • Serve as the leader of a dynamic team of 8 student leaders, fostering a collaborative and inclusive environment• Effectively represent the student-body of 754 members as the voice to professors and upper-faculty• Actively participate in board of trustees meetings, as well as facilitate weekly meetings with students and faculty
  • Graceland University
    Enactus Leadership Council (Business Club)
    Graceland University Mar 2022 - Jun 2024
    Lamoni, Iowa, United States
    • Collaborate with the organizational director to lead a group of 20+ students to establish club growth and direction• Chosen as 1 of 5 to represent the Graceland Enactus team at World Competition in Puerto Rico
  • Graceland University
    House President
    Graceland University Apr 2022 - May 2023
    Lamoni, Iowa, United States
    • Planned and organized house activities for 68 house members, including weekly house meetings and off-campus events• Responsibly managed the house budget of over $1,100 by means of designing merchandise, setting prices, and collecting money• Responded to disciplinary and emergency situations on 24/7 call
  • Graceland University
    Economics And Mathematics Tutor
    Graceland University Aug 2021 - May 2022
    Lamoni, Iowa, United States
    • Tutored 20+ undergraduate students in economics courses, including microeconomics, macroeconomics, and math• Maintained open and effective communication with students and professors to ensure tutoring sessions were productive and efficient
  • Equity Wealth Partners, Llc
    Financial Planning Assistant
    Equity Wealth Partners, Llc May 2023 - Aug 2023
    Independence, Missouri, United States
    • Conducted thorough research on hundreds of mutual funds, providing recommendations to senior advisors for diversified portfolios• Maintained and updated financial records for over 50 clients, ensuring accuracy and attention to detail• Verified advisors were compliant with industry standards, meticulously checking transaction records

Peyton Anderson Education Details

Frequently Asked Questions about Peyton Anderson

What company does Peyton Anderson work for?

Peyton Anderson works for Equity Wealth Partners, Llc

What is Peyton Anderson's role at the current company?

Peyton Anderson's current role is Financial Planning Assistant.

What schools did Peyton Anderson attend?

Peyton Anderson attended Graceland University.

Who are Peyton Anderson's colleagues?

Peyton Anderson's colleagues are Myles Fish, Ms, Lat, Atc, Cscs, Michael Cifuentes, Ian Kraft, Cooper Hain, Robert Garcia, Patrick Stacy, Bob Perkins.

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