AeroLeads people directory · profile
Davis Moore Email & Phone Number
Client Engagement Manager
at
Communify Fincentric
1 work email found
@ihsmarkit.com
2 phones found area 229
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Client Engagement Manager
Location
Denver, Colorado, United States
Who is Davis Moore? Overview
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Quick answer
Davis Moore is listed as Client Engagement Manager at Communify Fincentric, based in Denver, Colorado, United States. AeroLeads shows a work email signal at ihsmarkit.com, phone signal with area code 229, and a matched LinkedIn profile for Davis Moore.
Davis Moore previously worked as Senior Product Manager at Hubsync and Senior Product Owner at S&P Global Market Intelligence. Davis Moore holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
Company email context
Email format at Communify Fincentric
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{first}.{last}@ihsmarkit.com
86% confidence
AeroLeads found 1 current-domain work email signal for Davis Moore. Compare company email patterns before reaching out.
Profile bio
About Davis Moore
Davis Moore is a Client Engagement Manager at Communify Fincentric. He possess expertise in microsoft excel, leadership, microsoft office, teamwork, family and financial planning and 14 more skills.
Listed skills include Microsoft Excel, Leadership, Microsoft Office, Teamwork, and 15 others.
Current workplace
Davis Moore's current company
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6 roles
Davis Moore work experience
A career timeline built from the work history available for this profile.
Senior Product Manager
Current
Jun 2023 - Present
Senior Product Owner
Apr 2020 - Jun 2023
Credit Analyst / Loan Officer
- Analyzed applicants’ financial status, credit, and property evaluations to determine feasibility of granting both consumer and commercial loans.
- Prepared all bank related monthly reports, including Officer Performance, Asset Quality, Classified Assets, and Foreclosed Assets.
- Performed all bank related in-house appraisals, including both residential and commercial appraisals.
Apr 2018 - Apr 2020
Financial Analyst
- Consulted with corporate executives and high net-worth individuals to provide comprehensive personal financial planning, investment planning, and tax services.
- Prepared income tax projections, financial statements, retirement cash-flows, education-funding analysis, insurance planning, and estate planning documents.
- Extensive prospecting to acquire new clients and increase assets under management.
Jan 2016 - May 2017
Financial Planning Intern
- Completed financial documents, including net worth statements, performance monitors, and income analysis worksheets.
- Established an efficient and effective filing system within Smartstation customer relationship management software to assist financial planners in organizing confidential client documents.
- Gained a deeper understanding of the financial services industry and the financial planning profession by consistently meeting with company leaders to discuss professional goals.
May 2015 - Jul 2015
2 education records
Davis Moore education
Bachelor Of Science - Bs, Financial Planning
The University Of Georgia
High School Diploma
Deerfield Windsor College Preparatory School
FAQ
Frequently asked questions about Davis Moore
Quick answers generated from the profile data available on this page.
What company does Davis Moore work for?
Davis Moore works for Communify Fincentric.
What is Davis Moore's role at Communify Fincentric?
Davis Moore is listed as Client Engagement Manager at Communify Fincentric.
What is Davis Moore's email address?
AeroLeads has found 1 work email signal at @ihsmarkit.com for Davis Moore at Communify Fincentric.
What is Davis Moore's phone number?
AeroLeads has found 2 phone signal(s) with area code 229 for Davis Moore at Communify Fincentric.
Where is Davis Moore based?
Davis Moore is based in Denver, Colorado, United States while working with Communify Fincentric.
What companies has Davis Moore worked for?
Davis Moore has worked for Communify Fincentric, Hubsync, S&P Global Market Intelligence, Citizens Bank Of Americus, and Ayco, A Goldman Sachs Company.
How can I contact Davis Moore?
You can use AeroLeads to view verified contact signals for Davis Moore at Communify Fincentric, including work email, phone, and LinkedIn data when available.
What schools did Davis Moore attend?
Davis Moore holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
What skills is Davis Moore known for?
Davis Moore is listed with skills including Microsoft Excel, Leadership, Microsoft Office, Teamwork, Family And Financial Planning, Customer Service, Social Networking, and Strategic Financial Planning.
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