Richard J. Moore

Business Development and Client Services

Richard is responsible for marketing the company's products and services, the client services practice area, and client relations.

Previous Industry Experience

President and founder of RMA-Solutions, a management consulting firm specializing in private and family-owned businesses, including family offices.
Vice President of WealthMetrics, Inc., a private wealth and investment management software company.
General Manager of The Shepro Group of SS&C Technologies, Inc., a private wealth and investment management software, hardware and consulting company.
Board Member, Chief Operating Officer and Vice President of Shepro Braun Systems, Inc., a private wealth and investment management software, hardware and consulting company.
Consulting Manager at PricewaterhouseCoopers.
Account Representative and Systems Engineer at IBM Corporation.

BA degree with a focus in economics and mathematics from Northwestern University in 1974.
MBA degree with an emphasis in accounting and finance from the Kellogg Graduate School of Management at Northwestern University in 1978.
Richard has also had continuing management and technology education with IBM Corporation, PricewaterhouseCoopers, Sun Microsystems, and Hewlett Packard.

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