Alan Moy Email & Phone Number
VP, Business Strategist @ Calamos Wealth Management
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Alan Moy Location
- Chicago, IL, US
Alan Moy Work
- 2024 -now VP, Business Strategist @
- 2016 -2023 Founder and CEO @
- 2012 -2016 Assistant Vice President, Chief of Staff @
- 2013 -2016 Founder @ Cause & Affect
- 2012 -2012 Senior Lead, Sales Operations and Strategy @
- 2009 -2012 Senior Banking and Business Analyst @
- 2008 -2008 Operations and Business Services Summer Analyst @
- 2007 -2007 Consumer and Market Knowledge Extern @
Alan Moy Education
- University of Michigan - Stephen M. Ross School of Business
BBA (Corporate Strategy & Marketing)
2005-2009
Alan Moy Skills
- Advanced MS Excel & MS PowerPoint Skills
- Strategic Planning
- Strategic Financial Planning
- Financial Modeling
- Business Modeling
- Business Analysis
- Project Management
- Business Communications
- Salesforce.com
- CRM Integration
- MS Excel Pivot Tables
- Sales Management
- Sales Operations
- Transformational Leadership
- Financial Analysis
- Quick Service
- Microsoft Excel
- Mergers and Acquisitions
- Social Media
- Business Strategy
- Analysis
- Vietnamese
- Strategic Financial
- Financial Planning
- Marketing Strategy
- Advanced Ms Excel and Ms Powerpoint Skills
- Management
- Advanced Ms Excel and Ms
- CRM
- Catering
- Investments
- Leadership
- Portfolio Management
- Microsoft Office
- PowerPoint
- Strategy
- Business Development
- Finance
- Marketing
- Transformational
Alan Moy Summary
- Alan Moy, based in Chicago, IL, US, is currently a VP, Business Strategist at Calamos Wealth Management. Alan Moy brings experience from previous roles at Viet Nom Nom, U.S. Bank, Cause & Affect and Groupon. Alan Moy holds a 2005 - 2009 BBA in Corporate Strategy & Marketing @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Advanced MS Excel & MS PowerPoint Skills, Strategic Planning, Strategic Financial Planning, Financial Modeling, Business Modeling and more. Alan Moy has 2 emails on RocketReach.
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Top Calamos Wealth Management Employees
Stephen Perl
SVP, Senior Wealth Advisor
New York, NY, US
Sterling Sullivan
Vice President and Sr. Wealth Advisor
Naperville, IL, US
Alan Moy
VP, Business Strategist
Chicago, IL, US
Dimitar Tanchev
Director of Portfolio Implementation
Chicago, IL, US
Nicholas Korompilas
VP, Senior Wealth Advisor
Fort Lauderdale, FL, US
Tony Oommen
SVP, Senior Wealth Advisor and Managing Director
Chicago, IL, US
Stephen Rossi
VP, Senior Wealth Advisor
California, United States
Marc Ordona
Investment Management
San Francisco, CA, US
Arijan Arslani
Director of Portfolio Management
Chicago, IL, US
Sarah Hoffmann
Vice President, Senior Wealth Advisor
Chicago, IL, US
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