Courtney Moore

Current Employers

Employment History

• 08/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2009 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*117584For profit or not for profit: Non-Profit OrganizationName of outside business organization: Notre Dame AcademyAddress of business:Staten Island, New York 10301Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/1/2008Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Pre-K through 12 all girls Catholic school. It's my alma mater and my daughter currently attends school there. I have served on the board in the past, but am currently only participating in a committee member capacity on the finance committee. I*763281For profit or not for profit: Entity CharitableName of outside business organization: Richmond University Medical CenterInvestment related: NAddress of business: Staten ISland, New York, 10310Nature of business: ["Hospital or Healthcare System"]Position, title, association: ["Committee","Board Member"], [["Endowment committee"]]Start date of relationship: 4/1/2022Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: , local hospital looking for new board members, they are seeking females who are connected in the community.I*1855290Entity CharitableName of OBA: Notre Dame AcademyAddress: Staten Island, New York, 10301Investment Related: YesPosition, Title, Association: Committee,Treasurer,Board MemberEmployee Start Date: 07/01/2024No Hours: 2No Hours during trading: 0Duties: k-12 all-women Catholic school. I am currently a Finance Committee member, and have been asked by the Congregation of Notre Dame sisters to serve on the Board of Trustees. They also request that I serve as Treasurer of the Board to facilitate reporting and ensure clear communication between staff, finance committee and Trustees. I*680297 Entity Type: Entity Charitable Name of OBA: Catholic Charities of Staten Island Address: Staten Island, New York, 10309 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 01/31/2022 Number of Hours: 8, Monthly Number of Hours during trading: 2, Monthly Duties: promote social justice and provide help to those in need assist leadership in furthering the mission of providing social justice and assistance to families in need additional responsibilities as Chair of the Board is to ensure that meetings are scheduled and run properly, and also to be a more active connection to the community i.e. attend events on behalf of the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-17
• S63 Uniform Securities Agent State Law Examination
  1994-08-05

Other Names

• K C Finn
• K Courtney Finn
• K Courtney Finn
• K Courtney Finn
• K Courtney Finn