R.J. Moore in

R.J. Moore

📍 United States

R.J. Moore is the CEO of Cross-strait Corporation, bringing extensive experience from senior technology roles at LPL Financial, Morgan Stanley, and UBS. An expert in wealth management technology and digital transformation, he holds an engineering degree from the University of Connecticut and an MBA from the Wharton School.

A first-generation college graduate, R.J. values mentorship and creating opportunities for others. He has spoken about his personal journey and emphasizes supporting the next generation of leaders in the financial technology space, reflecting a commitment to giving back to the industry that shaped his career.

He began his career with a degree in electrical and computer engineering before becoming a top executive in wealth management.

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Location
United States
Personality Overview
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Priorities

Topics R.J. cares about

Wealth Management Tech
His career has focused on developing technology platforms for financial advisors at major firms like LPL Financial, UBS, and Morgan Stanley.
Digital Transformation
He has led large-scale technology overhauls at financial institutions, aiming to modernize advisor tools and enhance the client experience.
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Career

Work history

No work historyWe do not have verified professional history for this person yet.
In the press

Media appearances

The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore – The Healthy Advisor Podcast. Featured in The Healthy Advisor Podcast (Transparency Podcast)
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Junior 4-star wing R.J. Moore poised for big offseason. Featured in On3
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Education

R.J. has no verified education history

Social presence
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