Christopher Moore Email & Phone Number
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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.
Christopher Moore's current company
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Christopher Moore work experience
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Chief Entertainment Officer
Customized Benchmark Strategies Manager
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
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
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 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
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
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Frequently asked questions about Christopher Moore
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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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