Peter Stock

• Aligned department vision, goals, and objectives with company strategy to achieve consistently high results.
• Drove strategic improvements to enhance operational and organizational efficiencies.
• Negotiated contracts with vendors, securing favorable terms while adhering to budgetary constraints.
• Developed and implemented organizational strategies to achieve set goals and objectives and secured long-term success.
• Implemented innovative marketing strategies to raise brand awareness and drive revenue growth.
• Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.

• Directly involved in sourcing and closing nine acquisitions adding $40Bil to the firms asset under management
• Achieved company growth by implementing strategic initiatives and fostering collaboration across departments.
• Fostered an inclusive corporate culture that prioritized diversity, equity, and inclusion initiatives at all levels of the organization.
• Provided direction and leadership for [Number] sales representatives and independent contractors.
• Devised and presented business plans and forecasts to board of directors.
• Initiated strategy to drive company growth and increase market share and profitability.
• Provided executive leadership during mergers and acquisitions, ensuring seamless integration while maintaining operational excellence.
• Established a clear vision for organizational growth while developing actionable plans to achieve both short-term and long-term objectives.

Founded RIA firm and grew it through organic growth

• Initiated strategy to drive company growth and increase market share and profitability.
• Managed financial, operational and human resources to optimize business performance.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Enhanced company performance by implementing strategic plans and overseeing daily operations.

• Trained and guided team members to maintain high productivity and performance metrics.
• Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
• Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
• Implemented robust financial controls and reporting systems, ensuring accurate forecasting and budget management.
• Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.

• Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
• Strengthened relationships with key stakeholders, fostering trust and collaboration across the organization.
• Oversaw divisional marketing, advertising and new product development.
• Presented and discussed strategy and initiative progress with senior business leaders.
• Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.

• Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
• Grew Lehman's Canadian Institutional Distribution client footprint
• Enhanced company performance by implementing new strategies and streamlining operations.

• Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
• Strengthened relationships with key stakeholders, fostering trust and collaboration across the organization.
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.