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Doug Moore Email & Phone Number

Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience at Edelman Financial Engines
Location: East Greenwich, Rhode Island, United States 14 work roles 2 schools
1 work email found @edelmanfinancialengines.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email d****@edelmanfinancialengines.com
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Current company
Role
Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience
Location
East Greenwich, Rhode Island, United States

Who is Doug Moore? Overview

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Quick answer

Doug Moore is listed as Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience at Edelman Financial Engines, based in East Greenwich, Rhode Island, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com and a matched LinkedIn profile for Doug Moore.

Doug Moore previously worked as Chief Financial Officer, Client Team at Edelman Financial Engines and Chief Financial Officer at Aaa Northeast. Doug Moore holds Master Of Business Administration - Mba, Finance And Real Estate from Cornell Johnson Graduate School Of Management.

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Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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Profile bio

About Doug Moore

Results driven senior executive leader with deep functional experience in finance and operational support positions. Strategic business partner and collaborative relationship builder who works across the organization from the ground up to create strong teams, improve processes, and drive value. Leverage planning and forecasting capabilities to pinpoint where the business stands and is headed. Focused on business performance management to solve issues, increase revenues, and reduce costs. STRENGTHS• Business strategy• Financial planning and analysis• Business partner support• Organizational integration• Process improvement• Board and regulatory experience• Customer focus orientation• Experience with SaaS and subscription membership revenue models• Building high performing teams• Well-developed organizational and communication skills• Strong attention to detail• Negotiation skills• Ability to develop and manage trusted partnershipsI am an experienced finance professional who leverages the breadth and depth of my background to build strategic finance functions and improve business operations. I excel at identifying talent, building successful teams and developing valuable business partner relationships.

Listed skills include Strategic Planning, Process Improvement, Financial Modeling, Business Strategy, and 25 others.

Current workplace

Doug Moore's current company

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Edelman Financial Engines
Edelman Financial Engines
Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience
AeroLeads page
14 roles · 38 years

Doug Moore work experience

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

Chief Financial Officer, Client Team

Current

Santa Clara, California, US

Lead a team of finance professionals responsible for developing and implementing strategies to evolve key processes, deliver valuable insights and analytics, and drive profitable growth and client retention in partnership with the Wealth Management and Workplace business.

Dec 2021 - Present

Chief Financial Officer

Providence, RI, US

Led more than 70 associates at one of the largest AAA clubs serving six states offering roadside assistance, property and casualty insurance, financial services, travel services, and branch operations. Directed the Finance, Accounting, Payroll, Financial Operations, Systems, and Treasury teams. Oversaw capital calls, money movement, banking, and audit.

2020 - Dec 2021

Senior Vice President - Finance And Administration

Providence, RI, US

2019 - 2020 ~1 yr

Chief Financial Officer

Highvista Strategies, Llc

Responsible for the overall financial architecture of an investment management firm with over $3B in assets, delivering diversified portfolios across public and private markets to institutional and high net wealth investors. Oversaw fund accounting, operations, valuation, tax, reporting, financial statement preparation, and cash management activity across.

2018 - 2019 ~1 yr

Vice President - Emoney Advisor

Boston, MA, US

Led the Financial Planning & Analysis, Enterprise Program Management and Internal Systems Product Management teams of a $100M software as a service (SaaS) financial technology company delivering wealth management and financial planning software. Responsible for the delivery of accurate, high quality financial information and strategic analysis including.

2018 - 2018

Senior Vice President - Fidelity Institutional Asset Management

Boston, MA, US

Managed Planning, Business Operations, Project Management, and Facilities Administration groups within the Chief Administrative Office of an institutional asset management firm with $500B of assets and $1.2B of revenue.

2015 - 2016 ~1 yr

Chief Financial Officer - Pyramis Global Advisors

Boston, MA, US

Responsible for the financial oversight and support of an institutional asset management company with $220B of advisory assets generating $350M of revenue for Pyramis and $1B for Fidelity. Helped set business strategy and drive execution.

2011 - 2015 ~4 yrs

Vice President Finance - Pyramis Global Advisors

Boston, MA, US

Led a team of analysts supporting the Global Sales and Distribution, Investment Management, and all middle office support functions.

2008 - 2011 ~3 yrs

First Vice President, Senior Sales Operations Manager, Commercial Term Lending

New York, NY, US

Supported the East Coast Director and National Operations Manager in driving sales and streamlining processes across the Commercial Term Lending group which served the multi-family and small commercial real estate markets. Provided operational support including capturing pricing data, building market analysis, developing production reporting, coordinating.

2006 - 2008 ~2 yrs

First Vice President, Senior Finance Manager

New York, NY, US

Supported the Executive Vice President and Human Resources function, drove productivity gains, identified cost efficiencies, and provided financial oversight. Managed annual corporate HR department and overhead planning process totaling roughly $150M; provided recommendations, expense guidance and analysis for medical, pension, stock incentive, and.

2003 - 2006 ~3 yrs

Vice President Of Operations & Planning, North America

New York, NY, US

Responsible for the day-to-day operations of an e-business consulting firm with five North American offices and annual revenues exceeding $40M. Managed a team of five to increase operational efficiencies and provide enhanced support services with an emphasis on staffing mix and resource planning, billing, internal technology, training and office.

2000 - 2002 ~2 yrs

Director Of Finance

Philadelphia, Pennsylvania, US

1994 - 2000 ~6 yrs

Financial Analyst / Compensation Analyst

Dammam, Eastern, SA

1991 - 1994 ~3 yrs

Recruiting Coordinator

Atlanta, Georgia, US

1988 - 1990 ~2 yrs
2 education records

Doug Moore education

Master Of Business Administration - Mba, Finance And Real Estate

Cornell Johnson Graduate School Of Management

Bs, Industrial Labor Relations

Cornell University
FAQ

Frequently asked questions about Doug Moore

Quick answers generated from the profile data available on this page.

What company does Doug Moore work for?

Doug Moore works for Edelman Financial Engines.

What is Doug Moore's role at Edelman Financial Engines?

Doug Moore is listed as Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience at Edelman Financial Engines.

What is Doug Moore's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Doug Moore at Edelman Financial Engines.

Where is Doug Moore based?

Doug Moore is based in East Greenwich, Rhode Island, United States while working with Edelman Financial Engines.

What companies has Doug Moore worked for?

Doug Moore has worked for Edelman Financial Engines, Aaa Northeast, Highvista Strategies, Llc, Fidelity Investments, and Washington Mutual.

How can I contact Doug Moore?

You can use AeroLeads to view verified contact signals for Doug Moore at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Doug Moore attend?

Doug Moore holds Master Of Business Administration - Mba, Finance And Real Estate from Cornell Johnson Graduate School Of Management.

What skills is Doug Moore known for?

Doug Moore is listed with skills including Strategic Planning, Process Improvement, Financial Modeling, Business Strategy, Corporate Finance, Series 7, Forecasting, and Budgeting.

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