Anthony

Anthony: Email & Phone Number

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Lead Client Manager at WC Moore Financial Services|Washington, District of Columbia, United States

Position:

Lead Client Manager at WC Moore Financial Services

Location:

Washington, District of Columbia, United States

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Last updated: 2026-08-25
Updated: 2026-08-25

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Work Experience 5 years

Lead Client Manager at WC Moore Financial Services

May 2026 - Current

Client Services Coordinator at Clark & Associates, Inc. Financial Solutions

Jan 2026 - May 2026

Client Services Coordinator at Lifetime Wealth Management

May 2025 - Oct 2025

Client Administrative Manager at Steward Partners

May 2024 - Mar 2025

Substitute Teacher at Arlington Public Schools

Sep 2021 - Jun 2024

Client Service Representative Intern at Global Advisor Group

Nov 2023 - Mar 2024

Finance Intern at Wolf Trap Foundation for the Performing Arts

Sep 2023 - Dec 2023

Extern at Amplified Planning

Jun 2023 - Aug 2023

Anthony started working in 2021, then the employee has changed 7 companies and 6 jobs. On average, Anthony works for one company for 8 months.

Their professional focus is Account Reconciliation, Adaptive Learning, and Administration across 3 core areas.

Anthony holds Securities Industry Essentials (SIE), Accounting Foundation Course, and PowerPoint for Finance certifications and has been awarded George Mason Dean's List Spring 2023

Education

Master of Science - MS at George Mason University – Costello College of Business

Bachelor of Business Administration - BBA at George Mason University - School of Business

Anthony Namesakes

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Anthony Allen
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Anthony
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