Will Peck Email & Phone Number

Waco, Tx, Us

Waco, Texas, United States

• Compose clear, concise, and informative articles pertinent to the firearms industry, published in one of the industry's leading, largest, and most trusted professional publications.• Primarily specialize in covering new products/services and breaking or developing news.• Secondarily specialize in in-depth product analysis, technical reviews, and empirical evaluations.• Perform industry research and testing for compelling topics relevant to the target audience.• Directly communicate and/or personally meet with industry professionals in an effort to become an authoritative source as well as to develop personal insights, in order to better equip readers with useful, enlightening, firsthand information.• Assist fellow writers by supporting and collaborating with members of writing and editorial staff to further larger joint projects.• List of articles can be linked from and viewed at thefirearmblog.com/blog/author/will-p/, and also listed along with additional content on Instagram: @WillTFB.

Dallas, Texas, United States

• Served as member of Investment Advisory team managing ~$4.5 Bn in assets for ultra-high net worth individual/family clientele, working largely independently in fast-paced environment with minimal supervision.• Prepared, reviewed, and analyzed a variety of reports and forms for clients, internal team members, and third-party partners in a timely manner to identify any issues or inaccuracies and provide relevant updates.• Strengthened relationships with existing firm clients by functioning as a key point of contact, serving as a trusted, consultative source of information to assist them in understanding their portfolios and ensuring their goals remained on track.• Performed periodic investment performance analysis in order to proactively highlight opportunities for improvement in client portfolios.• Worked effectively with several third-party software/data resources (including Bloomberg, Black Diamond, ThompsonReuters GoFileRoom, EVP Systems EstateVal/GiftVal, and Schwab Advisor Center) to access and compile needed information for clients and team members.• Investigated, analyzed, and delivered recommendations regarding new investment options, including factors such as historical performance, internal expenses, risk vectors, and compliance/regulatory concerns.• Assisted other firm departments, including Risk Management and Tax teams, in special projects requiring strong time management skills to effectively complete projects with changing priorities.• Collaborated with other Investment Advisory team members to mitigate risks and ensure all business maintained compliance with regulatory requirements, including anti-money laundering, fraud prevention, and fiduciary best practices.• Executed a high degree of proficiency in effective written communication, as well as verbal, across broad spectrum of team members and external partners, including with sensitive and confidential personal/financial information.

Fort Drum, New York

• Served in series of increasingly advanced roles including communication liaison, expert in several complex weapon systems, trainer, and data analyst.• Took leadership roles for numerous projects, motivated teams of 3-40 personnel to work together efficiently and effectively.• Provided extensive communication with team members of disparate skill levels to ensure objectives were clearly understood and tasks were accomplished with complete accuracy. • Earned Special Achievement award for ability to shed traditional thinking and find improved mission tracking solutions using available systems in new and innovative ways, resulting in enhanced analyst capabilities and more effective reporting. • Assisted unit leadership with investigative efforts for domestic training operations; played key role in intelligence synthesis, investigation, and analysis efforts for Combined Joint Special Operations Task Force during Afghanistan deployment. • Drove improvements in tracking systems above and beyond my role as a user, enabling significant growth and proliferation in the systems’ usage across broader military elements to increase mission effectiveness and improve personnel safety. • Set new, higher standard for data analyst tracking and reporting functions, which was later implemented in additional areas. • Channeled past experience and successes into learning opportunities for new team members, accelerating the timeframe for them to achieve needed performance levels and facilitating their successful integration into the larger team. • Served as transition liaison and mentor for new personnel by welcoming them, facilitating unit in-processing, providing acclimatization to military protocol and instructions, and contributing local familiarization as well as functional resettlement assistance.

Lewisville, Tx

• Demonstrated ability to listen effectively and communicate comprehension back to client while providing courteous assurance that problems would be addressed properly, resulting in high degree of client approval and satisfaction analytics.• Researched and analyzed information from multiple data streams to stay abreast of market information, keep up with client-side developments, and ensure goals were achieved.• Used in-depth knowledge of financial products and investment services to provide comprehensive recommendations, served as securities and retirement subject matter expert to assist in solving clients’ issues with analytical perspective.• Provided one-on-one client education, effectively communicating guidance for particular situations by accounting for clients’ personalized future planning, investment goals, and risk management needs.• Demonstrated competence learning and utilizing proprietary software package as well as Microsoft Office suite to track interactions and recommendations, measurable metrics for business success, and client investment progress.

Dallas, Tx

• As Registered Representative, employed effective communication to assist with wide variety of services including investment vehicles such as 401(k)s, 403(b)s, Roth and traditional IRAs, personal securities, and mutual fund investments.• Analyzed clients’ investment portfolios to pursue maximum financial potential. If potential was not being achieved, provided adjustment strategy recommendations within proper risk tolerance levels in order to enhance return on investment.• Facilitated procedural investment account maintenance within proprietary system to address issues with variety of areas such as billing, employment transitions, insurance operations, retirement operations, and charitable gifting.• Increased understanding within financial industry via continuing education courses, in order to maintain awareness of regulatory issues and to comply with FINRA requirements.

Austin, Tx

• Operated investment advising practice as Registered Representative affiliated with NYLIFE Securities/New York Life.• Successfully obtained FINRA Series 6, FINRA Series 63, and multi-state insurance licensing.• Completed extensive training program to achieve expertise in investment/securities industry concepts, principles, terminology, methodologies, compliance, anti-money laundering, and best practices.• Functioned in an independent role, fueled by drive to achieve personally-set goals. Excelled with minimal supervision.• Educated clientele on the various aspects of risk management relevant to their financial portfolios, including market risk, credit and overleveraging, technology, liquidity, cashflow/budgetary, inflation, and tax impact.• Worked closely with compliance department personnel to ensure complete adherence to all aspects of regulatory, fiduciary, company policy, and legal requirements.• Applied analyst lens to long-term market conditions and the specific needs and assets of each client, ensuring insightful and individualized investment recommendations.• Forecasted clients' projected portfolio returns and future income needs, drafted budget recommendations to facilitate investment strategy at funding levels necessary to meet goals.• Conducted regular audits of securities and investment accounts, held periodic review meetings with clients.• Consistently composed clear, technically accurate investment proposal documents to provide clients understanding and confidence. Effectively translated complex financial data and investment concepts into easily-understood verbiage.• Effectively used Microsoft Office suite as well as proprietary data and tracking systems, quickly mastering new software tools.

Bachelor Of Science, Criminal Justice

Activities and Societies: Kappa Alpha Order Fraternity, Lambda Alpha Epsilon Criminal Justice Honor Society, Texas State University Alumni.

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