Eamon Moran Email and Phone Number
Eamon Moran work email
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Eamon Moran personal email
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Round Rock Advisors LLC is a Registered Investment Advisor regulated by the Securities & Exchange Commission. As a Wealth Advisor and fiduciary, I am dedicated to providing personalized financial advice and wealth management to individuals, families and businesses. I assist clients in preserving and growing generational wealth by engaging in comprehensive and ongoing financial planning. Traditional planning topics include cash flow, asset accumulation, retirement, tax, risk management and estate planning. Holistic planning involves goal identification, strategy assessment, plan implementation, and continuous plan review, measurement and refinement. I deliver service that is objective, transparent, responsive and built on deep relationships.
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Wealth AdvisorRound Rock Advisors Llc Jan 2021 - PresentWilton, Connecticut, Us• Offer objective wealth services and solutions, tailored to unique client circumstances and goals• Customize advice based on comprehensive and ongoing financial planning• Serve as a "go-to" resource for all aspects of client financial planning• Provide expertise to address complex needs and deliver specialist services• Manage assets as a fiduciary supported by independent custodians to safeguard client assets• Actively coordinate service with client attorneys and accountants• Develop deep, trusted client relationships by protecting what matters most to clients
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Wealth Advisor, Senior Vice PresidentWells Fargo Private Bank Dec 2018 - Dec 2020San Francisco , Ca, Us• Advised high net worth individuals and families on a broad range of wealth management matters • Helped clients identify unique goals and lead a dedicated team of specialists to implement customized, comprehensive strategies and solutions tailored to specific needs • Led a collaborative discovery experience around the personal importance of wealth and the impact wealth has on families, within the context of legacy and wealth transfer -
Head Of Investment Banking & Private Equity, AmericasMoody'S Analytics Knowledge Services Jan 2014 - Feb 2018London, Gb• Led a team of six business development staff in New York covering the Americas • Ran high quality enterprise sales cycles, including prospecting new clients, leveraging existing relationships and networks, developing compelling value propositions and negotiating complex agreements • Supported solution development efforts that best addressed customer needs, while coordinating the involvement of all necessary internal personnel • Operated as the lead point of contact for all matters specific to firm clients, including C-level engagement, on-boarding of new clients, and tactical interface with end users -
Director Investment BankingAmherst Partners Sep 2009 - Dec 2013Birmingham, Mi, Us• Provided strategic and financial advisory services to public and private clients in the areas of mergers, acquisitions, divestitures, valuations, and the placement of debt and equity securities• Developed referral relationships, and originated and executed transactions• Managed marketing efforts, in particular firm website and client collateral -
Vice PresidentP&M Corporate Finance - Pmcf Jan 2006 - Aug 2009Chicago, Illinois, Us• Originated and executed middle market M&A and capital-raising transactions across numerous industries, including Business Services, Industrials, Energy and Automotive• Served as primary client contact during all stages of engagements• Closed cross-border transactions with Italian, English and Swiss buyers and sellers, among others• Crafted client deliverables, including information memorandums and management presentations• Evaluated transactions using multiple financial modeling techniques, including discounted cash flow, leveraged buyout, precedent transaction and comparable company analyses
Eamon Moran Skills
Eamon Moran Education Details
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University Of Michigan - Stephen M. Ross School Of BusinessFinance -
Stanford UniversityPolitical Science
Frequently Asked Questions about Eamon Moran
What company does Eamon Moran work for?
Eamon Moran works for Round Rock Advisors Llc
What is Eamon Moran's role at the current company?
Eamon Moran's current role is Wealth Advisor at Round Rock Advisors LLC.
What is Eamon Moran's email address?
Eamon Moran's email address is ea****@****ail.com
What schools did Eamon Moran attend?
Eamon Moran attended University Of Michigan - Stephen M. Ross School Of Business, Stanford University.
What skills is Eamon Moran known for?
Eamon Moran has skills like Strategic Planning, Strategies For Business Owners, Multigenerational Wealth Transfer, Wealth Planning Strategies, Investment Planning, Philanthropic Planning Strategies, Business Planning, Business Strategy, Business Valuation, Capital Markets, Corporate Development, Corporate Finance.
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