Christopher Moore
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Christopher Moore Email & Phone Number

Retired at none
Location: Charlotte, North Carolina, United States 6 work roles 3 schools
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Current company
Role
Retired
Location
Charlotte, North Carolina, United States
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Who is Christopher Moore? Overview

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Christopher Moore is listed as Retired based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Christopher Moore.

Christopher Moore previously worked as Chief Entertainment Officer at Tumbler, Breeze, & Tuneage and Customized Benchmark Strategies Manager at Wells Fargo. Christopher Moore holds Master Of Business Administration (Mba) from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

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About Christopher Moore

Customized Benchmark Strategies Manager within Wells Fargo Wealth & Investment Management's Equity Optimization Group, overseeing $1.7B+ in direct indexing, tax overlay, multi-cap and ESG-curated equity portfolios designed to meet clients’ investment objectives, control risk, and manage the taxable impacts of trading. Drives the risk management and operational excellence of the EOG, which in turn has responsibility for tax-sensitive investment management for over $18 billion in common stock portfolios across the nation.

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Christopher Moore's current company

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none
None
Retired
Charlotte, NC, US
Website
Employees
11315
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6 roles · 34 years

Christopher Moore work experience

A career timeline built from the work history available for this profile.

Retired

Charlotte, Nc, Us

Chief Entertainment Officer

Tumbler, Breeze, & Tuneage

Charlotte, Nc, Us

Customized Benchmark Strategies Manager

Charlotte, North Carolina, United States

Responsible for Wealth Investment Management's product suite of tax-optimized direct indexing portfolios, representing over $1.7 Billion in AUM with clients that include high net worth individuals, trusts, and institutions… Trading both with discretion and by generating persuasive recommendations to powerholders related to tax management opportunities, portfolio analysis, and structural improvements … Developed ESG-based strategies to offer benchmark invested with curated buylist overlays for socially-responsible clients ... Led Business Process Management project to define risk nodes in the group process and wrote Risk & Control audit procedures to measure and manage exposures.

Lead Portfolio Manager

Charlotte, North Carolina Area

Act as manager and coach for a team of portfolio managers... Create and deliver presentations for both investment professionals and clients to enhance market penetration… Monitor and maintain cohesive trading and risk operational environment for the Equity Optimization GroupPart of the leadership group tasked with implementing a customized portfolio optimization process using algorithms balancing the quality of holdings, contribution to tracking error, and tax cost of change... Drafted operational and risk management procedures for current and prospective products… Subject Matter Expert for UAT and ongoing development of the systems... Facilitated transition of the process from Wachovia/Evergreen to Wells Fargo

2002 - 2017 ~15 yrs

Vice President

North State Financial Management

Central North Carolina

Built the money management program for an investment advisory firm… Responsible for diverse investment selection, due diligence, trading, and optimized portfolio models… Created and managed a 401(k) plan product with customized options, personalized education, and ongoing fiduciary support … Instrumental in increasing assets from $10MM to $90MMLeading speaker for the firm at 401(k) enrollment meetings and marketing presentations… Performed all quarterly client/trustee reporting conferences Evaluated business growth options and impact… Managed procedural development over multiple regional expansions… Implemented service-focused client relationship process and directed internal operations… Built and maintained provider relationships Conceived, marketed, and operated an aggressive hedge fund (Piranha Partners, LLP) for the firm’s qualified clients… Managed all legal, accounting, and technological details

1995 - 2002 ~7 yrs

Senior Analyst

Stearns Financial Services Group

Greensboro/Winston-Salem, North Carolina Area

Analyzed the strategy and tactics of managed assets at a private financial advisory firm; including mutual funds, equities, venture capital, and client-specific holdings… Significant client contact responsibility… Developed presentations for investment, trust/estate designs, and business plans

1993 - 1995 ~2 yrs
3 education records

Christopher Moore education

Hs

Page High School
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What is Christopher Moore's role at their current company?

Christopher Moore is listed as Retired.

Where is Christopher Moore based?

Christopher Moore is based in Charlotte, North Carolina, United States.

What companies has Christopher Moore worked for?

Christopher Moore has worked for Tumbler, Breeze, & Tuneage, Wells Fargo, North State Financial Management, and Stearns Financial Services Group.

How can I contact Christopher Moore?

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What schools did Christopher Moore attend?

Christopher Moore holds Master Of Business Administration (Mba) from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

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