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Gerald Moore is listed as Chief Operating Officer (COO) at First Trust Direct Indexing at Veriti Management (acquired by First Trust Portfolios), based in Greater Boston, United States, United States. AeroLeads shows a work email signal at veritimanagement.com and a matched LinkedIn profile for Gerald Moore.
Gerald Moore previously worked as Chief Operating Officer at Veriti Management (Acquired By First Trust Portfolios) and Member at Launchpad Venture Group. Gerald Moore holds Mba, Business Administration And General Management from Dartmouth College - The Tuck School Of Business At Dartmouth.
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AeroLeads found 1 current-domain work email signal for Gerald Moore. Compare company email patterns before reaching out.
Gerry Moore is the former COO and Co-founder of ZiipRoom, a start-up communications software company, where he oversaw finance, administration, and operations.Mr. Moore relentlessly strives for continuous improvement, which has led to his growing and scaling several organizations. He has successfully turned around three underperforming organizations and launched two new businesses. Gerry is experienced in financial planning and analysis, structuring organizations, and re-engineering business processes. He is known among his peers as a natural planner and organizer, and excels at unpacking the key issues from complex problems to make objective decisions. Mr. Moore achieves results by building close relationships with colleagues, partners and clients, using an inclusive leadership style and effective problem solving. Gerry has an extensive background in the technology and healthcare industries, having met with and evaluated the business and financial strategies of thousands of rapidly growing companies in his two decades in the investment management industry. Prior to his investment career, he spent four years in the semiconductor industry, where he developed expertise in product development, go-to-market strategy, and market share growth initiatives.An active angel investor with Launchpad Venture Group and Converge Venture Partners, Mr. Moore has invested in, refined business plans, and developed funding strategies for a range of start-up companies. He also applies his management expertise as board treasurer and finance/audit committee chair of several non-profit organizations and private companies.
Listed skills include Investments, Equities, Portfolio Management, Start Ups, and 18 others.
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Greater Boston Area
Chief Operating Officer (2020-Present)Chief Strategy Officer (2019-2020)Veriti is on a mission to reimagine investing. The old paradigm is to measure success only by investment returns. The new paradigm adds two key dimensions: saving taxes and doing good (buying those companies that make the world a better place). Veriti provides personalized direct.
Boston, MA
Active member of the largest angel investment group in the Northeast, which funds technology, healthcare, life science, and "green" start-up companies in the greater Boston area
Burlington, Massachusetts
Co-founder, COO & Treasurer of ZiipRoom, a software company developing productivity and connectivity solutions for meeting rooms. Managed finance, administration, and operations. Raised two rounds of venture capital financing. Scaled operations for market launch - established over 20 hardware partnerships and distributor/reseller agreements. Negotiated.
Needham, MA
CEO and co-founder of Nido Surgical, a medical device company developing minimally invasive instruments for direct-vision, beating-heart surgery, based on technology developed by Dr. Pedro del Nido, Chief of Cardiac Surgery at Boston Children’s Hospital. Established legal corporation, negotiated patent licensing agreement, developed business plan, hired.
Boston, MA
Co-portfolio manager of the Eaton Vance Multi-Cap Growth Fund, a $300 million multi-cap growth US equity fund. Redesigned investment process and marketing approach of this underperforming fund, which led to improved performance in the subsequent three years. Mentored two newly promoted co-portfolio managers. Also served as research analyst on small-cap.
Boston, MA
Managing Director, Senior Portfolio Manager (2007 - 2010)Sole manager of the Putnam New Opportunities Fund, a $4 billion multi-cap growth US equity fund. Turned around this bottom ranked fund to one outperforming peers in just two years.Senior Vice President, Portfolio Manager (2000 - 2007)Co-manager of the Putnam Capital Opportunities Fund, a $2 billion.
Boston, MA
Equity analyst - Research and analyzed companies in the technology, consumer, and industrial industries for the large-cap value group with $6 billion under management.
Boston, MA
Equity analyst - Primary analyst covering analog and memory semiconductor manufacturers. Published in-depth industry research reports, provided due-diligence and marketing for numerous initial public offerings, and was recognized among the top 3 for stock picking in the Wall Street Journal's "All-Star Analysts 1995 Survey."
Richardson, TX & Waltham, MA
Major account manager to computer, networking, and medical equipment manufacturers in the Boston area. Introduced a new, highly complex, semi-custom product line to the New England region.
Activities and Societies: Student coordinator of Executive-in-Residence program Exchange student to IESE Business School, Barcelona, Spain.
Activities and Societies: President of Sigma Chi Fraternity, Tau Beta Pi (engineeering honor society), Founding Vice President of Golden.
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Gerald Moore works for Veriti Management (acquired by First Trust Portfolios).
Gerald Moore is listed as Chief Operating Officer (COO) at First Trust Direct Indexing at Veriti Management (acquired by First Trust Portfolios).
AeroLeads has found 1 work email signal at @veritimanagement.com for Gerald Moore at Veriti Management (acquired by First Trust Portfolios).
Gerald Moore is based in Greater Boston, United States, United States while working with Veriti Management (acquired by First Trust Portfolios).
Gerald Moore has worked for Veriti Management (Acquired By First Trust Portfolios), Launchpad Venture Group, Ziiproom (Acquired By Bose Corp), Nido Surgical (Acquired By Circa Scientific), and Eaton Vance Management.
You can use AeroLeads to view verified contact signals for Gerald Moore at Veriti Management (acquired by First Trust Portfolios), including work email, phone, and LinkedIn data when available.
Gerald Moore holds Mba, Business Administration And General Management from Dartmouth College - The Tuck School Of Business At Dartmouth.
Gerald Moore is listed with skills including Investments, Equities, Portfolio Management, Start Ups, Due Diligence, Business Planning, Mutual Funds, and Business Development.
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