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Michael Moloney

Senior Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">NRECA</span>
Intro Book
Seasoned financial professional with expertise in retirement planning and wealth management.
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Location
Baltimore City County, Maryland, Unit...
Languages
  • French -
Skills
  • Retirement Planning
  • Investments
  • Strategic Financial Planning
  • Portfolio Management
  • Wealth Management
  • Show all
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Bio

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Michael Moloney is a seasoned financial professional with extensive experience in retirement planning, investments, and wealth management. He has held senior roles at NRECA, Sandy Spring Bank, and PNC Wealth Management, and has worked with prominent individuals, families, and business owners. Moloney holds certifications as a CFP(R) and Chartered Advisor in Philanthropy.

Credentials

  • CFP(R)
    Certified Financial Planner Board of Standards
    Jul, 2007
    - May, 2026
  • Chartered Advisor in Philanthropy
    The American College

Experience

  • NRECA
    • Arlington, VA
    • Senior Manager
      • Nov 2019 - Present
      • Arlington, VA

      As part of the PIRC team, responsible for supervision of the Investment and Retirement Specialist, Associate and Coordinator teams, as well as conducting financial education group seminars, delivering one-on-one consulting services, and creating written retirement plans for co-op employees in the...

  • Sandy Spring Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Private Client Advisor
      • Jan 2018 - Nov 2019

    • Private Client Advisor
      • Jan 2018 - Nov 2019

  • PNC Wealth Management
    • Greater Philadelphia Area
    • Wealth Strategist
      • Jan 2017 - Jan 2018
      • Greater Philadelphia Area
  • JoycePayne Partners
    • Financial Strategist
      • Feb 2016 - Jan 2017

      Responsible for client financial strategy and counsel, comprehensive financial planning and investment management.

  • PNC Wealth Management
    • Baltimore, Maryland Area
    • Senior Wealth Planner
      • Feb 2013 - Jan 2016
      • Baltimore, Maryland Area

      As a Vice President and Senior Wealth Planner, I apply a holistic and multi disciplined planning process that integrates client financial goals, personal aspirations and core values in order to develop customized wealth management strategies for prominent individuals, families, and business owner...

  • Wilmington Trust Wealth Advisors
    • Wealth Planner
      • Jul 2009 - Jan 2013

      Responsible for developing customized wealth management strategies for prominent individuals,families and business owners throughout Southeast Pennsylvania and Maryland. Areas of expertise include estate and retirement planning, investment planning, legacy planning and philanthropic planning.

  • M&T Bank
    • Senior Employer Benefits Specialist
      • Mar 2004 - Jul 2009

      Responsible for new business development and existing client retention strategies of qualified and nonqualified employee benefit plans of internal and external clients of middle market and business banking divisions

  • MetLife Financial Services
    • Financial Services Representative
      • Aug 2001 - Mar 2004

      Acquisition and retention of equity/insurance clients. Investment selection and portfolio maintenance.

  • QuadS
    • Plan Consultant
      • Nov 1999 - Aug 2001

      Responsible for daily administration of retirement plans, monitoring of investment performance and required government reporting.

  • Trustar Retirement Services
    • Plan Administrator
      • Jul 1997 - Nov 1999

      Preparation and review of quarterly/annual valuations of accounts Assisting plan sponsors with legislative and technical questions.

Education

  • 1992 - 1997
    University of Vermont

Suggested Services

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

Industry Focus. “Financial Services”

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