We found the following information about Shane Moore at Quartz Financial, where the professional has worked as a Owner and Co-Founder since 2007. Shane's total work experience is over 16 years, during which time this professional had at least three jobs at different companies to develop professional skills. Shane studied at the College for Financial Planning from 1998. Shane received the following certifications: Certified Financial Planner® Certificant and Cfp Board. Shane currently lives in Austin, Texas. You can contact with Shane by looking for phone or email address or get exhaustive information by requesting access to their further details.
Name variants:
Sean Moore
Last updated Jun 18, 2024
Contact Information
Workplace
Owner and Co-Founder
Austin, TX
Industry
Financial Services, Management Consulting Services Investment Advisory Service
Colleagues
Work History
Owner and Co-Founder
Quartz Financial is a comprehensive financial services firm that provides coordinated financial planning, investment management, insurance, pre and post-retirement planning, to individuals, ...
from 2007
VP-Client Advisor
Provided strategic financial planning advice, team oversight and coordination for the firmÃÂâÃÂÃÂÃÂÃÂs wealthy clientele. Other posts within JPMorgan included capital markets ad...
1993 — 2007
SVP-Finanical Planning Specialist
Corporate Client Group Director and Financial Planning Specialist
2001 — 2003
Education
from 1998
from 1992
Occupations
Executive
Owner
Co-Founder
Accountant
Finance and Accounting Specialist
Manager
Advisor
Professor
School Principal
Chief Executive
Founder
Accounting Bookkeeper
Bookkeeper
Operations Manager
School Administrator
Educational Manager
Skills
Sudden Wealth Management
Comprehensive Wealth Management
Investment Management
Financial Planning
Life Insurance
Long Term Care Insurance
Asset Protection
Retirement Planning
Estate Planning
Municipal Bonds
Universal Life
Whole Life
Public Speaking
Writing
FAQs about Shane Moore
What's the main profession of Shane Moore?
Shane is a Owner and Co-Founder.
What are the main profession of Shane Moore?
These person's professions are Executive and Owner
Where does Shane Moore currently live?
The expert lives in Austin, Texas.
How many companies did Shane Moore work at?
The professional worked at three jobs.
Does Shane Moore have personal webpage or blog?
Shane`s website is http://www.quartzfinancial.com and http://quartztopia.blogspot.com.
Where has Shane Moore studied?
Shane studied at the College for Financial Planning from 1998.
Are there any certifications, that Shane Moore has?
This expert received the following certifications: Certified Financial Planner® Certificant and Cfp Board.
Are there any industries Shane Moore is connected to?
Shane works in Financial Services industry.