Jeff Moshier

Jeff Moshier has extensive work experience in various finance and operations roles. Jeff currently serves as a Finance Director at WFG National Title Insurance Company, where they are responsible for acquisition diligence, budgeting, strategic finance reporting, and profitability analyses. Additionally, they have experience in project management, implementation, and business development.

Prior to their current role, Moshier worked as the Vice President of Field Finance at Resurgence Behavioral Health, where they developed and managed finances, conducted revenue forecasting, and led implementation projects. Jeff also served as a Branch Production Manager at Gold Star Mortgage Financial Group, driving loan production and supporting loan originators.

Moshier's earlier career includes a role as a Senior Director of Operations at Title Resource Group, where they managed a national closing and title office network. Jeff also has experience as a Relocation Accounting Manager at Cartus, leading a team in providing relocation accounting services for corporate clients. Overall, Moshier's work experience demonstrates their expertise in finance, operations, project management, and business growth.

Jeff Moshier holds a Bachelor of Arts (BA) degree in Business Economics from UC Santa Barbara. Jeff has obtained additional certifications in various areas, including "Getting Things Done," "Leadership Foundations," "Excel for Business Analysts," "Excel: Advanced Formulas and Functions," "Smart Thinking: Overcoming Complexity," "Business Analytics Foundations: Predictive, Prescriptive, and Experimental Analytics," "The Six Morning Habits of High Performers," "Using Microsoft Teams and Outlook Together: Maximizing Productivity," "Visio 2019 Essential Training," "Addiction: A Community Issue," "Excel Formulas and Functions Quick Tips," "Using Power BI with Excel," "Audit and Due Diligence Foundations," "Excel 2016: Pivot Tables in Depth," "How to Make Strategic Thinking a Habit," "Impromptu Speaking," "Improving Your Listening Skills," "Project Management Simplified," "What Is a PMO?," and "Managing Organizational Change for Managers."