Adam Moran, Cima®
About Adam Moran, Cima®
Adam Moran, Cima®, is the Vice President at Brookfield Oaktree Wealth Solutions in New York, NY, with extensive experience in financial advisory and investment management.
Company
Adam Moran currently serves as Vice President at Brookfield Oaktree Wealth Solutions, which is part of Brookfield Asset Management. His role primarily involves managing financial advisor relationships across seven states in the Northeast territory, including NY, CT, MA, RI, ME, NH, and VT. Brookfield Asset Management is located in New York, NY, United States.
Education and Expertise
Adam Moran holds a Bachelor of Business Administration (BBA) in Finance from Hofstra University, where he studied from 1999 to 2003. His academic background established a strong foundation that complements his extensive experience in financial services and wealth management. Additionally, Adam attended Lynbrook High School prior to his university education.
Professional Background
Adam Moran has extensive experience in the financial services sector, holding various roles over nearly two decades. He worked at Allianz Global Investors from 2008 to 2021, serving in positions such as Senior Internal Investment Consultant, Vice President and Internal Divisional Manager, and Vice President, Hybrid Wholesaler. Before that, he worked at AXA Advisors as a Financial Advisor and held roles such as American Stock Exchange Market Maker and Floor Clerk at Consolidated Trading.
Title
Adam Moran currently holds the title of Vice President at Brookfield Oaktree Wealth Solutions. In his role, he is responsible for representing both private and public funds to wire house and independent financial advisors.
Skills and Approach
Adam Moran is known for his strong background in fostering an inclusive workplace culture, emphasizing communication and teamwork. He uses a data-driven approach to establish direction and create processes that address organizational challenges. His agile and adaptable work style allows him to effectively tackle undefined challenges, which is critical in the dynamic world of wealth management.