J.T. Mooser
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J.T. Mooser Email & Phone Number

Wealth Plan Design Specialist at oXYGen Financial
Location: United States, United States, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
oXYGen Financial
Role
Wealth Plan Design Specialist
Location
United States, United States, United States
Company size
37 employees

Who is J.T. Mooser? Overview

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Quick answer

J.T. Mooser is listed as Wealth Plan Design Specialist at oXYGen Financial, a company with 37 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for J.T. Mooser.

J.T. Mooser previously worked as Research Analyst at Uky Portfolio Management and Brokerage Intern at Amwins. J.T. Mooser holds Bachelor Of Business Administration - Bba, Finance, Accounting, And Marketing, Senior from University Of Kentucky.

Company email context

Email format at oXYGen Financial

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oXYGen Financial

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Profile bio

About J.T. Mooser

Originally from Louisville, KY. 2024 graduate from the University of Kentucky. B.B.A. in Finance, Accounting, and Marketing. Wealth Plan Design Specialist at oXYGen Financial in Alpharetta, GA working with financial advisory clients in multiple areas including retirement planning, tax planning, investment management, and business ownership. My joy from working in financial advisory comes from the trust given from clients to the advisors and their team, handing over the keys to a crucial area of their lives and entrusting us to be their guide to financial stability. Love seeing both the technical finance side: running financial plans and doing investment research, along with the client-facing side: creating genuine relationships with clients to assist them wherever needed.I wish to continue my education in the realm of investment research. I really like the valuation side of investing while getting in the weeds of a new idea/company to see if there is a great investment opportunity present. If you're seeing this and have any good book, course, YT video, etc. recommendations on investment analysis, I'd love to hear them.Outside of work, I enjoy exercising, bike rides, video games, and watching UK football/basketball.

Current workplace

J.T. Mooser's current company

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oXYGen Financial
Oxygen Financial
Wealth Plan Design Specialist
georgia, united states
Website
oxygenfinancial.net
Employees
37
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5 roles

J.T. Mooser work experience

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

Wealth Plan Design Specialist

Current
Oxygen Financial

Alpharetta, Georgia, United States

Jun 2024 - Present

Research Analyst

Uky Portfolio Management

Lexington, Kentucky, United States

  • Selected among group of top finance students to manage a $6M portion of the UKY Endowment Fund
  • Built various valuation models including Discounted Cash Flow, Compounding Book Value, DividendDiscount, and Trading Multiples in Microsoft Excel using Bloomberg Terminal data and SEC filings
  • Analyzed company financial reports using various financial ratios to evaluate economic health
  • Presented investment theses on $COIN, $SHW, and $ASML to make buy/sell decisions for the portfolio
Aug 2023 - Dec 2023

Brokerage Intern

Amwins

Tampa, Florida, United States

  • Worked with brokerage team to delegate specialty Florida property risk among various insurance carriers
  • Created quotes, policies, and statement of values sheets to promptly provide to clients
  • Gained experience with insurance markets and client-relationship management
May 2023 - Aug 2023

Uky Club Lacrosse President

University Of Kentucky Club Lacrosse

Lexington, Kentucky, United States

  • Elected by teammates and coaches to lead team during junior year season
  • Headed all team operations such as managing tryouts, scheduling games, ordering equipment, organizingfundraising events, and budgeting team dues/expenses
  • Fundraised $11,000 throughout the year to help cover team expenses
May 2022 - May 2023

Summer Associate

Dick'S Sporting Goods

Louisville, Kentucky, United States

  • Obtained the most Dick’s Sporting Goods credit card sales of any associate during tenure of employment
  • Developed interpersonal communication skills through day-to-day customer interactions
  • Worked as a cashier and on-floor associate to provide optimal service to every customer
May 2022 - Aug 2022
Team & coworkers

Colleagues at oXYGen Financial

Other employees you can reach at oxygenfinancial.net. View company contacts for 37 employees →

TK Thomas Kettering Thomas Kettering Colleague at Oxygen Financial Atlanta Metropolitan Area, United States View → AM Andrea Marquez Andrea Marquez Colleague at Oxygen Financial New York, New York, United States, United States View → AH Auguste Hanna Auguste Hanna Colleague at Oxygen Financial Alpharetta, Georgia, United States, United States View → AW Ashley Woodall Ashley Woodall Colleague at Oxygen Financial Alpharetta, Georgia, United States, United States View → DW Danielle Witt Danielle Witt Colleague at Oxygen Financial Roswell, Georgia, United States, United States View → AW Austin Willis Austin Willis Colleague at Oxygen Financial Canton, Georgia, United States, United States View → JP Jamie Philipson Jamie Philipson Colleague at Oxygen Financial Alpharetta, Georgia, United States, United States View → CS Charles Steele, Vp, Private Cfo™, Cfp® Charles Steele, Vp, Private Cfo™, Cfp® Colleague at Oxygen Financial Atlanta, Georgia, United States, United States View → AG Allyson Garringer Allyson Garringer Colleague at Oxygen Financial Atlanta Metropolitan Area, United States View → MK Mary Kennon Lewis Mary Kennon Lewis Colleague at Oxygen Financial Atlanta Metropolitan Area, United States View →
2 education records

J.T. Mooser education

Bachelor Of Business Administration - Bba, Finance, Accounting, And Marketing, Senior

University Of Kentucky

Activities and Societies: Finance, Accounting, and Marketing Major 4.0 Cumulative GPA President of the club lacrosse team Member of Gamma.

High School Diploma, Alumni

Trinity High School

Activities and Societies: 7 Class Accommodation Awards 3.97 GPA in Honors 4 Years Lacrosse 2 Years Soccer Merton House Service Captain.

FAQ

Frequently asked questions about J.T. Mooser

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

What company does J.T. Mooser work for?

J.T. Mooser works for oXYGen Financial.

What is J.T. Mooser's role at oXYGen Financial?

J.T. Mooser is listed as Wealth Plan Design Specialist at oXYGen Financial.

Where is J.T. Mooser based?

J.T. Mooser is based in United States, United States, United States while working with oXYGen Financial.

What companies has J.T. Mooser worked for?

J.T. Mooser has worked for Oxygen Financial, Uky Portfolio Management, Amwins, University Of Kentucky Club Lacrosse, and Dick'S Sporting Goods.

Who are J.T. Mooser's colleagues at oXYGen Financial?

J.T. Mooser's colleagues at oXYGen Financial include Thomas Kettering, Andrea Marquez, Auguste Hanna, Ashley Woodall, and Danielle Witt.

How can I contact J.T. Mooser?

You can use AeroLeads to view verified contact signals for J.T. Mooser at oXYGen Financial, including work email, phone, and LinkedIn data when available.

What schools did J.T. Mooser attend?

J.T. Mooser holds Bachelor Of Business Administration - Bba, Finance, Accounting, And Marketing, Senior from University Of Kentucky.

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