Patrick Peck Email & Phone Number
2nd Chair @ Small World Wealth Management
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Patrick Peck Location
- Chicago, IL, US
Patrick Peck Work
- 2nd Chair @ (July 2025 - Present)
- Assoc. Private Wealth Advisor @ (July 2025 - Present)
- Financial Advisor @ (February 2024 - July 2025)
- Financial Service Advisor @ (July 2023 - July 2025)
- Client Service Associate @ (May 2022 - August 2023)
- Operations Analyst @ (July 2014 - June 2022)
- Finance Consultant @ (May 2014 - June 2014)
- Graduate @ (August 2010 - May 2014)
- Sales Associate @ (November 2013 - December 2013)
- Host @ Hackney's Restaurant (May 2012 - August 2012)
Patrick Peck Education
- Eastern Illinois University
Bachelor of Applied Science (BASc) (Accounting)
2010-2014 - Eastern Illinois University
BS (Accounting)
2010-2014
Patrick Peck Skills
- Accounting
- Ad Hoc Analysis
- Analytical Skills
- Asset Allocation
- Cash Flow
- Client Relations
- Communication
- Data Analysis
- Data Entry
- Databases
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Data
- Financial Modeling
- Financial Operations
- Financial Performance
- Financial Planning
- Financial Planning Software
- Financial Planning and Analysis (FP&A)
- Financial Regulations
- Financial Reporting
- Financial Services
- Financial Systems
- Higher Education
- Income Statements
- Investment Advisory Services
- Investment Strategies
- Leadership
- Management
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Word
- Orion
- Performance Reporting
- Pivot Tables
- Portfolio Management
- PowerPoint
- Process Improvement Projects
- Quantitative Analytics
- Relationship Development
- Reporting & Analysis
- Research
- SAP ERP
- Sales
- Sales Processes
- Salesforce.com
- Series 65
- Social Media
- Student Affairs
- Teamwork
- Tech-Savvy
- Time Management
- Wealth Management Services
Patrick Peck Summary
- Patrick Peck, based in Chicago, IL, US, is currently a 2nd Chair at Small World Wealth Management. Patrick Peck brings experience from previous roles at Small World Wealth Management, Goldstone Financial Group and Carson Wealth. Patrick Peck holds a 2010 - 2014 Bachelor of Applied Science (BASc) in Accounting @ Eastern Illinois University. With a robust skill set that includes Accounting, Ad Hoc Analysis, Analytical Skills, Asset Allocation, Cash Flow and more. Patrick Peck has 1 emails and 1 mobile phone numbers on RocketReach.
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Ryan Reeves
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Noemi Perez
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Araea Minnow
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Scott Petersen
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Kyle Cunningham
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Jack Waldron
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Susan Pineiro
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Tricia Small
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