Adam Moran Email & Phone Number
Vice President @ Goldman Sachs Ayco
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Adam Moran Location
- Montgomery, NY, US
Adam Moran Work
- Vice President @ (July 2019 - Present)
- Account Manager @ (January 2019 - June 2019)
- Senior Financial Planner @ (January 2018 - December 2018)
- Financial Planner @ (January 2017 - December 2017)
- Senior Financial Analyst @ (January 2016 - January 2017)
- Financial Analyst @ (June 2014 - January 2016)
- Encompass Intern @ (October 2013 - June 2014)
Adam Moran Education
- Siena College
Master of Science (MS) (Accounting)
2013-2014 - Siena College
Bachelor of Science (BS) (Accounting)
2010-2013
Adam Moran Skills
- Financial Planning
- Asset Management
- Estate Tax Planning
- Investments
- Estate Planning
- Wealth Transfer
- Personal Tax Planning
- Asset Allocation
- Leadership
- Employee benefits
- Relationship Building
- Equities
- Hedge Funds
- Private Equity
- Alternative Investments
- Insurance
- Tax
- Finance
- Financial Analysis
- Accounting
- Uniform Combined State Law
- Financial Accounting
- Microsoft Excel
- Microsoft Office
- Financial Reporting
- Teamwork
- Time Management
- Tax Preparation
- Tax Accounting
- Financial Statements
- Income Tax
- Public Speaking
- Team Leadership
- Auditing
- Spreadsheets
- Tax Returns
- Financial Statement Analysis
- Cash Flow
- Cash Management
- Managerial Finance
- Partnership Taxation
- People Skills
- Data Entry
- Business Valuation
- Analysis
- Outlook
- Social Media
- Sales Tax
- Cost Accounting
- Forecasting
- Business Analysis
- Preparation
- Corporate Tax
- Microsoft Word
- Sarbanes Oxley Act
- QuickBooks
- Financial Statement
- Internal Audit
Adam Moran Summary
- Adam Moran, based in Montgomery, NY, US, is currently a Vice President at Goldman Sachs Ayco Personal Financial Management. Adam Moran brings experience from previous roles at Ayco, a Goldman Sachs Company. Adam Moran holds a 2013 - 2014 Master of Science (MS) in Accounting @ Siena College. With a robust skill set that includes Financial Planning, Asset Management, Estate Tax Planning, Investments, Estate Planning and more. Adam Moran has 3 emails on RocketReach.
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