Bill Moore
Event Specialist at PromoWorks- Claim this Profile
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Topline Score
Bio
Credentials
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Charter Mutual Fund Counselor
The Colllege for Financial Planning -
Chartered Financial Consultant (ChFC)
The American College -
Chartered Life Underwriter (CLU)
The American College -
Series 7, 6, 63, 65
FINRA
Experience
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PromoWorks
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United States
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Advertising Services
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100 - 200 Employee
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Event Specialist
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Sep 2019 - Present
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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High Net Worth Client Relationship Administrator
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Mar 2011 - Jul 2019
Assigned relationship administrator for Flagship investors with 1 to 5 million in Vanguard mutual funds and ETFs. Builds and sustains positive relationships between the client and Vanguard using a consultative approach to manage client needs and implement investment solutions. Manages an assigned book of business of nearly 1 billion dollars. Assigned relationship administrator for Flagship investors with 1 to 5 million in Vanguard mutual funds and ETFs. Builds and sustains positive relationships between the client and Vanguard using a consultative approach to manage client needs and implement investment solutions. Manages an assigned book of business of nearly 1 billion dollars.
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Professional
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Dec 2008 - Mar 2011
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Business Relationship Banker
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Sep 2000 - Dec 2008
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Planner/Registered Representative
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Sep 1996 - Sep 2000
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Education
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Niagara University
BS, Commerce -
University of Maryland Baltimore
AA, Liberal Arts
Community
