Peyton Anderson Email and Phone Number
Peyton Anderson is a Financial Planning Assistant at Equity Wealth Partners, Llc.
Equity Wealth Partners, Llc
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Financial Planning AssistantEquity Wealth Partners, LlcUnited States -
Sales Academy AssociateKansas City Royals Jun 2024 - PresentKansas City, Missouri, United States -
Student Government PresidentGraceland University Aug 2023 - Jun 2024Lamoni, 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 -
Enactus Leadership Council (Business Club)Graceland University Mar 2022 - Jun 2024Lamoni, 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 -
House PresidentGraceland University Apr 2022 - May 2023Lamoni, 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 -
Economics And Mathematics TutorGraceland University Aug 2021 - May 2022Lamoni, 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 -
Financial Planning AssistantEquity Wealth Partners, Llc May 2023 - Aug 2023Independence, 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
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Economics
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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Peyton Anderson
Raleigh-Durham-Chapel Hill Area3affinergy.com, affinergy.com, poweredresearch.com4 +191943XXXXX
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Peyton Anderson
Spokane, Wa -
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Peyton Anderson
West Lafayette, In
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