Responsible for developing, educating, and serving a senior demographic in North Georgia for their financial retirement preparation and planning with a conservative focus on a Fiduciary Standard of Care. Moore's Wealth Management's offices have expanded 4 times in the last 5 years to include a satellite office in Alpharetta and a larger Gainesville Home office housing 8 employees, 5 of which are Series 65 Fiduciary licensed. The firm supports local charities and is host to several community… Show more Responsible for developing, educating, and serving a senior demographic in North Georgia for their financial retirement preparation and planning with a conservative focus on a Fiduciary Standard of Care. Moore's Wealth Management's offices have expanded 4 times in the last 5 years to include a satellite office in Alpharetta and a larger Gainesville Home office housing 8 employees, 5 of which are Series 65 Fiduciary licensed. The firm supports local charities and is host to several community events each year. It is guided by a client advisory council and currently enjoys more than 50% of it's new clients coming in as direct referrals of existing clients. Throughout each year, ongoing client education events and seminars are offered, as well as retirement classes, which are taught at Brenau University in Gainesville, Georgia Perimeter College, formally known as Georgia State University in Alpharetta, as well as the Lanier Tech campus in Cumming. Currently, Moore's Wealth Management adds approximately 100 new clients annually..Advisory services offered through Moore’s Wealth Advisory, A Member of Advisory Services Network, LLC. Insurance products and services offered through Moore’s Wealth Management. Advisory Services Network, LLC and Moore’s Wealth Management are not affiliated. Show less

Responsible for the development and growth of Multiple Agencies in the financial services industry. As a licensed insurance agent and mutual fund representative and principal, I also developed and served a personal clientele with focus on the financial and retirement planning needs of retirees and near term retirees. Because Primerica is a distribution company, products and services were offered mainly through MetLife and Travelers, sister company Smith Barney, and parent company Citigroup.… Show more Responsible for the development and growth of Multiple Agencies in the financial services industry. As a licensed insurance agent and mutual fund representative and principal, I also developed and served a personal clientele with focus on the financial and retirement planning needs of retirees and near term retirees. Because Primerica is a distribution company, products and services were offered mainly through MetLife and Travelers, sister company Smith Barney, and parent company Citigroup. Maintained a strong persistency of continued and residual client business and client satisfaction. Show less

Responsible for developing a technical sales support program to aid the Sales and Marketing Dept with materials and presentations for prospective customers. Interfaced with IBM and prospective customers on a daily basis through presenting software and hardware solutions for customer applications. Applications were developed on IBM System 34,36,38, and AS400 platforms and then presented to prospective buyers. Traveled extensively throughout the United States supporting a national sales force.

Responsible for the ongoing service and maintenance on Nova, Eclipse, and MV series of mid range computer systems at the State of Kansas, University of Kansas, Security Benefit Life, Kansas State University, Iowa Beef Processors, and many other large institutions and businesses. Opened up the Topeka area's first field service office for Data General and tripled it's service volume in 2 years. Moved to Kansas City in 1986 to assist that area with a growth plan similar to the one implemented in… Show more Responsible for the ongoing service and maintenance on Nova, Eclipse, and MV series of mid range computer systems at the State of Kansas, University of Kansas, Security Benefit Life, Kansas State University, Iowa Beef Processors, and many other large institutions and businesses. Opened up the Topeka area's first field service office for Data General and tripled it's service volume in 2 years. Moved to Kansas City in 1986 to assist that area with a growth plan similar to the one implemented in Topeka. Maintained highest customer satisfaction level in the Midwest service region. Show less

Responsible for hardware installation, service and maintenance of Telex mid range peripheral equipment such as printers, CRT's, printers, disk and tape drives, and multiplexors. Became a regional telecommunications specialist for all their modem, analog, and digital communications. Attended and completed several Telex technical training schools in Tulsa, OK and maintained top ranked scores.