Stephen Moorman Email
Financial Planner @ Libra Wealth
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Stephen Moorman Location
- Erie, CO, US
Stephen Moorman Work
- Financial Planner @ (July 2025 - Present)
- Wealth Manager @ (January 2023 - July 2025)
- Client Services @ (July 2020 - January 2023)
- Groups Director @ (March 2019 - July 2020)
- Human Resources Director @ (April 2017 - March 2019)
- Assistant Director of Business Operations - Athletics Department @ (January 2014 - April 2017)
Stephen Moorman Education
- University of Oklahoma
Bachelor's degree (Accounting and Finance)
2009-2013
Stephen Moorman Skills
- Action Plan Creation
- Administration
- Asset Allocation
- Balance Sheets
- Budgeting
- Business Planning
- Business Relationship Management
- Business Strategy
- Certified Financial Planner
- Client Relations
- Communication
- Contract Management
- Data Collection
- Event Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Instruments
- Financial Planning
- Financial Planning Software
- Fixed-Income Investing
- HR Management
- Insurance
- Interpersonal Communication
- Investment Management
- Investment Products
- Investments
- Invoice Processing
- Legal Compliance
- Payroll Management
- Payroll Processing
- Planning Software
- Problem Solving
- Process Improvement
- Project Management
- Retirement Planning
- Series 7
- Strategic Communications
- Teamwork
- Technical Planning
- Wealth Management Services
Stephen Moorman Summary
- Stephen Moorman, based in Erie, CO, US, is currently a Financial Planner at Libra Wealth. Stephen Moorman brings experience from previous roles at Hattig Financial Company and Flatirons Community Church. Stephen Moorman holds a 2009 - 2013 Bachelor's degree in Accounting and Finance @ University of Oklahoma. With a robust skill set that includes Action Plan Creation, Administration, Asset Allocation, Balance Sheets, Budgeting and more. Stephen Moorman has 1 emails on RocketReach.
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