Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ALAN MOORE

Apollo Beach,USA

Summary

Dynamic finance specialist seeking to utilize comprehensive expertise and strong academic credentials to drive substantial outcomes in new roles.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Account Specialist/ Coordinator

Raymond James Financial
07.2024 - Current
  • Conducted analyses and reviews of departmental procedures and programs, aligning findings with organizational goals, and presenting recommendations to upper management for strategic improvements to resolve identified deficiencies.
  • Applied strong analytical skills to audit trading and margin practices within complex accounts, sifting through extensive data to diagnose and effectively resolve discrepancies, and ensure compliance.
  • Performed data entry into multiple software systems with high degree of accuracy.
  • Partnered with cross-functional teams to share insights on our process improvements, and collaboratively analyze their challenges to help identify potential solutions.
  • Led and directed a large team of trainers to deliver impactful training programs for new hires and promotions, leveraging performance data and analysis to continuously improve training methodologies and results.

Senior Customer Account Associate

Raymond James Financial
05.2021 - 06.2024
  • Conducted daily, in-depth analysis of cash and margin accounts to proactively identify and resolve client account discrepancies, ensuring strict adherence to firm and regulatory guidelines.
  • Efficiently managed and serviced daily reports, including trades, debits, and margin calls, resulting in accurate account records that consistently meet regulatory and departmental standards.
  • Compiled data from customer accounts for analysis of trends and patterns.
  • Collaborated with financial advisors to clearly articulate complex margin concepts and analyze potential account impacts resulting from fluctuating market conditions and interest rates, enabling informed client strategies.
  • Compiled and disseminated multiple weekly specialty reports using various platforms, providing critical data to department leadership and other departments, to support informed decision-making and the achievement of firm-wide goals and standards.

Auto Claims Adjuster

USAA
07.2019 - 04.2021
  • Applied foundational knowledge of Property & Casualty (P&C) insurance products, services, and processes, including policy contracts, coverages, and the USAA claim handling procedures, to effectively support claim operations.
  • Efficiently adjusted low to moderately complex Auto and Property claims, demonstrating proficiency in claim evaluation and resolution.
  • Applied comprehensive knowledge of diverse state-specific claim handling regulations across all 50 licensed states to guarantee compliant claim processing.

Intern Reinsurance Analyst

BMS RE US
12.2018 - 03.2019
  • Conducted in-depth research and analysis of prospective insurance company clients' financial and strategic data, structuring information to support the development of targeted prospecting plans.
  • Employed strong attention to detail in populating and reviewing reinsurance quotes and authorizations in Excel, facilitating clear and accurate communication with clients.
  • Contributed to prospective client engagements by conducting thorough research and analysis, and assisting in the development and preparation of strategic approaches.
  • Supported the reinsurance submission process by analyzing extensive datasets to identify critical trends, and organizing findings into clear underwriting narratives to deliver maximum value to clients.
  • Ensured comprehensive record-keeping by documenting all client communications and meticulously completing internal forms, contributing to efficient information management.

Education

Bachelors of Science - Business Administration And Management

University of West Florida
Pensacola, FL
05.2018

Master of Business Administration - Finance

University of West Florida
Pensacola, FL
10.2026

Certification of Applied Business Science - Business analytics course

University of South Florida
Tampa, FL
09.2023

Skills

  • Financial analysis
  • Business intelligence
  • Data visualization
  • Client relationship management
  • Team collaboration
  • Effective communication
  • Strong negotiation
  • Financial acumen
  • Industry expertise
  • Due diligence
  • Account investigations
  • Report writing
  • Research proficiency
  • Brainstorming
  • Microsoft office proficiency

Certification

  • SIE Securities Industry Essential passed 6/2025

Timeline

Customer Account Specialist/ Coordinator

Raymond James Financial
07.2024 - Current

Senior Customer Account Associate

Raymond James Financial
05.2021 - 06.2024

Auto Claims Adjuster

USAA
07.2019 - 04.2021

Intern Reinsurance Analyst

BMS RE US
12.2018 - 03.2019

Bachelors of Science - Business Administration And Management

University of West Florida

Master of Business Administration - Finance

University of West Florida

Certification of Applied Business Science - Business analytics course

University of South Florida

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