Carleton W Moten

Fee-Only Financial

Carleton W Moten has been a Associate Vice President and Program Manager in Project Management Institute - Atlanta since 2013. Additionally, the professional has on-the-job experience at more than nine companies in the relevant field. Carleton has a total work experience of 47+ years. Carleton W Moten studied at the Southern Polytechnic State University from 2014 to 2014. Nowadays Carleton W Moten lives in Atlanta, Georgia region. Find Carleton W Moten's actual email address and number with our search.
Name variants:
Carleton Moten
Last updated Jul 04, 2024

Contact Information

Last Update
Jul 5, 2022
Email
cw**@gmail.com
Location
Atlanta, GA

Workplace

Project Management Institute - Atlanta
Associate Vice President and Program Manager

Atlanta, GA

Industry

Nonprofit Organization Management

Work History

Associate Vice President and Program Manager

3522 Ashford Dunwoody Rd #348, Atlanta, GA 30319
Oct 2013 — Sep 2015

Epic Superuser

Marietta, GA
Feb 2014 — May 2014

Volunteer

1020 1St Ave, King Of Prussia, PA 19406
2008 — 2013

Fee-Only Financial Planner

from Jul 2008

Financial Planner and Chief Compliance Officer

2002 — 2008

Technical Manager and Various It Positions of Increasing Responsibility

Ge
41 Farnsworth St, Boston, MA 02210
May 1984 — Jun 2001

Various It Positions of Increasing Resposibility

2 P And G Plz, Cincinnati, OH
Apr 1979 — Apr 1984

Various Logistics Operations Positions

Ups
55 Glenlake Pkwy, Atlanta, GA 30328
Jun 1973 — Mar 1979

Occupations

Executive
Assistant Vice President
Program Director
Health Specialist
Hospital Care Professional
Vice President
Chief Executive
Operations Manager
Health Professional
Health Practitioner

Skills

Coaching
Investments
Management
Project Planning
Risk Management
Retirement Planning
Asset Allocation
Estate Planning
Investment Advisory
Wealth Management
Mutual Funds
Financial Advisory
Strategic Financial Planning
Fixed Annuities
Etfs
Long Term Care
Asset Managment
Financial Services
Small Business
Project Management
Cross Functional Team Leadership
Outsourcing
Vendor Management
Income Tax
Life Insurance
Team Leadership
Virtual Teams
Goal Setting
Budgeting
Investment Strategies
Managerial Finance
Compliance
Quality Assurance
Quality Management
Six Sigma
Research
Supervising
Programming
Inspection
Quickbooks
Microsoft Excel
Ms Project
Bookkeeping
Budgets
Leadership
Asset Management
Training
Software Documentation
Finance
Customer Satisfaction
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