Will Moore, CFP®

Senior Analyst, Client Advisory Team at Tolleson Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

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Bio

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Experience

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Analyst, Client Advisory Team
      • Jul 2023 - Present

      Dallas, Texas, United States

    • Analyst, Client Advisory Team
      • Sep 2021 - Jul 2023

      Dallas, Texas, United States

  • Simmons Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Analyst
      • Jun 2020 - Sep 2021

      Dallas, Texas, United States

  • Valesco Industries, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Private Equity Analyst
      • Jan 2020 - May 2020

      Dallas, Texas, United States

  • Hodges Capital
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Intern
      • Jul 2019 - Aug 2019

      Dallas/Fort Worth Area

  • Civitas Capital Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Analyst Intern
      • Mar 2019 - Jul 2019

      Dallas/Fort Worth Area

  • Resolution Capital
    • Research Strategy and Analytics Intern
      • Jun 2018 - Aug 2018

      Dallas/Fort Worth Area

  • Westwood Holdings Group, Inc.
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Internal Research and Analysis Intern
      • May 2017 - Aug 2017

      Dallas/Fort Worth Area

Education

  • Southern Methodist University
    Bachelor of Business Administration - BBA, Finance, General
    2016 - 2020

Community

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