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Work Background
Self Employed
Sue Moore, The Wellness InitiativeSelf Employed
Apr. 2013Dallas/Fort Worth AreaI've experienced an energy boost, it's elevated my mood overall and my concentration, to mention just a few results. As someone who focuses on improving baby boomers' lives with wellness and aging solutions - such as joint pain and age management programs - while also creating new income opportunities for podcasters, I can attest to the transformative effects.
Financial Advisor / Senior Marketing Officer - Business Development
UBS Financial Services, Inc.Financial Advisor / Senior Marketing Officer - Business Development
Aug. 2008 - Apr. 2013Addison, TexasFinancial firm offering national / global wealth management, asset management, investment banking services. Forming an "Inner Circle" group of business savvy women, we brought information about the markets and investing to women in business and women business owners.
Past President and Board Member
Executive Women of DallasPast President and Board Member
May. 2008 - May. 2013Dallas, TexasSpearheaded the revitalization of organization in 2012. EWD is a dynamic community of women executives, professionals and entrepreneurs. Members are leaders in wide-ranging spheres, including industry, commerce, not-for-profit, the arts and government.
Vice President / Business Development Officer
Capital OneVice President / Business Development Officer
Mar. 2005 - Jul. 2006Dallas/Fort Worth AreaRegional bank offering diverse financial services to individuals and businesses. Was instrumental in bringing the local corporate brand to women business owners.
Division President / Senior Executive Vice President / Board Member
Legacy Bank of TexasDivision President / Senior Executive Vice President / Board Member
Jan. 1992 - Mar. 2004Plano, TXRegional bank offering diverse financial services to individuals and businesses. Elected to Board as first woman member in 2004; served on Executive Management Team. Oversaw Marketing, Retail Banking, branch hiring, training and service delivery. ★ Pioneered and launched Legacy Women’s Financial Division catering to women business owners and women in business by providing access to credit, capital and business information.

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