Raymond G. Moore
Teaneck,NJ
Summary
Strategic financial leader with extensive experience in financial education and business consulting. Passion for solving problems while reducing expenses and increasing revenue for companies. Proven ability to collaborate with CFOs, CEOs, and senior stakeholders to deliver actionable insights that enhance decision-making. Expertise in financial planning, strategic analysis, and process improvement, consistently driving results aligned with organizational goals.
specializing in strategic initiatives and collaborative decision-making with Senior Executives. Demonstrated success in financial planning and process improvement, consistently achieving alignment with business objectives. Expertise in delivering financial education and implementing tax-efficient strategies while effectively engaging stakeholders. Strong focus on problem-solving, expense reduction, and revenue enhancement for organizations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Treasurer
Your Destiny Foundation
Newark, New Jersey
01.2016 - Current
- Drove 10–30% growth in awareness of Cerebral Palsy initiatives through targeted community events.
- Managed logistics for annual distribution of over school supply packages, ensuring financial stewardship.
- Oversaw resource allocation and donor reporting to support nonprofit objectives.
Senior Product Specialist
World Financial Group
New Jersey / New York, NJ
01.2012 - Current
- Led advisory team of 15+ members to deliver comprehensive wealth management and financial planning strategies.
- Partnered with municipalities and institutions to align stakeholder inputs for enterprise-level financial guidance.
- Closed $236K in annuity transactions within 18 months through consultative financial planning and analysis.
- Delivered financial education sessions to five to ten families monthly, generating $20K–$800K in long-term income.
- Implemented scalable reporting processes, reducing administrative time by 20% and enhancing strategic analysis focus.
- Consulted with community boards and business leaders, boosting financial literacy engagement by over 30%.
- Advised clients on whole life and indexed universal life insurance products for long-term financial alignment.
- Trained team members on IUL and whole life strategies, improving client engagement and sales results.
Sales & Customer Service
Chase Credit Card Services
Newark Airport
01.2015 - 01.2016
- Achieved operations growth of 10–20% via streamlined processes and direct customer engagement.
- Surpassed daily sales targets, driving continuous revenue growth.
- Trained and coached peers and new hires on best practices, fostering team performance, consistency, and long-term growth.
Education
B.S. - Business Management
Virginia State University
Petersburg, VA05.2009
Skills
- Talent development
- Risk management
- Stakeholder engagement
- Strategic partnership
- Advanced analytics
- Executive communication
Volunteer Experience
- Hackensack Hospital, John Theurer Cancer Center, NJ, Caregiver (Volunteer), 01/01/12, 12/31/13, Provided full-spectrum patient care and medical coordination under high-pressure conditions.
- Virginia State University – Trojan Explosion Marching Band, Trumpet Instrumentalist, Performed nationally, including at the Honda Battle of the Bands in front of 60,000+ audience members.
Certification
- Life Insurance License
- Alternative Energy Certificate
References
References available upon request.
Work Preference
Salary Range
$80000/yr - $200000/yrTimeline
Assistant Treasurer
Your Destiny Foundation
01.2016 - Current
Sales & Customer Service
Chase Credit Card Services
01.2015 - 01.2016
Senior Product Specialist
World Financial Group
01.2012 - Current
B.S. - Business Management
Virginia State University