Kathleen Moore
SVP- Tax & Financial Planning
- Busey Wealth Management
Professional Information
Kathleen
Moore
SVP- Tax & Financial Planning
Busey Wealth Management
Financial Services
Education, Honors & Awards
University of Illinois at Urbana-Champaign
BS Accountancy, Accounting-University of Illinois at Urbana-Champaign
Personal Information
United States
Illinois
St. Jospeh
Member of FINRA, Volunteers on Board of Directors for Orpheum Children's Science Museum, Volunteers for Presence Health Foundation Women 4 Women Program
Soccer, Works Out, Running
More than 25 years
Kathleen is an accomplished professional with over 25 year of experience in her industry. She headed up Client Services in a Financial Planning company with better than a 90% retention rate, with referrals of new clients representing more than 75% of new business. Developed and grew an Investment Services program within a bank environment. Developed and currently heads a Financial Planning services program within Wealth Management in a trust company. She attributes her success to working as part of a strong ream.
Financial Planing, Taxes, Investment Services
Investment Accounts, Financial Planing Program, Development of Software Implementation