Leigh Moore Email & Phone Number
Director of Client Services, Founder @ Areté Partners, LLC
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Leigh Moore Location
- Philadelphia, PA, US
Leigh Moore Work
- Director of Client Services, Founder @ (April 2017 - Present)
- Client Service Manager @ (June 2014 - March 2017)
- Senior Trust Tax Accountant @ (June 2013 - June 2014)
- Senior Tax Accountant @ (January 2013 - April 2013)
- Senior Tax Accountant and Payroll Manager @ Kaolin Mushroom Farms, Inc. (July 2011 - November 2012)
- Staff Tax Accountant @ (January 2010 - July 2011)
- Financial Associate @ (May 2008 - July 2009)
- Tax Accountant Co-Op @ (January 2006 - May 2006)
- Finance Co-Op @ Turner Investments, L.P. (September 2005 - December 2005)
Leigh Moore Education
- The American College of Financial Services
(ChFC® (Chartered Financial Consultant®))
2018-2019 - Widener University
Master of Science (M.S.) (Taxation and Financial Planning)
2007-2009 - Widener University
Bachelor's Degree in Business Administration (Accounting)
2004-2007 - Widener University
Bachelor of Arts (B.A.) (Spanish Language and Literature)
2004-2007 - Widener University
Certificate of Honors in General Education (General Studies)
2004-2007 - Haverford High School
High School Diploma (Business Administration and Management, General)
2000-2004
Leigh Moore Skills
- PowerPoint
- Management
- Taxation of Trusts
- Customer Service
- Microsoft Excel
- Microsoft Office
- Finance
- Accounting
- Tax
- Wealth Management
- Financial Services
- Securities
- Payroll
- Investment Advisory
- Account Reconciliation
- QuickBooks
- Financial Analysis
- Accounts Payable
- Consulting
- Financial Planning
- Financial Accounting
- Financial Reporting
- Portfolio Management
- Retirement Planning
- Investments
- Mutual Funds
- Asset Management
- Insurance
- Retirement
- Estate Planning
- 401k
- Financial Advisory
- Employee Benefits
- Asset Allocation
- Leadership
- Risk Management
- Strategic Planning
- Microsoft Word
- Time Management
- Small Business
- Marketing
- Team Building
- Social Media
- Equities
- Banking
- Research
- Budgets
- Business Planning
- 401(k) Retirement Savings Plans
Leigh Moore Summary
- Leigh Moore, based in Philadelphia, PA, US, is currently a Director of Client Services, Founder at Areté Partners, LLC. Leigh Moore brings experience from previous roles at The Philadelphia Group, Commonwealth Trust Company, Robert Half Finance & Accounting and Kaolin Mushroom Farms, Inc.. Leigh Moore holds a 2018 - 2019 The American College of Financial Services. With a robust skill set that includes PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel and more. Leigh Moore has 2 emails and 2 mobile phone numbers on RocketReach.
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