Dante Moss
Tampa,FL
Summary
Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in [Area of expertise].
Overview
7
7
years of professional experience
Work History
Director of Operations
Powell Wealth Group
05.2021 - Current
- Spearheaded the transition of the $20M book of business to new Firm
- Create and implement financial plans for over 150 households
- Created training programs and materials for interns
- Coordinated all compliance responses and ensured all compliance deadlines were met
- Lead compliance and reporting efforts for a $20 million financial practice, ensuring adherence to regulatory requirements set by FINRA and SEC
- Managed registrations in over 30 states across multiple regulatory and compliance agencies
- Lead responses to state regulators and agencies for approval to solicit business in their respective states
- Oversaw bank account management for three revenue streams
- Reconciled expenses, revenue, and cash flow across various business platforms
- Managed onboarding and offboarding for employees and interns
- Tracked employee timesheets and provided bi-weekly reports to ensure timely payroll processing
- Served as the primary point of contact for external vendors and partners, driving efficiency and fostering growth
- Led the creation and documentation of client outreach process, that resulted in 20+ client meetings a week
Associate Financial Representative
Powell Wealth Group
08.2018 - 05.2021
- Held reviews with clients, onboarded new clients, and serviced existing clients’ accounts
- Grew Assets Under Management by $4 million
- Led operational and back office management of a team of 4
- Created and institutionalized processes and knowledge for future employees
- Managed payroll, created training processes for onboarding new team members, implemented and created replicable processes
Grant Writing Consultant
Tillie’s Touch
01.2018 - 05.2018
- Wrote a $75,000 grant proposal to support the non-profit Tillie’s Touch traveling soccer team
- Researched Tillie’s Touch and past recipients of the grant to inform writing for the proposal
- Budgeted three years of expenses with budget justifications for Tillie’s Touch
Research Analyst
State, Educational and Cultural Affairs Bureau Washington
09.2017 - 05.2018
- Analyzed 9 years of U.S
- State Department funding using SQL and Excel
- Created a program map that discovered 20+ errors in programs for a longitudinal study of funding
- Advised State Department officials on program budgets and department priorities
- Created a report with data visualizations on funding trends among regions and programs
Research Consultant
Catholic Charities
09.2016 - 12.2016
- Authored a 57-page report on client satisfaction for Catholic Charities Homeless
- Analyzed and interpreted client satisfaction surveys using MS Excel for easy consumption
- Identified problems and recommended solutions to Catholic Charities Research Director
- Analysis was used to write their next grant to fund their Homeless Housing program
- Skills and Interest: SQL and Excel, Communication, Execution, Collaboration, Negotiation, Recent volleyball enthusiast
Education
Bachelor of Arts - Policy Studies
Maxwell School of Citizenship & Public Affairs
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Syracuse University
Public Policy and International
University of Minnesota- Humphrey School of Public Affairs, Junior Summer Institute
2018
Skills
- Infrastructure Change
- Nonprofit Communications
- CMS Platforms
- Supplier Monitoring
Accomplishments
- Licenses: FINRA-Series 7, Series 6, Series 63, Securities Industry Essentials, Florida 2-15 Life, Health, and Annuity License
Timeline
Director of Operations
Powell Wealth Group
05.2021 - Current
Associate Financial Representative
Powell Wealth Group
08.2018 - 05.2021
Grant Writing Consultant
Tillie’s Touch
01.2018 - 05.2018
Research Analyst
State, Educational and Cultural Affairs Bureau Washington
09.2017 - 05.2018
Research Consultant
Catholic Charities
09.2016 - 12.2016
Bachelor of Arts - Policy Studies
Maxwell School of Citizenship & Public Affairs
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Syracuse University
Public Policy and International
University of Minnesota- Humphrey School of Public Affairs, Junior Summer Institute
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