Teresa Moulton
Mmlis New Business Specialist @Coastal Wealth
Fort Lauderdale, FL, US
EMAILS
t•••••••@mycoastalwealth.com
MOBILE NUMBERS
+19•••••••50
Signup · Get unlimited contacts
WORK HISTORY
Mar 2020 — Present
Mmlis New Business Specialist @Coastal Wealth
View department →
Fort Lauderdale, FL, US
EDUCATION
2004 — 2008
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance and Accounting
1990 — 1994
University of the Visayas
Bachelor of Business Administration - BBA, Accounting and Finance
2002 — 2004
Broward College
Associate of Arts (A.A.), Business Management
SKILLS
• Lotus Notes, Morningstar, Netxchange Pro, Netx360, Smart Office, ErelationshipFinancial ServicesCrmAnalysisEmployee BenefitsInsuranceWealth ManagementLeadership Multilingual: English, Tagalog, and Visayan; and Conversational SpanishRetirement Planning• Very Organized, Highly Motivated, Strong Interpersonal Skills, Detail OrientedRetirementFinancial AnalysisSeries 7ManagementFinancial PlanningStrategic PlanningTraining• Proficient in Quantitative Analysis with Excel, Power Point, Word, Access, Qui• Proven Ability to Effectively Manage Multi-Task Levels of Management ResponsibFinancial AdvisoryMutual FundsPortfolio ManagementValuationFinanceInvestmentsSecurities
ABOUT TERESA MOULTON
I’m a highly motivated, multilingual professional who thrives on turning challenges into…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.