Summary
Overview
Work History
Education
Skills
Volunteer Experience
Certification
References
Timeline
Generic

Raymond G. Moore

Teaneck,NJ

Summary

Strategic financial leader with extensive experience in financial education and business consulting. 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.

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, VA
05.2009

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.

Timeline

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

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