Gregory Moore
Portfolio Counselor at Fisher Investments
- Role
- Portfolio Counselor at Fisher Investments
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Gregory Moore
I came to Fisher Investments in 2010 for the same reasons as our clients: to work with an advisor on the same side of the table as their clients, aligning clients’ interests with their own. It was refreshing to get away from the product-based brokerage model that floods the industry. Since working at Fisher Investments I have gained a greater appreciation of capital markets, genuine client service, and ethical transparency that can be lacking in the industry.Talent Advisor, Human Capital, Finance, Financial Advisor, Recruiter, Recruiting, Wealth Management, Financial Manager, Financial Management, Business Development, Sales, Capital Markets, Relationship Management, Client Services, MBA
Experience
Portfolio Counselor
Apr 2021 — Present
Education
Gies College of Business - University of Illinois Urbana-Champaign
Master of Business Administration (MBA), Strategic Leadership and Management, Entrepreneurship and Innovation
2016 — 2018
Hillsdale College
Bachelor of Arts, Marketing Management
2003 — 2007
Skills
- Time Management
- Securities
- Public Speaking
- Strategy
- Advertising
- Sales Operations
- Direct Sales
- Customer Service
- Building Relationships
- Finance
- Recruiting
- Cold Calling
- Research
- Event Planning
- Interviews
- Relationship Management
- Outlook
- Marketing
- Equities
- Payroll
- Hiring
- Training
- Investments
- Leadership
- Social Media
- Financial Analysis
- Human Resources
- Financial Services
- Crm
- Management
- Business Development
- Wealth Management
- Resume Writing
- Portfolio Management
- Marketing Strategy
- Applicant Tracking Systems
- Microsoft Office
- Sales
- Microsoft Excel
- Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.