Dante Moss
Tampa,FL
Summary
Results-driven operations professional with over 7+ years of experience in running a $40M+ financial practice and a proven track record in client service and increasing sales and revenue. As the Vice President at Powell Wealth I created a service model that lead to 40+ meetings a week resulting in growing assets from $20M to $40M. I successfully grew production through consistent contact with existing clients and converting new prospects to clients. I am skilled in initiating, establishing and maintaining client relationships through scheduled and consistent contact. My expertise in relationship management, operational efficiency, and communication in a fast paced, dynamic and client driven role is a perfect fit for the Technical Partner Manager role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President
Powell Wealth
03.2025 - Current
- Collaborated across multiple organizations and state financial regulatory agencies to found a Registered Independent Advisory firm
- Established and grew outside partnerships with financial firms to grow revenue by $200K+ in a year
Chief of Operations
Powell Wealth
05.2021 - 03.2025
- Spearheaded the transition and continuity of clients for $20M book of business to a new firm
- Oversaw the accurate data input and opening of over 300 clients and 800+ accounts at the new firm
- Used innovative solutions for complex cases that generated over $100K in recurring revenue from one client
- Successfully stewarded a 52% increase of client funds through solicitation of new and existing clients
- Coordinated all compliance responses across 25+ states during move to new Firm
- Maintained client notes, contact information, and implemented client service models for over 300 clients
Associate Financial Representative
Powell Wealth
08.2018 - 05.2021
- Assessed needs, financial status and eligibility for new and existing clients
- Led operations and back office management of a team of 4
- Reconciled expenses, revenue, and cash flow across various business platforms
- Managed onboarding and offboarding for employees and interns
- Led the creation and documentation of client outreach process, that resulted in 40+ client meetings a week.
- Grew Assets Under Management by $4 million
- Created and institutionalized processes and knowledge for future employees
Education
Bachelor of Arts - Policy Studies
Syracuse University
Public Policy and International Affairs Fellowship
University of Minnesota- Humphrey School of Public Affairs
TOBA Leadership Institute - undefined
Tampa Bay Organization of Black Affairs (TOBA)
01.2025
Skills
- Partnership Management
- Inquisitive
- SQL
- Incident Resolution
- Relationship Cultivation
- Business Operations
- Technology Implementation
- Financial Management Operations
Certification
- Accredited Portfolio Management Advisor (APMA)
- FINRA-Series 7
- Series 6
- Series 63
- Series 65
- Securities Industry Essentials
- Florida 2-15 Life, Health, and Annuity License
Accomplishments
Founded a Registered Investment Advisory Firm
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Syracuse University Young Alumni
Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteTimeline
Vice President
Powell Wealth
03.2025 - Current
Chief of Operations
Powell Wealth
05.2021 - 03.2025
Associate Financial Representative
Powell Wealth
08.2018 - 05.2021
Public Policy and International Affairs Fellowship
University of Minnesota- Humphrey School of Public Affairs
TOBA Leadership Institute - undefined
Tampa Bay Organization of Black Affairs (TOBA)
Bachelor of Arts - Policy Studies
Syracuse University
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