Senior Business Analyst @ (January 2023 - May 2023)
Business Intelligence Manager @ (May 2022 - January 2023)
Business Intelligence Team Lead @ (June 2021 - May 2022)
Business Intelligence Analyst @ (December 2019 - June 2021)
Sales Innovation Representative @ (March 2019 - December 2019)
Sales Development Representative @ (March 2019 - December 2019)
Investment Advisor Representative @ (May 2016 - June 2018)
Financial Planning Coordinator @ Global Financial Private Capital, LLC (February 2014 - May 2016)
Investment Advisor Representative @ (April 2011 - October 2013)
Teacher's Assistant - Finance @ (January 2012 - January 2013)
Rapid Prototype Designer @ (December 2004 - May 2010)
Sales @ Sound Advice (January 2004 - December 2004)
Team Leader @ (November 2002 - January 2004)
Richard Moore Education
University of South Florida
Bachelor's degree (Accounting and Finance)
1998-2012
State College of Florida-Manatee-Sarasota
Associate of Arts (A.A.) (Business)
2010-2011
State College of Florida-Manatee-Sarasota 2009-2011
University of South Florida 1998-2011
Richard Moore Skills
Series 65
Investments
Portfolio Management
Asset Allocation
Technical Analysis
Risk Management
Retirement Planning
Trading
Equities
Bonds
ETFs
Mutual Funds
Accounting
Tax
Insurance
Securities
Estate Planning
Leadership
Finance
Access
Valuation
Financial Analysis
Microsoft Excel
Asset Management
Strategic Financial Planning
Management
Auditing
Fixed Annuities
Investment Strategies
Investment Advisory
Alternative Investments
Small Business
Financial Modeling
Life Insurance
Sales
Disability Insurance
Long-term Care
Corporate Finance
Financial Advisory
Analysis
Entrepreneurship
Term Life Insurance
Financial Planners
Wealth Management
Business Planning
Personal Finance
Financial Planning
Wealth Management Services
Long Term Care
Direct Sales
Sales Process Development
Educational Workshops
Public Speaking
Customer Relationship Management
Microsoft Office
Salesforce.com
Sales Management
Business Development
Sales Process
Lead Generation
Practice Management
Marketing Strategy
Digital Marketing
Brand Development
Richard Moore Summary
Richard Moore, based in Tampa, FL, US, is currently a Senior Technical Consultant at RevShoppe. Richard Moore brings experience from previous roles at Harte Hanks and InsideOut. Richard Moore holds a 1998 - 2012 Bachelor's degree in Accounting and Finance @ University of South Florida. With a robust skill set that includes Series 65, Investments, Portfolio Management, Asset Allocation, Technical Analysis and more. Richard Moore has 2 emails and 3 mobile phone numbers on RocketReach.
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