Richard H. Moon, Cfa Cpa Email and Phone Number
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Richard Moon, CFA CPA, is the Principal Investment Advisor of Ascendant Capital Management ("ACM"), an independent RIA based in Orange County, California. ACM's mission is to provide peace of mind through competent and disciplined financial leadership. Its services include investment management, financial planning, tax planning and insurance solutions.Richard is a CFA Charterholder. He is also a CPA, holds an MBA from the USC Marshall School of Business, and has a Bachelors Degree in Economics from UCLA. Additionally, he has over 20 years of experience in corporate finance and has worked at companies such as Sony Pictures Entertainment and Unocal Corporation. Richard is committed to helping individuals and businesses achieve their long-term dreams through sound and competent financial leadership.
Ascendant Capital Management
View- Website:
- acmgnt.com
- Employees:
- 1
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Principal Investment AdvisorAscendant Capital Management Jun 2015 - PresentBrea, Ca• Assist in the achievement of long-term goals through disciplined portfolio management and effective financial planning.• Evaluate risk and implement appropriate solutions involving insurance and other appropriate vehicles.• Assess business structure and operations and recommend strategies that result in improved tax efficiency and profitability.• Assist in evaluation of major financial decisions and its economic impacts.
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Investment AdvisorOaktree Wealth Group Oct 2013 - Jun 2015Fullerton, Ca• Coached and advised individuals and families to become more informed investors• Established and managed employer-sponsored plans• Managed market-based asset portfolios for individuals and businesses
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Financial RepresentativePacific Advisors Nov 2011 - Oct 2013Newport Beach, Ca• Assisted individuals with life insurance and disability insurance needs• Identified risk and liability exposure for individuals and businesses and provided effective solutions• Provided individuals with understanding of potential economic impacts to various contingency outcomes• Recommended other retirement planning solutions to complement existing market-based investments -
ControllerProteus Energy Corporation 2008 - 2011Los Angeles, Ca• Responsible for informational and operating performance reports to executive management, company board and shareholders.• Oversaw all administrative processes including establishment of company benefits, human resources, and company policies and procedures.• Evaluate operating and project performance, potential investment opportunities and financing alternatives for major capital decisions.
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Director, FinanceRentech 2006 - 2008Los Angeles, Ca• Managed various phases of project finance efforts, including economics modeling, preparation of information memorandums, liaising with federal and state governments and management of relationships with strategic partners.• Secured $20 million in government funding to be used for construction of company’s first fuels project.• Prepared 5-year strategic plan that outlined operating targets, economics, capital structure and financing plan. -
Manager, Corporate FinanceUnocal Corporation Jul 2002 - Oct 2005El Segundo, Ca• Evaluated and recommended $522 million convertible preferred redemption, resulting in successful share buyback program.• Managed short-term investment allocation of $1 billion cash reserves and forecasted near-term cash flow to ensure adequate corporate liquidity and maximization of return on assets.• Led interdepartmental team to provide in-depth analysis of full tax, strategic, EPS, and forecasted share price impact of various projects. Made numerous, material, value-accretive recommendations to executive management.
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Manager, Financial ReportingSony Pictures Entertainment Aug 1996 - May 1999Culver City, Ca• Managed reporting of consolidated results for accurate and timely reporting to Sony Corporation. Presented monthly consolidated operating forecasts to CFO and explained all variances against budget and prior year.• Directed preparation of forecasts, budget and actual results for presentation to executive management.• Recognized for leadership and exceptional performance during critical transition period amidst a successful financial reengineering effort to accelerate close cycle by 15 days and change fiscal year-end to match Sony Corporation.
Richard H. Moon, Cfa Cpa Skills
Frequently Asked Questions about Richard H. Moon, Cfa Cpa
What company does Richard H. Moon, Cfa Cpa work for?
Richard H. Moon, Cfa Cpa works for Ascendant Capital Management
What is Richard H. Moon, Cfa Cpa's role at the current company?
Richard H. Moon, Cfa Cpa's current role is Principal Investment Advisor, Ascendant Capital Management | financial advisory services.
What is Richard H. Moon, Cfa Cpa's email address?
Richard H. Moon, Cfa Cpa's email address is ri****@****ail.com
What is Richard H. Moon, Cfa Cpa's direct phone number?
Richard H. Moon, Cfa Cpa's direct phone number is +171450*****
What are some of Richard H. Moon, Cfa Cpa's interests?
Richard H. Moon, Cfa Cpa has interest in Children, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Richard H. Moon, Cfa Cpa known for?
Richard H. Moon, Cfa Cpa has skills like Financial Modeling, Financial Analysis, Financial Reporting, Sec Filings, Internal Controls, Management, Financial Accounting, Accounting, Finance, Mergers And Acquisitions, Strategic Planning, Budgets.
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