Alan Moy Email & Phone Number
VP, Business Strategist @ Calamos Wealth Management
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Alan Moy Location
- Chicago, IL, US
Alan Moy Work
- VP, Business Strategist @ (June 2024 - Present)
- Founder and CEO @ (May 2016 - March 2023)
- Assistant Vice President, Chief of Staff @ (December 2012 - May 2016)
- Founder @ Cause & Affect (December 2013 - January 2016)
- Senior Lead, Sales Operations and Strategy @ (July 2012 - December 2012)
- Senior Banking and Business Analyst @ (July 2009 - July 2012)
- Operations and Business Services Summer Analyst @ (May 2008 - August 2008)
- Consumer and Market Knowledge Extern @ (August 2007 - August 2007)
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 and 1 mobile phone numbers on RocketReach.
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Top Calamos Wealth Management Employees
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Kevin Oneal
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Caitlin Loesch
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