Jeremie Moe personal email
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Spending years managing in the Hospitality industry, I knew I needed a change. I had always loved being a part of the customer experience but wanted to offer it on a more personal level. I worked at Wise Financial Solutions for over four years with the goal of creating and building relationships. I look to further my goal in Joining Cuso Financial Services at Wescom Credit Union.I graduated Cal State Long Beach with a degree in Finance and hold an insurance license with the state of California (CA Insurance Lic # 4104847), as well as the series 7 and 66 registrations through Cuso Financial Services.I live in Long Beach with my wife, Ashlee and our daughter, Avery. We have two dogs, Jack and Banana. I have a passion for snowboarding and have traveled all over North America fulfilling that passion.As a Financial Advisor with Cuso Financial Services at Wescom Credit Union my goal is to facilitate the overall client experience and ensure that everyone knows that they are getting custom tailored support.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members.Member FINRA/SIPCwww.finra.orgwww.spic.org
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Financial AdvisorLpl FinancialCosta Mesa, Ca, Us -
Financial AdvisorWescom Financial Services Llc Mar 2023 - PresentFinancial Advisor with Cuso Financial Services at Wescom Credit Union. servicing the Costa Mesa and Irvine branches. -
Financial AdvisorCuso Financial Services L.P. Mar 2023 - PresentUs -
Lpl Financial AdvisorWise Financial Solutions Sep 2022 - Mar 2023
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Director Of Business DevelopmentWise Financial Solutions Jan 2020 - Sep 2022Jeremie Moe is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment representative. Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Client SpecialistReef Wealth Management Sep 2018 - Nov 2021El Segundo, Ca, Us -
Director Of Business DevelopmentReef Wealth Management Sep 2018 - Nov 2021El Segundo, Ca, Us
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On Premise Sales RepresentativeSouthern Glazer'S Wine & Spirits Jun 2016 - Jul 2018Miami, Florida, Usmade regular sales calls to assigned accounts, maintained and cultivated relationships for further volume growth. Demonstrated resourcefulness and organization to meet/exceed monthly quotas and placement objectives. Facilitate on-site training and winery distiller education within accounts in my territory. Utilize full knowledge SWS, PWS, AWS, and TAS portfolios to help further growth. Cultivate, create/design programs tailored to individual accounts and there expectations of clientele. -
Assitant General Manager And Bar ManagerTantalum Restaurant May 2011 - Jun 2016UsDeveloped innovative promotions increasing brand awareness and sales volume. Created in house sales and purchasing tracking to further grow new brands and trends. Organized training for staff to ensure they have the necissary tools to increase sales and increase the customer experience. Maintained monthly inventory and order placement to reduce shrinkage. -
Owner OperatorFive Star Painting Apr 2011 - Jun 2016Generated new leads through various channels including door to door, BNI, door hangers, trade shows, etc. Built and grew relationships with customers through estimating each project and following up with customers. hired and managed all workers for each project tp ensure completion on time and under budget. Maintained quality control on products being used as well as the quality of work being done to ensure customer satisfaction. Continued to follow-up with customers for future projects as well as developing a referral network.
Jeremie Moe Skills
Jeremie Moe Education Details
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California State University-Long BeachFinance And Financial Management Services
Frequently Asked Questions about Jeremie Moe
What company does Jeremie Moe work for?
Jeremie Moe works for Lpl Financial
What is Jeremie Moe's role at the current company?
Jeremie Moe's current role is Financial Advisor.
What is Jeremie Moe's email address?
Jeremie Moe's email address is mo****@****aol.com
What schools did Jeremie Moe attend?
Jeremie Moe attended California State University-Long Beach.
What skills is Jeremie Moe known for?
Jeremie Moe has skills like Food And Beverage, Hospitality, Microsoft Excel, Microsoft Office, Microsoft Word, Restaurants, Sales, Sales Management.
Who are Jeremie Moe's colleagues?
Jeremie Moe's colleagues are Lucas Sharman, Ann Frigon, Jessica Hayden, Mba, Robert Greene, Tee E, Ana B. Hernández, Nicole Oliphant.
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