Brandon Moretz

About Brandon Moretz

Inspire.Innovate.Initiate. & Always Remain Curious Brandon Moretz is the Founder & …

Experience

1. Founder & CEO

   Moretz Mgmt., Inc

   Jun 2009 — Present

   Curation/Orchestration of Financial Teams to provide Cash Management, Risk Management, Asset Management, Life Management, Real Estate/Mortgage Transaction, Tax Services, and Financial Reporting for individuals and corporations.•Specialization in serving various Celebrities, Entertainers, Athletes, Corporate Executives, and High Net Worth individuals to attain their financial goals through wealth preservation and active financial management.FINANCIAL PLANNING•Formulate client’s future direction and support tactical initiatives to achieve the same. •Monitor, direct, and implement strategic business plans; develop/maintain financial and tax strategies.•Manage capital request(s) and budgeting processes.•Develop performance measures that support the client’s strategic direction.FINANCIAL OPERATIONS•Approve key decisions as a member of the executive management team.•Maintain in-depth relations with all members of the management team.•Manage the accounting/business management team.•Oversee the financial operations of client\'s companies.•Manage third parties to which functions have been outsourced (payroll, systems, banking).FINANCIAL REPORTING•Ensure the issuance of financial reporting packages (annual, quarterly, monthly, and weekly deliverables).•Oversee the establishment of ad hoc financial modeling as needed and production of budgets and forecasts.•Establish financial and operating metrics to measure performance.ACCOUNTING COMPLIANCE•Reviews the schedule of all filings and reported information, providing accountability for accuracy and timeliness.PORTFOLIO RISK MANAGEMENT•Understand and mitigate key elements of the client’s risk profile.•Monitor all open legal issues involving the client and legal issues affecting the industry.•Ensure appropriate and reliable control systems are in place.•Ensure that record keeping meets the requirements of auditors/government agencies.•Monitor cash projections, forecasts, and arrange for debt/equity financing.

Education

• The University of Georgia

  BS/BA, Microbiology and Spanish

  2000 — 2004

• University of Massachusetts Amherst

  BA, Spanish

  2001 — 2002

• The University of Georgia

  Bachelor of Science - BS, Microbiology, General

• The University of Georgia

  Bachelor of Arts - BA, Spanish Language and Literature