Acacia Moore
Vice President, Client Service Manager |Strategic Ops Leader | Cross-Functional Program Driver | Data-Informed Problem Solver | Team Builder
- Role
- Vice President, Client Service Manager - Southwest at Bny Wealth
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Acacia Moore
Experienced Vice President of Client Service in Wealth Management with a demonstrated history of working in the financial services industry. Skilled in Communication, Management, Time Management, Project Management, and Microsoft Excel. Strong research professional with a Bachelor of Science focused in Business Administration; Finance from The University of Arizona, UA Honors College.
Experience
Vice President, Client Service Manager - Southwest
Jan 2024 — Present
Education
The University of Arizona, UA Honors College
Bachelor of Science
2012 — 2016
Skills
- Communication
- Finance
- Management
- Microsoft Office
- Invoicing
- Strategic Planning
- Project Management
- Social Media
- Microsoft Excel
- Data Analysis
- Time Management
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