Jeffrey Moritz

Nashville, TN

Libraries

Icg
Library Sevices

Fort Lauderdale, FL

Financial Services

Lawyer and Conssultant Jeffrey M Moritz Esq
Lawyer Consultant

78324 Arbor Glen Rd, Palm Desert, CA 92211

Non-Profit Organization Management

Desert Communities Fuller Center For Housing Jun 2012 - 2016
President The Convergent Center Jun 2012 - 2016
President Habitat For Humanity of the Coachella Valley Aug 2011 - Apr 2012
Executive Director Opera Arts Aug 2011 - Apr 2012
Member of the Board Gauston/Tidwell Mar 2007 - Feb 2011
Chief Financial Officer Moritz & Company Cpas Jan 1978 - Dec 1997
Senior Partner Saugus Group Jan 1978 - Dec 1997
Senior Partner

The Wharton School 1963 - 1968
Bachelors, Bachelor of Science, Economics, Accounting, Law Linden High School
Wharton School, University of Pennsylvania

Mergers, Management Consulting, Management, Due Diligence, Construction, Internal Controls, Nonprofits, Strategic Planning, Estate Planning, Accounting, Entrepreneurship, Organizational Development, Finance, Tax, Financial Analysis, Residential Homes, Start Ups, Financial Modeling, Small Business, Strategy, Auditing, Business Planning, Corporate Finance, Financial Advisory, Managerial Finance, Business Strategy, Strategic Financial Planning

English

Washington, DC

Lead, Marketing Management Consulting

University of Maryland - Robert H. Smith School of Business

Chicago, IL

Automotive

Cleveland, OH

Venture Capital & Private Equity

Craigston Company
Partner Keycorp Mar 2003 - Nov 2011
Senior Vice President -Corporate Development Moritz Family Foundation 2004 - 2008
Board Member The Moritz Family Foundation 2004 - 2008
Treasurer Fbr Apr 2001 - Apr 2003
Senior Vice President Keybanc Capital Markets Dec 1993 - Apr 2001
Senior Vice President

The Ohio State University Fisher College of Business 1989 - 1991
Master of Business Administration, Masters, Real Estate, Finance Kenyon College 1982 - 1986
Bachelors, Bachelor of Arts, Economics

Mergers, Venture Capital, Private Equity, Investment Banking, Strategic Planning, Strategic Partnerships, Investments, Strategic Financial Planning, Mergers and Acquisitions, Joint Ventures, Corporate Development, Project Finance, Competitive Analysis, Private Placements, Business Strategy, Corporate Law, Valuation, Corporate Finance, Capital Markets, Strategy, Business Valuation, Financial Modeling, Corporate Governance, Structured Finance, Securities, Fixed Income, Divestitures, Due Diligence, Risk Management, Business Planning, Start Ups, Capital Raising, Alternative Investments, Equity Research, Entrepreneurship, Management Consulting, Executive Management, Equities, Restructuring, Real Estate, Financial Analysis, Acquisitions, Financial Services, Asset Management, Business Development, Portfolio Management, Finance, Series 7, Investor Relations, Banking

English

Washington, DC

Marketing And Advertising

Urac 2012 - 2014
Senior Marketing Manager, Business Planning and Product Management Marketing Strategies Worldwide 2012 - 2014
Lead, Marketing Management Consulting Urac 2010 - 2012
Senior Marketing Manager, New Product Development and Research Aquent Studios 2005 - 2009
Senior Marketing Consultant, Product, Strategy and Research Aarp 2004 - 2005
Senior Research Advisor Verizon Business 2003 - 2004
Marketing Research Manager, Consumer Products Capital One 2000 - 2003
Senior Marketing Research Analyst

University of Maryland Dec 1998
Master of Business Administration, Masters University of Pittsburgh Dec 1988
Bachelors, Bachelor of Arts Skema Business School
Master of Business Administration, Masters University of Maryland - Robert H. Smith School of Business
Master of Business Administration, Masters

Writing, Positioning, International Business, Consulting, Europe, Cards, Market, Prospects, Site Plans, Credit Cards, Strategist, Insurance, Vendors, Medicare, Idis, Sales, Chaid, Figures, Market Research, Tracking Studies, Finance, Multi Country, Return on Investment, Competitive Intelligence, Boomers, Usaid, Tracker, Business Administration, Sawtooth, Ama, Hmo, Product Management, Segmentation, Google Analytics, Assessment, Travel, 10 Key, Voice of the Customer, Management, Revenue, Design, Feasibility Studies, Planet, Lifestyle, Customer Value, Metrics, Composed, Transactional, Keys, Spanish, New Initiatives, Ms Sharepoint, Coordinated, Lexisnexis, Powerpoint, Publications, Sharepoint, Product Diversification, B2B, Perseus, Financial Forecasting, Sales Growth, Africa, Retirement Planning, Ac Nielsen, Year End, Customer Satisfaction, Telecommunications, Business Services, Cell, Healthcare, Rebranding, Voice, Tests, Asia, Singing, Strategy, Amadeus, Life Insurance, Branding, Scip, Ppo, Direct Sales, Strategies, Loyalty Programs, Mclean, Cash Flow Forecasting, Formulary, Microsoft Excel, Testing, Training, Long Term Care, Surveying, Hispanic, Conferences, Product Launch, Commercials, Research, Capital, High Speed, Call Centers, Quantitative Investing, Reward, Linkage, Marketing Research, Rx, Segments, Yahoo, Churn, Intel, Long Distance, Modeling, Advertising, Russia, Customer Relationship Management, Usability, Summaries, Suite, Marketing, Credit, Guided Tours, Social Influence, Dsl, Business Case, Travel Assistance, Consumer Insights, Project, Distribution Center Operations, France, At Risk, Market Share, Applied Research, Re Engineering, Paper, Redevelopment, Presentations, Spss, Pricing, Conjoint Analysis, Websites, Brand Loyalty, Health Care Reform, Usa, Targeted Advertising, E Commerce, Attrition, Distribution, International, Urgent Care, Banking, Executive Management, Estimate, Portable, History, Nice, Microsoft Exchange, Government, Vendor Management, International Marketing, Business Insights, Subsidiaries, Regression Testing, Microsoft Dynamics, Global Marketing, Competitor Intelligence, Software, Compliance, Satellite, Business Planning, Online Moderation, Proposal Writing, Agents, Pharmaceutics, Neighborhood, Highlighting, Focus Groups, Acquisition Marketing, Managed Care, Strategic Marketing, Eloqua, Business Strategy, Staff Development, Pharmaceutical Industry, Middle East, Conceptual Modeling, Meetings, Health Insurance, Marketing Strategy, Market Opportunity Assessment, Delivery, Confirmit, Evaluation, Consumer, Competition

Little Rock, AR

Information Technology And Services

State of Arkansas
Ois Deputy Administrator State of Arkansas Apr 2017 - Dec 2018
Dfa Ois It Coordinator State of Arkansas Dec 2006 - Apr 2017
Dfa Ocse It Coordinator Ciber Feb 2006 - Dec 2006
Acting Ocse It Coordinator Ciber Jan 2002 - Jan 2006
Technology Consultant Analysts International Corporation (Aic) Mar 2001 - Sep 2001
Business Analyst

Saint Louis University 1990 - 1994
Bachelors, Bachelor of Arts, Criminal Justice

Databases, Integration, Business Intelligence, Information Technology, Program Management, Software Development Life Cycle, Business Analysis, Visio, Requirements Gathering, Requirements Analysis