Curriculum Vitae of MICHELE MOORE
President - The Resource Group, Asset and Trust Managers
· Financial Planning for Individuals and Corporations
· Estate, Trust and Gift Planning
· Asset Allocation and Portfolio Management
· Advisor to Qualified Pension and Retirement Plans
· Consultant for Non-Profit Organizations
· Investment Policy Statement and Compliance
· Business Consulting and Legal Compliance Review
· Private Fiduciary Services
· Forensic Reporting for Investment Litigation
· Expert Witness for Arbitration and Litigation of Investment Practices
Chief Financial Officer - Content Management Corporation
· Corporate Asset Valuation, Protection and Management
· Financial Projections, Cash Flow Forecasting, Risk Mitigation, Profit Margins
· Audits, Reviews and Compilations
· General Ledger and Financial Statement Preparation
PREVIOUS EMPLOYMENT AND EXPERIENCE HISTORY
ASSET MANAGEMENT TRUST SERVICES
First Interstate Merrill Lynch Trust Company of California
Portfolio Management Vice President
Great American Bank First Interstate Investment
Real Estate Securities Vice President
Bateman Eichler, Hill Richards California Federal Trust
Account Executive Trust Officer
PROFESSIONAL CREDENTIALS
Certified Financial Planner (CFP)
Certified Trust and Financial Advisor (CTFA)
Registered Investment Advisor (RIA)
PROFESSIONAL ASSOCIATIONS
State of California - Professional Private Fiduciary Bureau (PF348)
Investment Advisor Registration Depository (IARD # 120243)
FINRA - Central Registration Depository (CRD# 720820)
California Receivers Forum - San Diego Membership
COMMUNITY INVOLVEMENT
Eisenhower Medical Center Planned Giving, Past Chairman
Desert Alliance of Professional Woman, Inc., Past President
Desert Estate Planning Council, Past President
Co-Founder of the Not-for-Profit Organization, The Girlfriend Factor.
PERSONAL ACHIEVEMENTS
Soroptimist International of Palm Desert, Woman of the Year Award (2008)
Author of, "The Time Is Now. Choose Your Trustee Wisely"
Creator of the "Fiscal Fitness for Women Program"