Peyton Coe
Morgantown
Summary
Developed critical analysis and problem-solving skills in fast-paced environment. Successfully managed complex data sets and provided actionable insights to support decision-making. Seeking to transition to new field where these transferable skills can contribute to innovative solutions and business growth.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Professional
Lifetime Financial Growth
Morgantown, WV
08.2024 - Current
- Developed new business through consistent outbound prospecting, in-person outreach, and consultative cold calling to generate qualified appointments and build a sustainable sales pipeline.
- Led structured discovery meetings to assess client goals, financial priorities, and risk exposures, positioning tailored solutions through an education-based sales process.
- Delivered professional presentations to individuals, families, and business owners, translating complex financial concepts into clear, actionable strategies.
- Managed multi-touch sales cycles, building trust and guiding prospects from initial contact through commitment and long-term client relationships.
- Built strong referral and relationship networks by providing high-touch service and positioning as a trusted advisor.
- Demonstrated persistence, organization, and professionalism in a high-activity, performance-driven environment.
- Partnered closely with internal team members to co-manage opportunities, align on strategy, and deliver a coordinated, high-touch experience from initial engagement through implementation.
Finance Intern
Investment Planning Advisors
Bluefield, WV
05.2023 - 08.2023
- Receive client phone calls and effectively give the customers the information they are asking for.
- Quickly created excel sheets to arrange information of financial reports for the company as well as financial reports of other companies.
- Neatly rearranged client information in an excel sheet and on the company portal.
- Sat in on meetings with clients reviewing their will and other financial documents.
- Called companies and businesses that the office needed information from, or information adjusted.
- Closely study and monitor the changes of the stock market and report them to my boss to inform clients.
Education
Bachelor of Science - Business Administration, Finance
West Virginia University
Morgantown, WV05.2024
Skills
- Executive-level communication and professionalism
- CRM usage and activity tracking
- Relationship building with multiple stakeholders
- Territory prospecting and business development
- Objection handling and value-based positioning
- Presentation and product education to all audiences
- Time management in a high-activity, quota-driven environment
- Trust-building with decision-makers
Certification
- Excel 2019
- PowerPoint 2019
- Word 2019
Timeline
Financial Services Professional
Lifetime Financial Growth
08.2024 - Current
Finance Intern
Investment Planning Advisors
05.2023 - 08.2023
Bachelor of Science - Business Administration, Finance
West Virginia University