Kevin Peak
Senior Vice President, Senior Wealth Strategist at Northern Trust
- Role
- Senior Vice President, Senior Wealth Strategist at Northern Trust Wealth Management
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Senior Wealth Strategist
Northern Trust Wealth Management
Sep 2024 — Present
Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. We are recognized for innovative technology, service excellence, and depth of expertise across all aspects of nancial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication, and more.
Education
Georgetown University
BS Foreign Service
Vanderbilt University - Owen Graduate School of Management
MBA
Skills
- Project Management
- Salesforce.com
- Contract Negotiations
- Financial Services
- Contract Negotiation
- Selling
- Start-Ups
- Saas
- Management Consulting
- Sales Process
- Treasury
- Banking
- Risk Management
- Financial Analysis
- Process Improvement
- Analytics
- Leadership
- Consultative Selling
- Business Strategy
- B2b Marketing
- Cross-Functional Team Leadership
- Marketing Strategy
- Product Management
- Enterprise Software
- Sales Management
- Cash Management
- Account Management
- Strategy
- Management
- Strategy Development
- Payments
- Treasury Management
- New Business Development
- Lead Generation
- Customer Acquisition
- Marketing
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