Ed Mooney
Observer · DISC type icEd Mooney is the Director of Financial Planning at Fiduciary Trust International, where he provides integrated wealth strategies for founders, executives, and multi-generational families. A graduate of Fordham University and New York Law School, he uses his extensive experience from BNY Mellon and Goldman Sachs Ayco to advise high-net-worth clients.
He serves on the advisory board of NewYork-Presbyterian Hospital, reflecting a commitment to community and healthcare causes. This involvement allows him to contribute his strategic insights to a major non-profit institution, blending his professional expertise with personal philanthropic interests.
His Doctor of Law (JD) degree gives him a distinct advantage, enabling him to integrate complex estate and tax law considerations directly into his financial planning.
Read the full overview →How Ed shows up
They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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