Peyton Taylor
Massillon
Summary
Demonstrates strong problem-solving and attention to detail while managing client portfolios and developing comprehensive financial plans. Maintains accurate records and prepares investment reports, contributing to client satisfaction and retention through effective communication and teamwork.
Overview
9
9
years of professional experience
Work History
Wealth Management Associate
W3 Wealth Management
Fairlawn
05.2026 - Current
- Managed client relationships to ensure satisfaction and retention.
- Assisted in developing comprehensive financial plans for clients.
- Prepared investment reports and performance analyses for client meetings.
- Analyzed client's portfolio performance relative to benchmark indices.
- Maintained accurate records of client transactions and portfolio updates.
- Researched new investment opportunities including stocks, bonds, mutual funds, ETFs and alternative investments.
- Assisted in the development of investor presentations outlining key strategies for potential investors.
Machine Operator
Provia
Sugarcreek
06.2025 - 05.2026
- Operated production machinery in a safe and efficient manner, while adhering to all safety protocols.
- Adjusted settings on machines as needed for different materials being processed.
- Maintained clean and organized workspace to ensure compliance with company policies and promote a safe working environment.
- Demonstrated strong problem-solving skills when dealing with unexpected machine issues.
- Adjusted settings on machines for different materials being processed.
- Communicated effectively with supervisors regarding daily operations and job progress.
- Recorded machine operation details, including start and stop times, output quantities, and any malfunctions or repairs to support operational efficiency.
- Cleaned equipment and work area before, during, and after shift to promote sanitation.
- Troubleshot mechanical problems to quickly restore machine functionality and minimize production downtime.
- Maintained all safety protocols while working on job sites, including wearing personal protective gear.
Laborer
Provia
Sugarcreek
03.2025 - 05.2026
In-Shop/Driver
Jimmy Johns
Canton
05.2022 - 03.2025
- Worked collaboratively in a diverse environment with various employees.
- Developed strong relationships with customers by providing courteous service.
- Communicated with customers to ensure timely and accurate deliveries.
- Built strong customer relationships through consistent, courteous service.
- Executed daily routes to meet customer delivery expectations reliably.
- Worked collaboratively in diverse environment with various employees.
Assistant Baseball Coach
The Warehouse
Canton
11.2023 - 07.2024
- Assessed prospective athletes to identify talent for recruitment.
- Evaluated prospective athletes for recruitment purposes.
- Fostered a supportive environment for players, coaches, and staff members during practices and games.
- Analyzed player performances post-game to provide targeted feedback for improvement.
- Guided young student athletes in balancing schoolwork, athletic training, and personal time based on personal experience.
Site Manager
Jackson Diamond Club
Canton
05.2023 - 08.2023
- Identified opportunities that enhanced efficiency of on-site operations.
- Identified opportunities to increase efficiency of on-site operations.
- Resolved employee conflicts by facilitating discussions that led to mutually beneficial solutions.
- Resolved conflicts between employees quickly by actively listening to both sides of an issue and finding mutually beneficial solutions.
- Oversaw operation of equipment and facilities to ensure proper usage and maintenance. and maintenance of equipment and facilities.
Payroll Clerk
The Barbershop
Massillon
02.2017 - 05.2018
- Input payroll data and prepared checks using payroll software to ensure timely employee payments.
- Maintained financial records and ledgers through computerized bookkeeping software, supporting accurate reporting.
- Generated and distributed paychecks to employees, ensuring compliance with payroll schedules.
- Balanced cash and payroll accounts.
- Protected payroll operations by keeping employee and financial information confidential.
- Balanced cash and payroll accounts to ensure accuracy in financial reporting.
Education
Associate of Applied Business - Finance
Stark State College
Canton, OH12-2027
High School Diploma - Statistics, Pre-Calculus
Jackson High School
Canton05-2020
Some College (No Degree) - Biology/Integrated Social Studies
Malone University
CantonSome College (No Degree) - Biology
Oakland University
RochesterSkills
- Client relationship management
- Financial analysis
- Investment research
- Data interpretation
- Portfolio management
- Compliance management
- Annual client review
- Analyzing information
- Data entry
- Investment strategy development
- Positive feedback
- Client financial education
- Investment performance tracking
- Punctual and reliable
- Team player
- Client portfolio development
- Project management
- Risk assessment
- Performance analysis
- Regulatory compliance
- Game strategy planning
- Asset allocation
- Portfolio analysis
- Client management
- Market research
- Data analysis
- Microsoft Office Suite
- Financial applications
- Portfolio oversight
- Compliance oversight
- Client performance review
Timeline
Wealth Management Associate
W3 Wealth Management
05.2026 - Current
Machine Operator
Provia
06.2025 - 05.2026
Laborer
Provia
03.2025 - 05.2026
Assistant Baseball Coach
The Warehouse
11.2023 - 07.2024
Site Manager
Jackson Diamond Club
05.2023 - 08.2023
In-Shop/Driver
Jimmy Johns
05.2022 - 03.2025
Payroll Clerk
The Barbershop
02.2017 - 05.2018
Associate of Applied Business - Finance
Stark State College
High School Diploma - Statistics, Pre-Calculus
Jackson High School
Some College (No Degree) - Biology/Integrated Social Studies
Malone University
Some College (No Degree) - Biology
Oakland University