Charles Moore, MBA

Charles Moore, MBA

Financial Representative at Northwestern Mutual

Location
New York, New York (Greater New York City Area)
Industry
Banking

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Charles Moore, MBA's Overview

Current
Past
  • Director of Marketing at Oz Moving
  • Sales at E1 Asset Management
  • Intern at Eaton County Prosecutor: Economic Crimes Unit
Education
Connections

500+ connections

Charles Moore, MBA's Summary

I am a financial representative with Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs. For additional information, send me a LinkedIn message or visit my website.

Investments | Insurance | Inheritance

Ph. 212-433-1273
Email: charles.s.moore@nm.com
www.charlessmoore.nm.com

Charles Moore, MBA's Experience

Financial Representative

Northwestern Mutual

Privately Held; 5001-10,000 employees; Financial Services industry

March 2014Present (7 months) Greater New York City Area

Investments | Insurance | Inheritance

Portfolio Manager

Andolini Capital

Privately Held; 1-10 employees; Financial Services industry

June 2011March 2014 (2 years 10 months) Greater New York City Area

Banking Associate Trainee

Investment Banking Institute

Privately Held; 11-50 employees; Investment Banking industry

April 2013April 2013 (1 month) Greater New York City Area

Intensive 4-week financial modeling and valuation training

- "Normalized" and "Spread" historical and projected financial statements, including in
depth analyses of operational and leverage ratios
- Performing company valuations utilizing (i) comparable public company analysis, (ii)
precedent transactions analysis and (iii) discounted cash flow (DCF) analysis
- Building a fully integrated cash flow model, including 5-year projections, debt and interest
schedules, revolver modeling and sensitivity tables
- Modeling leveraged buy-out (LBO) and merger scenarios, with emphasis on sources and
uses, pro forma financial statements, purchase price considerations, synergies,
accretion/dilution and ratio analyses, among other concepts
- General investment banking processes such as pitching, debt and equity financing and
sell-side M&A

Public Company; 501-1000 employees; BIM.MI; Investment Banking industry

January 2011June 2011 (6 months) Rome Italy

-Worked with Senior Portfolio Manager with €125 million AUM or Assets Under Management.
-Prepared presentation on PowerPoint and various investment documents with Word and Excel
-Recognized by Relationship Manager for an outstanding job demonstrated through consistent, intelligent reports and presentations for clients.
- Contributed to the Equity Trading team by researching Italian and European markets using Bloomberg and Reuters; researched trends in the financial industry and prepared analytical results.

Director of Marketing

Oz Moving

March 2007December 2008 (1 year 10 months) New York, NY

-Designed and implemented client presentations for prospects at Fortune 1000 companies, Realty brokers, and chamber of commerce facilitators
-Developed and implements marketing plan that helped increase sales up to 15% year over year for this Moving and Storage company with over $20 million in annual revenue.
-Managed referral system that generated $50,000+ monthly in sales, including 250 realty agents and non-profit organizations and networking professional groups membership.
-Coordinated with web team to establish SEO strategies, link building techniques, PR Newswire distribution channels and increased clients recognition via social media channels.
-Utilized networking strategies to open new commercial accounts via LinkedIn, BNI, Professional events and personal network. Results: 5-10 new qualified leads per week

Sales

E1 Asset Management

20062006 (less than a year)

Investment Sales

Intern

Eaton County Prosecutor: Economic Crimes Unit

April 2005August 2005 (5 months)

Compliance and Database management

Charles Moore, MBA's Skills & Expertise

  1. Strategy
  2. Valuation
  3. Bloomberg
  4. Business Analysis
  5. Business Strategy
  6. Business Development
  7. Leadership
  8. Competitive Analysis
  9. Management Consulting
  10. Management
  11. Analysis
  12. Salesforce.com
  13. Due Diligence
  14. Compliance
  15. Modern Art
  16. Contemporary Art
  17. Wine

Charles Moore, MBA's Volunteer Experience & Causes

  • Volunteer Experience

    • Site Captain & Team Leader

      New York Cares
      • Poverty Alleviation
      January 2006 present (8 years 9 months)

      As a Site Captain: Manage a team of 75+ young professionals at bi-annual NY Cares Day and Hands on NY Day to update, organize, clean and paint an inner city school in need. As a Team Leader: Manage a team of 10-20 young professionals once per month at a soup kitchen feeding the less fortunate at St John the Divine church on the Upper West Side of Manhattan.

    • President & Founder

      St. John's University MBA Finance Club
      • Economic Empowerment
      August 2008 December 2010 (2 years 5 months)

      Created St John’s first Graduate School Finance Club with branches in New York, NY and Rome, Italy

      We organize educational training for Bloomberg terminals, Financial modeling, business networking skills, resume workshops and annual and monthly events that include guest speakers from major investment banks and financial institutions.

      The organization started with 2 members and September 2008. The organization currently has over 200 members that include students and alumni of St John's University in the Finance department.

    • Young Associate Member

      Metropolitan Opera
      • Arts and Culture
      September 2012 present (2 years 1 month)
    • Business & Professionals Committee Member

      New York City Ballet
      • Arts and Culture
      November 2012 present (1 year 11 months)
    • Volunteer Association Board of Directors

      The Jewish Museum
      • Arts and Culture
      July 2012 December 2013 (1 year 6 months)
  • Volunteer Interests

    • Organizations I support:

      • New York Cares
      • National Kidney Foundation
      • The Metropolitan Museum of Art
      • Metropolitan Opera
      • Metropolitan Opera Guild
      • The Jewish Museum
      • The Museum of Modern Art
      • New York City Ballet
      • American Ballet Theatre

Charles Moore, MBA's Languages

  • English

    (Native or bilingual proficiency)
  • Italian

    (Full professional proficiency)
  • German

    (Elementary proficiency)

Charles Moore, MBA's Certifications

  • Series 7

    • Financial Industry Regulatory Authority
    • December 2013
  • Series 63

    • Financial Industry Regulatory Authority
    • December 2013
  • Life and Health Insurance

    • New York State Insurance Department
    • August 2013
  • Italian language level B2

    • University of Siena
  • Intermediate Certificate in Wine & Spririts

    • Wine & Spririts Education Trust (WSET)
    • September 2011
  • Level 1: Sommelier

    • Associazione Italiana Sommelier
    • June 2011
  • Certificate in Equity Research

    • Bloomberg
    • August 2008

Charles Moore, MBA's Education

Saint John's University - Peter J. Tobin College of Business

MBA, Finance

20082011

Activities and Societies: St John's MBA Finance Club, President

Ferris State University

BS, Criminal Justice

20032005

Activities and Societies: Phi Theta Kappa - National Honor Society German Club - President

Charles Moore, MBA's Additional Information

Interests:

Investing, weight-lifting, languages, golfing, museums, opera, music, indie films

Groups and Associations:

Contact Charles for:

  • career opportunities
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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