Insightful sales leader, specializing in strategic growth, market expansion, and collaboration to drive impactful business solutions.
 
Joseph G. Peck is a driven and passionate sales leader with an entrepreneurial mindset and a proven track record of delivering exceptional results across various industries, including financial services, real estate, construction, and the U.S. Air Force. Known for his strategic advisory expertise and servant-leadership style, Joseph excels in addressing complex business growth challenges and fostering high-impact relationships. His ability to synchronize client pain points with organizational objectives, combined with his operati onal excellence and market expansion skills, positions him as a key driver of success in every role he takes on.
 
Joseph began his career in the U.S. Air Force, serving as a Pharmacy Supervisor and later as the Structures Supervisor for the 944th Civil Engineering Squadron. In these roles, he managed large teams and multimillion-dollar assets, emphasizing cost management and risk mitigation. He directed operations for 23 large shelter facilities, valued at $1.4B, and implemented safety protocols that significantly improved the operational efficiency of his teams. His leadership earned him numerous accolades, including th e Air Force Achievement Medal and multiple Airman of the Quarter awards.
 
In 2018, Joseph transitioned to the private sector, joining J.P. Morgan Chase as a Home Lending Advisor. Here, he excelled in sales by surpassing performance targets and achieving top salesperson status. His ability to manage client interactions and close deals rapidly contributed to his team’s success, as he executed 42 deals in his first month, outperforming his peers by 200%.
 
From 2019 to 2022, Joseph performed as a Financial Solutions Advisor at Merrill, specializing in banking and brokerage services. Despite the challenges of the COVID-19 pandemic, he successfully led his branch to maintain high levels of client service and operational stability. His leadership in managing a team of 15 advisors contributed to increased customer satisfaction and improved branch morale during a critical period of adversity.
 
Joseph then advanced to Fidelity Investments, where he took on the role of Director, Retirement Planner. In this capacity, he provided retirement and investment consulting for executives and senior management, delivering exceptional client service and generating weekly revenues of $12-17M. His outstanding performance earned him Salesperson of the Quarter honors twice and led to significant growth in assets under management.
 
Most recently, Joseph served as Vice President, Financial Advisor at BOK Financial, where he engaged with high-net-worth clients and partners to expand the business in Arizona. Within just 1.5 months, Joseph reestablished key partnerships, resulting in a 130% increase in revenue. His ability to coach his team has solidified his reputation as a visionary leader capable of delivering measurable success.
 
Joseph holds a Bachelor of Science in Applied Management from Grand Canyon University, where he graduated magna cum laude, and an Associate Degree in Applied Sciences from the Community College of the Air Force. He is licensed in Arizona Life & Hea lth Insurance and holds Series 7 and Series 66 certifications. His distinguished career is marked by numerous honors, including multiple Air Force and civilian awards, reflecting his dedication to excellence in both military and civilian roles.
 
Joseph’s strategic vision, combined with his deep understanding of client needs and operational excellence, has consistently led to increased revenue, stronger client relationships, and long-term business growth across every industry he has served.
