Byron Moore Email & Phone Number

Largo, Md

Facilitated investment portfolio management and operations of the County’s 3BN pension plans. Worked with investment managers, consultants, research, and legal teams to identify and resolve issues that may arise with third-party vendors. Executed tasks associated with investment portfolio rebalancing activities, liquidity, and performance monitoring, assisting in the due diligence and assessment of current and prospective investment managers.✓ Assisted in the investment oversight of the County’s Defined Contribution Retirement Savings Plan, completing special investment analysis projects, participating in vetting managers, and coordinating routine reviews of underlying funds.✓ Analyzed and evaluated complex investment strategies, private equity, venture capital, real estate, and infrastructure to determine the value of inclusion in the investment portfolio.✓ Implemented Pension Board’s investment management decisions and delivered administrative support for performance reporting.

Annandale, Virginia, United States

Completed asset management, investment management, portfolio and statement analytics, financial advice, planning, and solutions. Facilitated business consulting and education of business owners on necessary skills for business ownership, process improvements, and marketing needs.✓ Drove operational efficiency, increased revenue, and improved processes by consulting with clients, professionals, and business owners

Washington D.C. Metro Area

Practiced consultative planning-based wealth management approach to best assess and find appropriate solutions to meet client and company needs. Leveraged existing relationships resources to deepen and retain client relationships. Build relationships with key business partners to drive results and provide the best corporate and client experience.✓ Analyzed and interpreted clients’ investment objectives, simplifying esoteric financial information and forecasting and providing investment advice to meet the needs of individual and corporate clients.✓ Increased branch and brand awareness by participating in community activities, networking, prospecting, soliciting referrals, and leveraging relationships.✓ Drove client retention and increased promoter scores by engaging with clients to inspire a high level of trust and executing a consistent client relationship management process.

New York, Ny

Analyzed client information, defined investment goals, and created personalized action plans to achieve desired outcomes through individual investment strategies. Developed financial plans using Platinum Financial Analysis, Gap Analysis, and other financial planning software and research to help clients reach goals. ✓ Acquired $4M in net new money with $55M assets under management, developing comprehensive, needs-based retirement, investment, estate, and tax solutions for clients.✓ Trained and developed a new Financial Advisor Associate, excelling at interfacing with team members at all levels to ensure company goals were attained and issues were resolved.

Staten Island

Taught four terms of Economics, Principles of Finance, and Managerial Finance, creating lesson plans and syllabi for each course. Demonstrated excellent interpersonal, analytical, communicative, and organization skills.✓ Fostered a collaborative learning environment that enhanced student knowledge and prepared them for further academic and professional development

Jersey City, Nj

Assisted customers in opening and managing their bank accounts and finances. Advised clients on financial services and sold securities as well as other investment products. Strong knowledge of bank products and services. Opened new accounts, completed service requests, and submitted credit applications. Processed home equity loans and lines of credit.✓ Delivered exceptional customer experiences, building relationships through proactive outreach and follow-up, asking questions, and learning about their financial needs.✓ Resolved customer concerns and escalated complaints, collaborating with cross-functional teams to deliver solutions while informing customers on self-service digital options

New York, Ny

Applied understanding of general financial planning principles along with working knowledge of investment, trust, and private banking products and services. Reviewed and processed investment transactions involving executing trades in discretionary and nondiscretionary accounts, account opening, and presentation preparation.✓ Managed financial information for high-net-worth clients ranging from $2M to $25M, handling client inquiries and investment questions and working with complex investment relationships.✓ Increased team revenue by 20% year over year, going from $9.9M in 2006 to $11.3M in 2010, leading the New York Metro Area.

New York, Ny

• Developed project specific reports for departments that reflected actual vs. variance analysis and writing research reports.• Provided brokerage support services with respect to placing equity, mutual funds, hedge funds, options, bonds and wire orders to different departments for execution.• Demonstrated strong leadership skills by building effective working relationships within and outside of peer group that contributed to the financial performance of the firm, and also, provide back office support services with respect to placing client services request to different departments within operations.• Reconciled reports to correct variances between departments.

Kumasi, Ghana

Master Of Business Administration - Mba, Finance And Investments

Bachelor Of Arts (Ba), Economics (Major), Undergraduate Law (Minor)

Bachelor Of Science - Bs, Accounting