Richard Moore

Richard Moore Email and Phone Number

President at Great Oak Companies | Investment Strategist @ FINRA (Financial Industry Regulatory Authority)
Richard Moore's Location
Denver Metropolitan Area, United States, United States
Richard Moore's Contact Details
About Richard Moore

As the President of Great Oak Companies, I lead a diversified holding company that focuses on the financial consulting, real estate, and venture capital markets. I have over 14 years of experience in this role.I leverage my extensive knowledge and skills in investments, private equity, and capital markets to identify and execute profitable opportunities, manage risk, and provide strategic guidance to our portfolio companies and clients. I also serve as an independent contractor and arbitrator for FINRA, the largest independent regulator for all securities firms in the US, where I help resolve disputes among investors, securities firms, and employees. My mission is to create value, foster innovation, and uphold integrity in the financial industry.

Richard Moore's Current Company Details
FINRA (Financial Industry Regulatory Authority)

Finra (Financial Industry Regulatory Authority)

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President at Great Oak Companies | Investment Strategist
Richard Moore Work Experience Details
  • Great Oak Companies
    President
    Great Oak Companies Nov 2008 - Present
    Great Oak is a diversified holding company focusing in the financial consulting, real estate and venture capital markets.
  • Finra (Financial Industry Regulatory Authority)
    Finra Arbitrator - Independent Contractor
    Finra (Financial Industry Regulatory Authority) 2018 - Present
    Washington, District Of Columbia, Us
    The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. FINRA facilitates the efficient resolution of monetary, business and employment disputes among investors, securities firms and employees of securities firms.
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  • Charles Schwab
    Vice President, Private Client-Wealth Management
    Charles Schwab 2005 - 2009
    Westlake, Texas, Us
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  • Morgan Stanley / Smith Barney / Salomon Brothers
    Institutional Equity -Wealth Management
    Morgan Stanley / Smith Barney / Salomon Brothers 2000 - 2004
    Provided investment banking, research and capital strategies to the middle-market institutional, private capital and wealth management markets.
  • Jc Bradford & Co.
    Senior Vice President - Institutional Equity Markets
    Jc Bradford & Co. 1994 - 1998
    JCB was a Southeast-based regional investment banking firm ( Acquired Paine Webber) In conjunction with our capital markets division, we offered targeted research and investment banking services to our institutional investors and corporate clients. Through our core services (syndicate, trading, investment banking, research and sales) we specialized in full-range of services for both public and private companies.
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  • Piper Jaffray
    Vice President - Institutional Equity Markets
    Piper Jaffray 1993 - 1994
    Minneapolis, Mn, Us
    A Midwest regional firm with targeted research and investment banking service for institutional investors and corporate clients. Through our core services (syndicate, trading, investment banking, research and sales) we specialized in full-range of services for both public and private companies.
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Richard Moore Skills

Investment Banking Private Equity Finance Capital Markets Business Development Investments Trading Equities Market Research Business Strategy Management Portfolio Management Mergers And Acquisitions Asset Management Financial Analysis Valuation Wealth Management Strategic Planning Sales Financial Modeling Venture Capital Due Diligence Strategy Start Ups Leadership Financial Services

Richard Moore Education Details

  • Yale School Of Management
    Yale School Of Management
    Wealth & Investment Management- Theory And Practice - Cima
  • Columbia Business School Executive Education
    Columbia Business School Executive Education
    Venture Capital
  • University Of Minnesota
    University Of Minnesota
    Applied Economics- Business
  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Business And Management

Frequently Asked Questions about Richard Moore

What company does Richard Moore work for?

Richard Moore works for Finra (Financial Industry Regulatory Authority)

What is Richard Moore's role at the current company?

Richard Moore's current role is President at Great Oak Companies | Investment Strategist.

What is Richard Moore's email address?

Richard Moore's email address is rm****@****hoo.com

What schools did Richard Moore attend?

Richard Moore attended Yale School Of Management, Columbia Business School Executive Education, University Of Minnesota, University Of Wisconsin-Milwaukee.

What are some of Richard Moore's interests?

Richard Moore has interest in Kids, Reading, Music, Travel, Movies.

What skills is Richard Moore known for?

Richard Moore has skills like Investment Banking, Private Equity, Finance, Capital Markets, Business Development, Investments, Trading, Equities, Market Research, Business Strategy, Management, Portfolio Management.

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