Branch Manager
Current
Sep 2022 - Present
AeroLeads people directory · profile
James B. Moran Email & Phone Number
Regional Director at Capitol Securities Management Inc.
at
Capitol Securities Management Inc.
1 work email found
@capitolsecurities.com
2 phones found area 973
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Director at Capitol Securities Management Inc.
Location
Naples, Florida, United States
Company size
Who is James B. Moran? Overview
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Quick answer
James B. Moran is listed as Regional Director at Capitol Securities Management Inc. at Capitol Securities Management Inc., a company with 113 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at capitolsecurities.com, phone signal with area code 973, and a matched LinkedIn profile for James B. Moran.
James B. Moran previously worked as Branch Manager at Capitol Securities Management Inc. and Regional Director Florida at Capitol Securities Management Inc.. James B. Moran holds B.A., Political Science from Siena College.
Company email context
Email format at Capitol Securities Management Inc.
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{first_initial}{last}@capitolsecurities.com
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AeroLeads found 1 current-domain work email signal for James B. Moran. Compare company email patterns before reaching out.
Profile bio
About James B. Moran
Investment Management, Corporate Executive Services
Listed skills include Mergers And Acquisitions, Investments, Finance, Mergers, and 44 others.
Current workplace
James B. Moran's current company
Company context helps verify the profile and gives searchers a useful next step.
Capitol Securities Management Inc.
20 roles · 43 years
James B. Moran work experience
A career timeline built from the work history available for this profile.
Regional Director Florida
Current
Sep 2022 - Present
Registered Investment Advisor
CurrentJames helps assist investors by developing and implementing sound financial strategies that seek to maximize the creation, preservation & proper distribution of family wealth. James has over thirty-eight years of business experience in the financial services & investment management industry for both the institutional & private client space. He has his.
Jul 2007 - Present
Regional Director
Sep 2019 - Sep 2022
Branch Manager
Sep 2019 - Sep 2022
President
CurrentIn addition to usual and customary Retail Financial Advisory Services, James has extensive expertise in "Corporate Executive Services": ranging from Corporate Employee Stock Option Plans, Corporate Stock Purchase Plans, 401k plans; Corporate Stock Buy Backs "10B-18"; as well as Investment Banking. International Services are available. Securities offerred.
Sep 2003 - Present
Registered Investment Advisor
Current
Washington Capitol Group, Llc
Investment Management/ConsultationSecurities Offered through Capitol Securities Management Inc.
Apr 2003 - Present
401(K) Advisor - Through Capitol Securities Mgmt.
- Reporting directly to AUTH0 CFO and AUTH0 Sr. Mgr. of People’s Operations. - Review existing plan and review proposals from contra plan providers. - Negotiate fees and Plan provisions. - Review 401(k) Plan’s fund menu, recommend changes when/if needed. - Work closely with Fidelity Investments Managing Director on AUTH0 Plan specifics. - Provide Fiduciary.
Sep 2019 - Apr 2022
Equity Plan Consultant/Global Advisor - Through Capitol Securities Mgmt.
- Reporting directly to AUTH0 CFO, Chief Accounting Officer and Director of Equity Plan Administration. - Review of previous Stock Plan Service Provider and services, due diligence and search on “new” Stock Plan Service Provider. - Quarterly review of Equity Plan activity. - Quarterly analysis and performance of equity plan provider. - Employee.
Apr 2019 - Apr 2022
Consultant
Great-Outdoors.Org
Retained by "www.Great-outdoors.org" and Danny Hammett of Activision, Head Games notoriety.Working directly with Danny Hammett and "www.Great-outdoors.org" on consultancy basis to assist in build out and development of "www.great-outdoors.org".
Sep 2012 - Apr 2014
Jan 2000 - Jan 2008
Stock Option Advisor
Provided Corporate Stock Option Services pursuant to SUNW acquisition, and Section 16 Personnel specific.
Jun 2006 - Jun 2007
Stock Option Advisor
Corporate Executive Services: Stock Option Plan exercise, Employee Stock Purchase Plan, Corporate Stock Buy Back, Corporate Asset Management, Investment Banking.
2000 - 2006
~6 yrs
Dec 1995 - Nov 1999
Stock Option Advisor
Corporate Executive Services: Employee Stock Option Plan implementation and Service, Employee Stock Purchase Plan.
1995 - Nov 1999
Certified Financial Manager
Educational Seminars and consultation for Lucent Employees on Lucent Technology Employee Benefits: 1. Employee Stock Options 2. "Founder's Grants" 3. Employee Stock Purchase Plan 4. 401(k) 5. Financial Planning.
1996 - 1999
~3 yrs
Mar 1995 - Dec 1995
Sep 1994 - Mar 1995
Dec 1986 - Sep 1994
Financial Consultant
Philips, Appel And Walden Inc.
Investment Management, Secondary Stock Offerings, IPO's.
1983 - 1986
~3 yrs
Team & coworkers
Colleagues at Capitol Securities Management Inc.
Other employees you can reach at capitolsecurities.com. View company contacts for 113 employees →
WM
William Mcghee
Colleague at Capitol Securities Management Inc.
Glen Allen, Virginia, United States, United States
View →
RR
Rich Ragold
Colleague at Capitol Securities Management Inc.
New Vernon, New Jersey, United States, United States
View →
JW
Jane Whittemore
Colleague at Capitol Securities Management Inc.
Powhatan, Virginia, United States, United States
View →
RG
Robert Grandy
Colleague at Capitol Securities Management Inc.
Midlothian, Virginia, United States, United States
View →
KJ
Kenneth Johnson
Colleague at Capitol Securities Management Inc.
Bellingham, Massachusetts, United States, United States
View →
AB
Andrew Burke
Colleague at Capitol Securities Management Inc.
Reston, Virginia, United States, United States
View →
MH
Mark Hamby
Colleague at Capitol Securities Management Inc.
Glen Allen, Virginia, United States, United States
View →
SM
Steven Marascia
Colleague at Capitol Securities Management Inc.
Richmond, Virginia, United States, United States
View →
JW
Jim Wallace
Colleague at Capitol Securities Management Inc.
Boston, Massachusetts, United States, United States
View →
MS
Maureen Schulde
Colleague at Capitol Securities Management Inc.
Hampton Falls, New Hampshire, United States, United States
View →
William Mcghee
Colleague at Capitol Securities Management Inc.
Glen Allen, Virginia, United States, United States
View →
RR
Rich Ragold
Colleague at Capitol Securities Management Inc.
New Vernon, New Jersey, United States, United States
View →
JW
Jane Whittemore
Colleague at Capitol Securities Management Inc.
Powhatan, Virginia, United States, United States
View →
RG
Robert Grandy
Colleague at Capitol Securities Management Inc.
Midlothian, Virginia, United States, United States
View →
KJ
Kenneth Johnson
Colleague at Capitol Securities Management Inc.
Bellingham, Massachusetts, United States, United States
View →
AB
Andrew Burke
Colleague at Capitol Securities Management Inc.
Reston, Virginia, United States, United States
View →
MH
Mark Hamby
Colleague at Capitol Securities Management Inc.
Glen Allen, Virginia, United States, United States
View →
SM
Steven Marascia
Colleague at Capitol Securities Management Inc.
Richmond, Virginia, United States, United States
View →
JW
Jim Wallace
Colleague at Capitol Securities Management Inc.
Boston, Massachusetts, United States, United States
View →
MS
Maureen Schulde
Colleague at Capitol Securities Management Inc.
Hampton Falls, New Hampshire, United States, United States
View →
2 education records
James B. Moran education
B.A., Political Science
Education record
Albertus Magnus High School
FAQ
Frequently asked questions about James B. Moran
Quick answers generated from the profile data available on this page.
What company does James B. Moran work for?
James B. Moran works for Capitol Securities Management Inc..
What is James B. Moran's role at Capitol Securities Management Inc.?
James B. Moran is listed as Regional Director at Capitol Securities Management Inc. at Capitol Securities Management Inc..
What is James B. Moran's email address?
AeroLeads has found 1 work email signal at @capitolsecurities.com for James B. Moran at Capitol Securities Management Inc..
What is James B. Moran's phone number?
AeroLeads has found 2 phone signal(s) with area code 973 for James B. Moran at Capitol Securities Management Inc..
Where is James B. Moran based?
James B. Moran is based in Naples, Florida, United States while working with Capitol Securities Management Inc..
What companies has James B. Moran worked for?
James B. Moran has worked for Capitol Securities Management Inc., Washington Capitol Group, Llc, Auth0, Great-Outdoors.Org, and Target Inc.
Who are James B. Moran's colleagues at Capitol Securities Management Inc.?
James B. Moran's colleagues at Capitol Securities Management Inc. include William Mcghee, Rich Ragold, Jane Whittemore, Robert Grandy, and Kenneth Johnson.
How can I contact James B. Moran?
You can use AeroLeads to view verified contact signals for James B. Moran at Capitol Securities Management Inc., including work email, phone, and LinkedIn data when available.
What schools did James B. Moran attend?
James B. Moran holds B.A., Political Science from Siena College.
What skills is James B. Moran known for?
James B. Moran is listed with skills including Mergers And Acquisitions, Investments, Finance, Mergers, Financial Services, Securities, Corporate Law, and Strategic Partnerships.
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