Terra Moriarty
age ~41
from Camas, WA
- Also known as:
-
- Terra C Shagman
- Terra C Shatman
Terra Moriarty Phones & Addresses
- Camas, WA
- Redwood City, CA
- Foster City, CA
- Riverside, CA
- Corona, CA
- Orange, CA
- San Jose, CA
Work
-
Company:Fisher investmentsJun 2018
-
Position:Portfolio analyst manager
Education
-
Degree:Master of Business Administration, Masters
-
School / High School:California State University, Fullerton2008
-
Specialities:Finance
Skills
Investments • Accounting • Auditing • Us Gaap • Financial Statements • Financial Analysis • Financial Reporting • Equities • Portfolio Management • Cpa • Asset Allocation • Wealth Management • Strategic Financial Planning • Finance • Microsoft Excel • Asset Management • Investment Strategies • Financial Services
Ranks
-
Certificate:Certified Public Accountant
Interests
Yoga • Snowboarding • Reading • Running • Travel
Industries
Financial Services
Resumes
Portfolio Analyst Manager
view sourceLocation:
San Francisco, CA
Industry:
Financial Services
Work:
Fisher Investments
Portfolio Analyst Manager
Fisher Investments Jan 2014 - Dec 2015
Senior Portfolio Analyst
Fisher Investments Jun 2012 - Dec 2013
Investment Counselor
Fisher Investments Sep 2010 - Jun 2012
Client Operations Associate
Frazer Frost, Llp Dec 2008 - May 2010
Audit Staff Accountant
Portfolio Analyst Manager
Fisher Investments Jan 2014 - Dec 2015
Senior Portfolio Analyst
Fisher Investments Jun 2012 - Dec 2013
Investment Counselor
Fisher Investments Sep 2010 - Jun 2012
Client Operations Associate
Frazer Frost, Llp Dec 2008 - May 2010
Audit Staff Accountant
Education:
California State University, Fullerton 2008
Master of Business Administration, Masters, Finance California State University - Fullerton, Mihaylo College of Business and Economics 2006 - 2008
Master of Business Administration, Masters, Finance California State University, Fullerton 2006
California State University - Fullerton, Mihaylo College of Business and Economics 2004 - 2006
Bachelors, Bachelor of Arts, Accounting Riverside City College 2001 - 2003
California State University, Fullerton
Westminster High School
Master of Business Administration, Masters, Finance California State University - Fullerton, Mihaylo College of Business and Economics 2006 - 2008
Master of Business Administration, Masters, Finance California State University, Fullerton 2006
California State University - Fullerton, Mihaylo College of Business and Economics 2004 - 2006
Bachelors, Bachelor of Arts, Accounting Riverside City College 2001 - 2003
California State University, Fullerton
Westminster High School
Skills:
Investments
Accounting
Auditing
Us Gaap
Financial Statements
Financial Analysis
Financial Reporting
Equities
Portfolio Management
Cpa
Asset Allocation
Wealth Management
Strategic Financial Planning
Finance
Microsoft Excel
Asset Management
Investment Strategies
Financial Services
Accounting
Auditing
Us Gaap
Financial Statements
Financial Analysis
Financial Reporting
Equities
Portfolio Management
Cpa
Asset Allocation
Wealth Management
Strategic Financial Planning
Finance
Microsoft Excel
Asset Management
Investment Strategies
Financial Services
Interests:
Yoga
Snowboarding
Reading
Running
Travel
Snowboarding
Reading
Running
Travel
Certifications:
Certified Public Accountant
Investment Advisor Representative
License 118252
License 6103667
Investment Advisor Representative
License 118252
License 6103667
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