Steven Mooney
Summary
Dynamic professional in wealth management and flight instruction. Excelled in educating clients on investment strategies and enhancing pilot safety through rigorous training.
Flight Time-
- TT - 809
- PIC- 734
- Night - 68
- XC Time - 216
- Instrument - 106
- Actual IFR - 18
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planning Consultant
Raymond James
10.2023 - Current
- Educated clients on various wealth management tools to support their long-term financial objectives.
- Generated detailed reports that showcased portfolio performance, helping clients make informed decisions about their investments.
- Provide tax and investment advice to Raymond James financial advisors and portfolio managers
- Review executive compensation strategies for clients.
High Net Worth Associate
Fidelity Investments
07.2021 - 01.2023
- Increased customer satisfaction by resolving complex issues and providing exceptional service.
- Placed equity, fixed income, and derivative trades according to client instruction.
Certified Flight Instructor
North Central Flight Center
08.2019 - 01.2021
- Assisted the chief CFI with ground and flight instructions for new students.
- Assisted with private, commercial, and instrument training.
- Assisted with billing and marketing strategies.
Certified Flight Instructor
Naples Air Center
01.2020 - 04.2020
- Presented flight and ground instruction to international students
- Increased overall flight safety by consistently enforcing strict adherence to FAA regulations during all instructional sessions.
- Enhanced student pilot skills by implementing personalized training plans and progress tracking.
Education
Bachelor of Science - Business
University of Rhode Island
Kingston, RI05-2019
Skills
- Flight instruction techniques
- Emergency procedures training
- Ground school instruction
- Pilot decision making
- Instrument flight rules
- Visual flight rules
Certification
- CFI, CFI/I, CPL ASEL & AMEL
- Instrument Rating
- Complex and Tailwheel endorsements
- 1st Class Medical
- FCC Restricted radio operators permit
- CFP
- Series 7 and 66
- Enrolled Agent
Timeline
Financial Planning Consultant
Raymond James
10.2023 - Current
High Net Worth Associate
Fidelity Investments
07.2021 - 01.2023
Certified Flight Instructor
Naples Air Center
01.2020 - 04.2020
Certified Flight Instructor
North Central Flight Center
08.2019 - 01.2021
Bachelor of Science - Business
University of Rhode Island
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