See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Andrew Moore profile image

Andrew Moore

Managing Partner at Capstone Partners Financial and Insurance Services
Intro Book
Seasoned financial leader with 33+ years of experience in investments, insurance, and leadership.
  • Claim this Profile
Location
Newport Beach, California, United Sta...
Skills
  • Investments
  • Insurance
  • Life Insurance
  • Sales Management
  • Strategic Financial Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Andrew Moore is a seasoned financial professional with 33+ years of experience in investments, insurance, and leadership, including 12 years as Managing Partner at Capstone Partners Financial and Insurance Services.

Experience

  • Capstone Partners Financial and Insurance Services
    • Southern California
    • Managing Partner
      • Sep 2011 - Present
      • Southern California
  • MassMutual Financial Group, the Southern California agency
    • United States
    • Financial Services
    • 700 & Above Employee
    • General Agent
      • 1997 - Present

    • Representative
      • Apr 1991 - Dec 1997

      Recognized multiple times by MassMutual and the industry for various awards and achievements, including; Freshman Five, Perennial Leader's, Blue Chip, and Top of the Council.

  • Capstone Financial Partners
    • Managing Partner
      • Jan 1999 - Aug 2011

      Recognized nationally from industry as a master agency of various levels, recipient of Bronze, Silver, and Gold Bowls repeatedly from MassMutual, consistently ranked as a top ten agency.

  • Landmark Communications
    • Business Financial Sales Manager
      • Sep 1982 - Apr 1991

      Developed, sold, and managed weekly business print publication, affliated with a daily newspaper in a top metro market.

Education

  • 1990 - 1992
    The College of William and Mary - The Mason School of Business
  • 1978 - 1982
    Virginia Polytechnic Institute and State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles