Peyton Holcomb
Dexter
Summary
Customer-oriented team member with strong background in customer relations and administrative support. Seamlessly provides check-in and check-out processes and assists guests in friendly, courteous manner. Committed to leaving great, lasting impression.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Advisor
Bagby Wealth Management
10.2024 - 02.2025
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation, models, and presentations.
- Gathered data and built financial models around key metrics.
- Met with clients to generate new business and negotiate contracts.
Front Desk Employee
Zenith Climbing Center
05.2024 - 08.2024
- Welcomed each new arrival pleasantly and confirmed reservations and identification.
- Answered customer telephone calls promptly and appropriately handled needs.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Oversaw fast-paced front desk operations and guests' needs at busy facility.
Stockbroker/Customer Service Rep
Charles Schwab
07.2022 - 01.2024
- Duties included but not limited to: maintenance for existing clients, client retention, POC (point-of-contact) resolution, client acquisition
- Accomplishments include passing the Series 7 exam, Series 66 Exam, and the SIE exam, & receiving 100% on survey scores for multiple months.
Stocking Team Associate
Walmart
10.2020 - 05.2022
- Duties included but not limited to: Stocking merchandise on shelves, unloading semi trucks of merchandise, checking inventory for availability, etc.
Host/Cashier/Waiter
Hickory Log Restaurant & Bar
01.2018 - 02.2019
- Duties included but not limited to: guests, taking orders and delivering food, keeping track of cash in register, etc.
Dishwasher
Hickory Log Restaurant & Bar
05.2016 - 05.2017
- Duties included but not limited to: dishes, cleaning the kitchen at closing time, making sure the kitchen had enough dishes to serve food, etc.
Team Associate
Burger King
10.2015 - 02.2016
- Duties included but not limited to: and bagging food, cleaning kitchen, etc.
Education
Wildlife Biology -
University of Montana
Missoula, MTMathematics - undefined
Three Rivers Community College
Dexter, MOBiochemistry - undefined
Murray State University
Murray, KYGeneral Studies - undefined
Dexter Senior High School
Dexter, MO05.2017
Skills
- Customer service
- Time management
- Communication skills
- Documentation review
Certification
- Licensed Series 7/63 Stockbroker - May 2022- Present (https://brokercheck.finra.org/individual/summary/7561470)
- Licensed Series 66 Investment Advisor - October 2024 - Present (https://adviserinfo.sec.gov/individual/summary/7561470)
Timeline
Investment Advisor
Bagby Wealth Management
10.2024 - 02.2025
Front Desk Employee
Zenith Climbing Center
05.2024 - 08.2024
Stockbroker/Customer Service Rep
Charles Schwab
07.2022 - 01.2024
Stocking Team Associate
Walmart
10.2020 - 05.2022
Host/Cashier/Waiter
Hickory Log Restaurant & Bar
01.2018 - 02.2019
Dishwasher
Hickory Log Restaurant & Bar
05.2016 - 05.2017
Team Associate
Burger King
10.2015 - 02.2016
Mathematics - undefined
Three Rivers Community College
Biochemistry - undefined
Murray State University
General Studies - undefined
Dexter Senior High School
Wildlife Biology -
University of Montana
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