Fundraising Fox

Charles Moran

Investor

Chief Operating Officer at NIV

United States

About

COO at NIV serving as liaison between the investment team and fund administrators, accountants, auditors, and investors. Previously ran operations for a $4B team at Merrill Lynch. Holds a BS from Georgetown and an MBA from UCLA Anderson.

Experience

  1. North Island VenturesCOOcurrent2020 β€” presentNew York City Metropolitan Area
  2. Merrill LynchInvestment and Business Analyst2012 β€” 2019New York City Metropolitan Area

Education

  1. Georgetown UniversityBachelor of Business Administration (B.B.A.), Finance and International Business2008 β€” 2012
  2. UCLA Anderson School of Management

Skills & more

Microsoft Office5Microsoft Excel2Microsoft Word1PowerPoint1Management2Public Speaking2Communication2Teamwork1Problem SolvingResearch10Portfolio Management10Performance Reporting8
+12 moreEquity TradingClient RelationsKey Account ManagementSales ManagementPresentationsFinanceAccount ManagementCustomer ServiceMarketingFinancial AnalysisSalesSocial Media

Languages Spanish

  • Intro to SQL Course - Certification Number: 1118851 β€” Cognitir
  • Series 63, Series 65, & Series 7 β€” FINRA

From Charles's professional profile.

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Colleagues at NIV