DM
D Moore, CFA
Dylan
Moore, CFA
Spokane
WA
United States
(509) 785-0200
dmoore6@zagmail.gonzaga.edu
Spokane
WA
United States
Phone
p
(509) 785-0200
Email
e
dmoore6@zagmail.gonzaga.edu
Summary
Summary
Chartered Financial Analyst (CFA) looking for Corporate Financial Analyst, Staff Accountant, and Accounting Analyst roles.
Education
Education
Masters of Business Administration and Master’s of Accountancy
Masters of Business Administration and Master’s of Accountancy
Gonzaga University
Masters of Business Administration and Master’s of Accountancy
2022-Present
- Gonzaga dual-degree MBA and MACC Student
- Accounting Coursework to date includes Taxation, Audit, Intermediate Accounting, Cost Accounting, Managerial Accounting, Computer Programming in Accounting, and Sustainability Accounting
2001
–
2004
Bachelor of Science
Bachelor of Science
University of Tampa
2001
–
2004
Bachelor of Science
2001
–
2004
- Selected as Outstanding Graduate of Finance
- Elected as the President of the Student Investment Fund
- Earned a 3.81 GPA while working on Wall Street part-time
Experience
Experience
05/2022
–
08/2022
Spokane, WA
Graduate Research Assistant
Spokane, WA
Gonzaga University
05/2022
–
08/2022
Spokane, WA
Graduate Research Assistant
05/2022
–
08/2022
- Graduate Assistant helping Matthew Watson in the Academic Testing Center
- Also do some freelance work as a Financial Analyst part-time to help pay for school
07/2020
–
07/2021
Missoula, MT
Financial Analyst
Missoula, MT
Reazo
07/2020
–
07/2021
Missoula, MT
Financial Analyst
07/2020
–
07/2021
- A family fintech business that developed leads for real estate agents (think Zillow) along with various analytics to help them grow their business
- Worked with company COO and in-house development team to develop KPIs using Google AdWords, Google Spreadsheets, in-house databases, third party data, and overall industry metrics as the company upgraded its IT infrastructure and rolled out a brand new product from the group up
11/2010
–
03/2015
St. Petersburg, FL
Stock Broker
St. Petersburg, FL
Raymond James
11/2010
–
03/2015
St. Petersburg, FL
Stock Broker
11/2010
–
03/2015
- Managed a HNW Book of Business for executive clients
- Drove cross-silo changes resulting in additional revenue and cost synergies
- Significant experience working with External and Internal stakeholders to drive organizational change
01/2007
–
08/2010
Boston, MA
Investment Analyst
Boston, MA
Wellington Management
01/2007
–
08/2010
Boston, MA
Investment Analyst
01/2007
–
08/2010
- Created large dataset using Excel and various Fintech automation tools, becoming the largest human automation platform for multiple Investment Funds
- Leveraged platform to create the Firm’s first non-US equity product while collaborating with colleagues in the United States and Asia
- Communicated to Internal and External C-Level Stakeholders, meetings with C-level executives, identifying emerging industry trends, and assimilating internal and external data from a variety of sources
- Attended External Industry conferences to become a de facto expert in my field
Financial Analysis / Investment
Financial Analysis / Investment
- Presented quantitative data to Habitat for Humanity Spokane using both statistical methods learned from Gonzaga MBA program as well as traditional investment banking data analysis methods
- Strong interest in implementing and utilizing new tools (SQL, Tableu, Splunk) to build a corporate financial analyst organization
- Relevant coursework so far includes foundational accounting classes, statistics, finance theory, and corporate financial reporting
- Strong track record identifying undervalued TMT stocks during and post Wellington
Certifications
Certifications
- Awarded the Chartered Financial Analyst designation in 2007 after passing three (3) intensive exams.
- It is the CPA of the Financial Analyst world