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Jon Peyton

Founder at Value Creation Consultancy™

Ashburn, United States

$1,500/day

An accomplished Senior Executive and thought-leader with demonstrated success across the financial services, technology, and transportation industries. Experience with multi-million dollar initiatives and fostered relationships created the opportunity to leverage the extensive experience in corporate FP&A, personal finance, strategic planning, and digital marketing into a very diverse set of skills. Recent experience involved developing product mix and launch strategies, process improvements, supply chain improvements, financial forecasting models, and digital marketing strategies for company clients.

Domain experience

Relevant Total Experience: 7 years

Seniority Level: Senior

Sector Experience: 

Alternative Finance Asset Management Consumer Lending Credit Unions Diversified Commercial Banks Insurance Insurance Brokers Investment Advice Investment Brokerage Services Investment Company and Business Development Companies Investment Funds Life Insurance Merger and Acquisition Advisory Services Personal Finance and Planning Private and Industrial Banking Private Placement Advisory Services Real Estate Regional Banks Trusts

Skills

Skilled in: Corporate Strategy, Venture and minority investments, Financial Due Diligence, Vendor Due Diligence, Term Sheet, Investment Policy Statement (IPS), M&A Negotiations, Bolt-on acquisitions, Financial Planning & Analysis (FP&A), Buy-and-Build, Value Creation & Enhancement, Strategic Finance, Investor Relations, Capital Raising, Exit Readiness, Exit Strategy, Financial Modeling, Company Valuation, Corporate Development, Buy-Side M&A

Technical Skills: Google Analytics, Salesforce, Microsoft Excel, Facebook, PowerPoint, Bloomberg, Microsoft Office, Google Adwords, QuickBooks, Office 365, Final Cut Pro, Adobe Acrobat, HubSpot, Marketo, SEMRush, Wordpress

Languages: English

Work Experience

Value Creation Consultancy™

Founder

1/1/2021

 

- Now

Value Creation Consultancy™ is a firm created for the business owners interested in building their business with the inevitable goal to exit in the future. The team of in-house professionals and those in the Value Creation Network™ support businesses through each stage of Value Creation!

C-Suite Planning™

Founder

1/10/2016

 

- Now

Our team supports clients with Executive Financial Planning, Exit Planning, Divorce Financial Planning, and Special Needs Financial Planning. We use multiple proprietary processes to create customized personal financial plans specifically designed for those with the most complex planning needs. Our plans cover: ➡️ Cash Flow Analysis ➡️ Cash Management Strategies ➡️ Liability Assessment & Ratio Calculations ➡️ Protection Concepts (i.e. Key Person, Buy / Sell, Life, Disability, & Long Term Care) ➡️ Independent Investment Evaluations ➡️ Stock Option, Restricted Stock, & Private Equity Analysis ➡️ Complex Tax Planning Strategies (i.e. retirement contributions, tax loss harvesting, business deductions, and more) ➡️ Estate Planning Concepts (i.e. trusts, gifting, charitable, and tax)

Different Investments™

Founder

1/10/2016

 

- Now

Our team supports clients looking for active investment management and private placement investments. Our proprietary investment research process along with the combination of public & private investments allows our team to pursue superior long term returns. Our investment approach includes: ➡️ Tactical Trading Strategies ➡️ In-house Active Investment Research & Monitoring ➡️ Nimbleness To Adjust Portfolios Based On Market Conditions ➡️ Seeking Optimized Risk-Adjusted Returns ➡️ Advising Accredited Investors On The Use of Alternative Investment Strategies ➡️ Incorporating Private Equity, Private Debt, & Venture Capital Opportunities ➡️ Collaborating With Client To Evaluate Hedge Fund Ideas ➡️ Real Estate Investing Models For Residential & Commercial Opportunities ➡️ Oil & Gas and Clean Energy Initiative Research

USAA

Investment Management

1/12/2012

 

- 1/10/2016

➡️ Advised on $175 million of client investment assets. ➡️ Established financial targets and progress reporting for executive clients. ➡️ Collaborated with cross-functional teams to establish performance processes for members within Wealth Management. ➡️ Designed, developed, and disseminated intricate investment, income tax, estate planning, protection, and banking strategies to meet member needs. ➡️ Influenced product management roadmaps for Retirement 2.0, USAA's Robo-Adviser launch strategy, and USAA's Health Solutions product migration. ➡️ Presented to mid-level and executive leadership. ➡️ Analyzed monthly and quarterly sales practices for inefficiencies and opportunities for improvement.

Capital Fiduciary Advisors, LLC

Investment Management | Director

1/1/2012

 

- 1/12/2012

➡️ Coordinated strategic partnerships with organizations to foster organic and external portfolio growth. ➡️ Established a new way to integrate client andprospect data, monitor and record high impact marketing events, and track firm level P&L. ➡️ Created marketing campaigns to increase brand awareness to ultra-high net worth prospective clients. ➡️ Assisted in monthly investment committee meetings. ➡️ Executed advanced financial plans for entrepreneur and executive clients. ➡️ Designed succession plans for entrepreneurs. ➡️ Assisted in drafting investor policy statements for corporations and endowments. ➡️ Collaborated with estate and tax professionals on our client's behalf.

Fidelity Investments

Investment Management

1/10/2006

 

- 1/1/2012

➡️ Guided 450 high net worth clients in areas of tax planning, estate planning, protection planning, retirement planning, income and investment planning. ➡️ Developed customized complex estate, tax, distribution, and retirement strategies. ➡️ Designed tactical asset allocation investment portfolios using proprietary portfolio management tools. ➡️ Analyzed and actively directed individual and institutional investment portfolios. ➡️ Created comprehensive plans that help my clients eliminate their planning shortfalls and minimize tax consequences.

Education

George Mason University

1/1/2013

 

- 1/1/2014

Georgetown University School of Continuing Studies

1/1/2010

 

- 1/1/2011

George Mason University

1/1/2000

 

- 1/1/2004

Licenses / Certificates

Corporate Value Metrics, LLC

Certified Value Growth Advisor

1/12/2018

 

Exit Planning Institute

Certified Exit Planning Advisor

1/6/2018

 

The American College of Financial Services

Chartered Special Needs Consultant

1/11/2017

 

Institute for Divorce Financial Analysts™

Certified Divorce Financial Analyst

1/1/2016

 

AIPMM The Association of International Product Marketing and Management

Certified Product Marketing Manager (CPMM)

1/3/2015

 

AIPMM The Association of International Product Marketing and Management

Certified Project Manager (CPM)

1/3/2015

 

The DMA

DMA Certified Marketing Professional (DCMP)

1/1/2015

 

CFP Board

Certified Financial Planner (TM)

1/10/2011

 

Georgetown University School of Continuing Studies

Executive Certificate in Financial Planning

1/6/2011

 

CAIA Association

Level 1 Chartered Alternative Investment Analyst

1/10/2016

 

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