Pat Moran Email & Phone Number
Founder and Certified Financial Educator @ BrightAdvisor
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Pat Moran Location
- Scottsdale, AZ, US
Pat Moran Work
- 2011 -now Founder and Certified Financial Educator @
- 1986 -now Independent wealth advisor, financial speaker, author, experienced stock broker, financial planning @
- 2016 -2019 Financial Educator and Seminar Speaker @ American Financial Literacy Institute
Pat Moran Education
- Santa Clara University
Bachelor's degree (History)
1980-1984 - Brophy College Preparatory
High School College Preparatory School Degree
1976-1980
Pat Moran Skills
- Personal Financial Planning
- Retirement
- Risk Reduction Techniques
- Long-term Care
- Insurance
- Life Insurance
- Strategic Planning
- Sales
- Investments
- Marketing
- Fixed Annuities
- Financial Services
- Marketing Strategy
- Underwriting
- Disability Insurance
- Investment Strategies
- Term Life Insurance
- Health Insurance
- Estate Planning
- Tax
Pat Moran Summary
- Pat Moran, based in Scottsdale, AZ, US, is currently a Founder and Certified Financial Educator at Healthier Money . Pat Moran brings experience from previous roles at Healthier Money and American Financial Literacy Institute. Pat Moran holds a 1980 - 1984 Bachelor's degree in History @ Santa Clara University. With a robust skill set that includes Personal Financial Planning, Retirement, Risk Reduction Techniques, Long-term Care, Insurance and more. Pat Moran has 1 emails and 2 mobile phone numbers on RocketReach.
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