Brooke Peyton
About Brooke Peyton
Brooke Peyton serves as the Lead Client Executive at Transamerica, where she has worked since 2022. With over two decades of experience in the financial services industry, she specializes in retirement and financial wellness, managing a diverse portfolio of clients across the United States.
Work at Transamerica
Brooke Peyton has held the position of Lead Client Executive at Transamerica since 2022. In this role, she manages a diverse portfolio of clients across the United States, focusing on maximizing product adoption and supporting sales initiatives. Prior to her current position, she served as Lead Account Manager at Transamerica from 2020 to 2021. Her experience at Transamerica reflects her commitment to enhancing client relationships and delivering effective financial solutions.
Previous Experience in Financial Services
Brooke Peyton has over two decades of experience in the financial services industry. She worked at Prudential Financial for six years as a Product Manager from 2014 to 2020, where she specialized in retirement solutions. Additionally, she served as a Non-Qualified Plan Retirement Specialist from 2005 to 2008 and as a Relationship Manager from 2008 to 2014. Her early career included a role as a Senior Customer Service Representative from 2004 to 2005 and as a Core Market Analyst at The Standard from 2000 to 2003.
Education and Training
Brooke Peyton studied at Portland State University from 1997 to 2000, where she completed three years of coursework. She also attended Dale Carnegie, where she achieved the Skills for Success certification in Effective Communications and Human Relations in 2012. Her educational background supports her extensive experience in the financial services sector, particularly in client management and communication.
Specialization in Financial Products
Brooke Peyton specializes in the enhancement and management of various financial product offerings, including Defined Contributions, Defined Benefits, Non-Qualified plans, and Taft Hartley products. Her expertise in these areas allows her to effectively support clients in navigating complex retirement solutions and financial wellness strategies.