Ariel E. Moyano
Boynton Beach,FL
Summary
Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
Singer Wealth Management
09.2022 - 05.2024
- Oversaw and managed assets exceeding $200 million, providing tailored financial advice to high-net-worth individuals and families.
- Directly involved in acquiring over $100 million of assets and selling dozens of millions in annuities and insurance premiums bringing in over $2million in revenue to the firm within 20 months.
- Enhanced client retention rates by consistently exceeding expectations through exceptional service delivery.
- Developed strong relationships with clients through regular communication, fostering trust and loyalty.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Associate Financial Planner
Castle Wealth Management
11.2020 - 09.2022
- Assisted in the development of customized investment portfolios to meet specific client needs and objectives.
- Meet quarterly for Investment Committee to discuss current economic and market conditions, investment performance, tactical positioning, and changes to the firm’s recommended funds list
- Establish and maintain positive external relationships with Estate Planning Attorney’s and CPAs to identify and implement tax efficient investing and estate planning techniques
- Reconfigured billing system to save firm over $50,000 per year in unbilled assets.
Financial Representative
Mass Mutual Financial
11.2018 - 11.2020
- Have daily meetings with new potential prospects and discover a need for protective financial planning specializing in life and disability insurance
- Overlook and coach new representatives in meetings with potential prospects
- Hold annual reviews with existing clients and maintain a strong relationship.
- Met with customers to assess needs, financial status, and eligibility.
Financial Analyst
Office Depot Global Headquarters
01.2018 - 11.2018
- Run different excel functions to identify and mitigate mistakes and errors made by the transferring team during the merge
- Conduct reports using different software and complex excel formulas for upper management.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Have strong attention to detail when comparing reports and excel sheets between firms
Education
MBA - Finance
Palm Beach Atlantic University
West Palm Beach, FL05.2023
Bachelor of Arts - Accounting
Florida Atlantic University
Boca Raton, FL12.2018
Skills
- Wealth Management
- Investment planning
- Insurance Planning
- Estate Planning
- Retirement planning
- Portfolio Management
- Asset Allocation
- Teamwork and Collaboration
- Honest and Dependable
- Strong Attention to Detail
- Active Listening
- Microsoft Excel
Certification
- Certified Financial Planner, CFP® ID#424716
- Series 65 CRD#7313510
- 2-15 Resident Health & Life #W528594
Timeline
Senior Financial Planner
Singer Wealth Management
09.2022 - 05.2024
Associate Financial Planner
Castle Wealth Management
11.2020 - 09.2022
Financial Representative
Mass Mutual Financial
11.2018 - 11.2020
Financial Analyst
Office Depot Global Headquarters
01.2018 - 11.2018
MBA - Finance
Palm Beach Atlantic University
Bachelor of Arts - Accounting
Florida Atlantic University
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