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

  1. Vice President, Client Service Manager - Southwest

    Bny Wealth

    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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