Maxwell Moore Email and Phone Number
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Maxwell Moore is a Portfolio Manager at Birch Wealth Management. He possess expertise in microsoft office, organizational effectiveness, google apps, analysis, report writing and 9 more skills.
Birch Wealth Management
View- Website:
- birchwealth.com
- Employees:
- 3
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Portfolio ManagerBirch Wealth ManagementNew York, Ny, Us
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Senior Associate, Equity ResearchCiti Aug 2022 - PresentNew York, New York, United States -
Equity Research AssociateManning & Napier Jan 2020 - Mar 2022Rochester, New York, United StatesI am responsible for assisting Finance Analysts by conducting bottom-up research for stocks, analyzing equities, conducting investment research, evaluating equity investments, and generating proprietary reports within the technology sector. I produce written research reports and support findings with financial models, including DCFs and DCMs. I present investment recommendations to a team of Portfolio Managers. I monitor existing equities including reading earnings reports and update the group quarterly on our investment thesis. I maintain detailed meeting notes and various screens to generate investment ideas. -
Junior Account ManagerManning & Napier Nov 2017 - Jan 2020Rochester, New York AreaI managed client accounts to meet their specific investment objectives. I frequently collaborated with Sales, Operations and Research departments to ensure proper execution of client portfolios. I also successfully completed several projects for various teams including a stock valuation project for the Research Department that resulted in my promotion to an Equity Research Associate.
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Operations Processing AnalystState Street Nov 2015 - May 2017Hadley MaI processed equity and credit financial transactions in both the international and domestic market for institutional clients around the world. My duties include researching trade information as well as communicating problems with the investment managers, partnering with Trade Processing team to identify problematic trades and handled workload during peak trading time. I was also a member of the revisions team that handled failed financial trades in the international market e.g., buying stocks/bonds, and fixed dozens of failed trades daily so clients and market participants achieved their desired outcome. -
Project SupervisorSteam Management Inc Jul 2015 - Sep 2016Oversaw multiple six-figure to million dollar commercial projects where we were replacing or refitting heating systems that were either steam or hot water. I managed anywhere from 3 to 6 union pipe fitters and ensured that all projects had adequate material on site and were completed on schedule and on budget. -
Umass Sports Contributor For Hustle Belt Blog On Sb NationHustle Belt Feb 2014 - Sep 2015I covered both the UMass football and men's basketball team. My duties included providing game previews and recaps along with features about special events and players. I coordinated with the UMass editor and fellow contributors of other schools to cover teams effectively. I have developed a fast paced work ethic along with time management skills to meet deadlines.
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Frequently Asked Questions about Maxwell Moore
What company does Maxwell Moore work for?
Maxwell Moore works for Birch Wealth Management
What is Maxwell Moore's role at the current company?
Maxwell Moore's current role is Portfolio Manager.
What is Maxwell Moore's email address?
Maxwell Moore's email address is mm****@****ier.com
What schools did Maxwell Moore attend?
Maxwell Moore attended University Of Massachusetts At Amherst - Isenberg School Of Management.
What skills is Maxwell Moore known for?
Maxwell Moore has skills like Microsoft Office, Organizational Effectiveness, Google Apps, Analysis, Report Writing, Deadline Oriented, Thrive In A Fast Paced Environment, Critical Thinking, Microsoft Word, Social Media, Microsoft Excel, Social Networking.
Who are Maxwell Moore's colleagues?
Maxwell Moore's colleagues are Iris Buczkowski.
Not the Maxwell Moore you were looking for?
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Maxwell Moore
Senior Vice President | Portfolio Management Director | Financial Advisor At Morgan StanleyGreater Syracuse-Auburn Area2mssb.com, morganstanley.com -
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Maxwell Moore
St Matthews, Sc1cfevans.com -
Maxwell Moore
I Specialize In The Areas Of Insurance, Investments, And Financial Planning, Focusing On Education, Retirement, Estate Planning, With A Subspecialty In The Area Of Asset Protection. Go Privateers!Dallas, Tx
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