Stephen Peacock

Stephen Peacock Email and Phone Number

Sexual Assault Survivor, Advocate for Equity, Dignity and Mental Health @ Financial Engines
sunnyvale, california, united states
Stephen Peacock's Location
Greater Boston, United States
About Stephen Peacock

Institutional Relationship Executive with a consistent track record of managing Senior level relationships to drive the highest levels of client engagement, business development and bottom-line profits.Board member and speaker about sexual violence, equity, and the importance of mental health. Specialties: Relationship Management, Client Advocacy, Business Development, Investment Management, Technology, Retirement/DCIO, Mutual Funds/ Collective Investment Trusts, Custody, Administration and Accounting

Stephen Peacock's Current Company Details
Financial Engines

Financial Engines

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Sexual Assault Survivor, Advocate for Equity, Dignity and Mental Health
sunnyvale, california, united states
Website:
financialengines.com
Employees:
568
Stephen Peacock Work Experience Details
  • Financial Engines
    Head Of Workplace Provider And Product Strategy
    Financial Engines Nov 2019 - Present
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  • Financial Engines
    Strategic Alliances Manager
    Financial Engines 2012 - Present
    Greater Boston Area
    Strategic Alliances Manager responsible for servicing a number of the firm's key retirement provider relationships.
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  • Peacock Consulting Solutions, Inc.
    Founder
    Peacock Consulting Solutions, Inc. Oct 2011 - Aug 2012
    Business Consultant providing strategic direction to former retirement services client on evaluation and selection of technology platforms to support their investment and trading operations.
  • Oppenheimerfunds
    Vice President, Senior Account Manager, Dcio/ Sub-Advisory
    Oppenheimerfunds Aug 2010 - Apr 2011
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  • Ofi Institutional Asset Management
    Managing Director Client Relations
    Ofi Institutional Asset Management Mar 2006 - Apr 2011
    Sub-Advisory practice leader and Senior Client Relationship Executive for the Institutional Division of OppenheimerFunds. Developed Sub-Advisory business model and significantly expanded AUM by cross-selling and adding new relationships.Key Stats$4B in AUM$15m in Annual RevenueSold $800m+ mandate - 2007Secured over $2B in AUM/ 4 years
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  • Massmutual Financial Group
    Oppenheimerfunds, Client Service
    Massmutual Financial Group Mar 2006 - Apr 2011
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  • Investors Bank & Trust
    Senior Director, Client Management
    Investors Bank & Trust Mar 1997 - Mar 2006
    Managed service and profitability for several large institutional relationships with over $40B in AUA. Successfully expanded servicing contracts representing over $100m in revenue over five years.Key Stats$41 B in Client Assets Serviced$35m in Annual RevenueSold $6m in Annual Revenue - 2005Sold $20m in Annual Revenue/ 5 years
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  • Its Associates, Inc
    Relationship Manager
    Its Associates, Inc Jan 1995 - Jan 1997
    Liaison to investment management clients utilizing various ITS portfolio management technology solutions. Responsibilities included resolving issues, developing enhancements to increase system efficiency, performing quality assurance of software, cross-selling applications and client training.
  • Chase Global Funds Services
    Mutual Fund Accountant, Supervisor
    Chase Global Funds Services Jan 1993 - Jan 1995
  • Investors Bank & Trust Company
    Mutual Fund Custody Accountant
    Investors Bank & Trust Company Jan 1992 - Jan 1993

Stephen Peacock Education Details

Frequently Asked Questions about Stephen Peacock

What company does Stephen Peacock work for?

Stephen Peacock works for Financial Engines

What is Stephen Peacock's role at the current company?

Stephen Peacock's current role is Sexual Assault Survivor, Advocate for Equity, Dignity and Mental Health.

What schools did Stephen Peacock attend?

Stephen Peacock attended Georgetown University, Mcquaid Jesuit High School.

Who are Stephen Peacock's colleagues?

Stephen Peacock's colleagues are Tushar Molla, Andrea Shafran, Nicole Koliba, Veronica Taylor, Kalbana Kalbana, Renuka Mishra, Yusuf Ibra.

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