Sarah Moore Email & Phone Number
CEO and President @ Donaldson Capital Management
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Sarah Moore Location
- United States
Sarah Moore Work
- CEO and President @ (February 2025 - Present)
- President @ (August 2022 - Present)
- VP of Client Experience @ (January 2021 - September 2022)
- VP of Client Experience and Director of Financial Planning @ (January 2021 - May 2022)
- Director of Financial Planning and Portfolio Manager @ (August 2018 - January 2021)
- Vice President - Private Bank @ (February 2016 - April 2018)
- Associate - Private Bank @ (March 2013 - February 2016)
- Financial Advisor @ (March 2011 - March 2013)
- Private Wealth Management Analyst @ (July 2008 - February 2011)
Sarah Moore Education
- DePauw University
BA (Economics & Management)
2004-2008
Sarah Moore Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Equities
- Estate Planning
- Financial Analysis
- Financial Goals
- Fixed Income
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
Sarah Moore Summary
- Sarah Moore, based in United States, is currently a CEO and President at Donaldson Capital Management. Sarah Moore brings experience from previous roles at Donaldson Capital Management. Sarah Moore holds a 2004 - 2008 BA in Economics & Management @ DePauw University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Certified Financial Planner, Equities and more. Sarah Moore has 3 emails and 1 mobile phone numbers on RocketReach.
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