Christopher Moore Email & Phone Number
Who is Christopher Moore? Overview
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Christopher Moore is listed as Chief Entertainment Officer at Tumbler, Breeze, & Tuneage, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Christopher Moore.
Christopher Moore previously worked as Customized Benchmark Strategies Manager at Wells Fargo and Lead Portfolio Manager at Wells Fargo. Christopher Moore holds Master Of Business Administration (Mba) from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.
Email format at Tumbler, Breeze, & Tuneage
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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.
Christopher Moore's current company
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Christopher Moore work experience
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Customized Benchmark Strategies Manager
CurrentResponsible 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.
Lead Portfolio Manager
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.
Vice President
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.
Senior Analyst
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
Christopher Moore education
Master Of Business Administration (Mba)
Ba, History
Hs
Frequently asked questions about Christopher Moore
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What company does Christopher Moore work for?
Christopher Moore works for Tumbler, Breeze, & Tuneage.
What is Christopher Moore's role at Tumbler, Breeze, & Tuneage?
Christopher Moore is listed as Chief Entertainment Officer at Tumbler, Breeze, & Tuneage.
Where is Christopher Moore based?
Christopher Moore is based in Charlotte, North Carolina, United States while working with Tumbler, Breeze, & Tuneage.
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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