Riley Moore

Experience

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  Roseville Racks

  Sept 2018 - Sept 2022

  Owner

  - Start-up rooftop cargo box rental business in the Placer County area- Managed all aspects of the business including advertisements, social media marketing, rental appointments, acquisitions, and financials- Created a cost-effective and space saving pulley storage system for multiple units of inventory

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  City of Roseville

  May 2019 - Sept 2023

  Senior Guard and Swimming Instructor II

  - Created and instructed age-appropriate swim lessons for kids, adults, and neurodivergent individuals ranging from ages 3-50+ on both basic and advanced swimming techniques in addition to water safety methods- Assisted in the oversight of the safe and proper operation of assigned pool, ensured pool rules and safety guidelines are followed, maintained order with disruptive patrons and exercise crowd control where warranted, and referred escalated issues to supervising manager- Supervised assigned temporary staff, trained and monitored staff relative to lifeguard duties and swim instruction- Assisted in proper sanitation and maintenance of pool water, ensured cleanliness of restrooms, dressing rooms, and public areas- Performed cash register operations, payment processing, and customer service- American Red Cross Certifications include - Lifeguarding with CPR/AED For the Professional Rescuer, First Aid, EPI and Asthma Training, Emergency Oxygen, and First Aid for Public Safety Personnel Show less

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  UCSB Finance Connection

  Jan 2023 - Dec 2023

  Investment Banking Workshop Member

  - Received weekly training and instruction on GAAP, valuation techniques, multiples, and other finance related concepts- Developed, presented, and researched a comprehensive valuation case study for a fictional company, aligning it with current market dynamics and industry-specific trends to provide actionable insights for strategic decision-making.- Discussed and practiced networking methods and interviewing skills as a way to pursue a path to investment banking from a non-target school

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  Principal Financial Group

  Jun 2023 - Sept 2023

  Private Staff

  - Assembled, organized, and segmented over 600 client accounts, both individual and business, from differing platforms onto Salesforce and prioritized them by tier and client fees to focus advisors’ attention on high value accounts - Created investment proposals in Envestnet by gathering customer specific data and conducting research on various risk levels in order to provide clients with a comprehensive perspective while evaluating their financials- Gained new experience with financial software tools, including SalesForce, Wealthscape and Envestnent, and furthering knowledge of Microsoft Excel- Organized advisors calendars and contacted 50+ clients to schedule account performance review meetings and update information- Met with clients to discuss account performance, future investments, current market trends, and debt versus equity investments for their portfolios- Collaborated with insurance wholesalers in order to acquire documents that led to decreases insurance premiums for clients- Opened new brokerage accounts for clients using a business process manager to submit documentation as wells as ensure proper approval and compliance Show less

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  UCSB Investment Advisory Committee (IAC)

  Nov 2023 - now

  Analyst in Financials Group

  - Student-run organization with an active portfolio currently valued at over $200,000, members accumulate valuable experience in securities and portfolio management through hands-on investment analysis, discussion, and action- Quarterly creation and presentation of a pitch deck for a specified augmentation to a sector’s portfolio- Pitch decks consist of a specified company and industry overview, valuations according to financials, industry specific trends, and discounted cash flows, as well as an investment rationale comparing the specified company to current equity or debt investments- Utilizing analytical skills to interpret financial statements and market trends for a multitude of industry sectors, gaining hands-on financial modeling experience on Microsoft Excel and creating pitch decks on Microsoft Powerpoint Show less