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Pat Moon Location
Little Rock, AR, US
Pat Moon Work
1997 -now Managing Principal @
1995 -1997 Senior Portfolio Manager @ Boatmen's Trust Company
1990 -1994 Trust Investment Officer @
1987 -1990 Portfolio Manager @ First Commercial Trust
Pat Moon Education
Texas Christian University - M.J. Neeley School of Business
Master of Business Administration - MBA (Finance and Investments)
1984-1985
University of Central Arkansas
Bachelor’s Degree - BBA (Finance)
1980-1984
Pat Moon Skills
Portfolio Management
Defined Contribution
Defined Benefit
401k Rollovers
Investment Advisory
Investment Strategies
Investments
Retirement Planning
Investment Management
401k
Pensions
Bonds
Wealth Management
Asset Allocation
High Net Worth Individuals
Asset Management
Financial Analysis
Finance
401(k) Retirement Savings Plans
401K Retirement Savings Plans
Strategic Planning
Management
401 Retirement Savings Plans
Pat Moon Summary
Pat Moon, based in Little Rock, AR, US, is currently a Managing Principal at Meridian Investment Advisors. Pat Moon brings experience from previous roles at Boatmen's Trust Company, Simmons First National Bank and First Commercial Trust. Pat Moon holds a 1984 - 1985 Master of Business Administration - MBA in Finance and Investments @ Texas Christian University - M.J. Neeley School of Business. With a robust skill set that includes Portfolio Management, Defined Contribution, Defined Benefit, 401k Rollovers, Investment Advisory and more. Pat Moon has 2 emails and 1 mobile phone numbers on RocketReach.
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