Robyn Peck Email & Phone Number

Novogradac is a national professional services organization that include certified public accounting, valuation and consulting with more than 25 offices nationwide. Our clients represent a broad range of industries, with a major emphasis in the real estate sector. We provide publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and we work extensively in the affordable housing, community development, historic preservation, opportunity zones and renewable energy fields.We offer assistance with such specific issues as construction cost studies, the wine industry and defeasance, as well as broader guidance with tax credit developments. Our 30-plus years in business give us unique experience and insight into the issues that matter most to our clients. Whether you seek tax credit guidance or general accounting and audit assistance, Novogradac is prepared to meet your needs.

Greater Atlanta Area

21st Century Financial is a DBA of Penn Mutual Life and Annuity Company. Working as an Director of Administration, I service Producers by preparing necessary forms and documents for life insurance and annuity needs. In addition, I provide customer service and support efforts to our clients in order to acquire and retain profitable business for the company. I also perform other related support duties as requested such as: tech support, recruiting and on-boarding assistance, compliance needs in the Atlanta office, provide marketing materials to our advisers and take on special projects as needed. As with most assistants, I prepare correspondence, answer phones, process mail, scan, photocopy, fax, and file as needed.

Greater Atlanta Area

See description under XXI Financial which is a DBA of Penn Mutual.

Greater Atlanta Area / Sandy Springs, Georgia

Standard Equity Agency designs individualized plans that help clients achieve their financial aspiration through life insurance products (whole, universal, term, fixed annuity), disability insurance, estate planning, retirement income and wealth transfer strategies. Reported to the President of the company.

Knoxville, Tn

· Reported to Vice President and Senior VP of the Trust Division· Provided customer service support and contact under the direction of four Personal Trust Officers· Successfully supported operations in all facets of administrative assistance with customer confidentiality and satisfaction in mind

Knoxville, Tn

· Worked closely with Director of Marketing and developed insightful reporting for upper management· Trained staff on cross-selling opportunities designed to increase revenue and build strong client relationships· Analyzed cross-selling data and created detailed reports that clarified data and exposed trends· Motivated teams by refining cross-selling program to include clear goals and meaningful incentives· Worked with numerous organizations such as the United Way and Habitat for Humanity to assist in the community while increasing bank’s brand equity· Directed incentive-based program, promoting employee involvement with community events· Planned, researched, and authored internal articles for monthly and quarterly employee newsletters· Assisted with planning and executing annual meetings, presentations, and new product kick offs