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James Patrick Moultrup

James Patrick Moultrup, American financial planner, educator. Certified finance planner. Scholar University Utah, 1978-1985. Member Institute Certified Finance Planners, Kiwanis, Toastmasters, Omicron Delta Epsilon.

Background

  • Moultrup, James Patrick was born on May 17, 1957 in Detroit, Michigan, United States. Son of John Bernard and Therese Marie (Althoff) Moultrup.

  • Education

    • Bachelor of Science, University Utah, 1982. Master of Science, University Utah, 1985.

    Career

    • Chief finance officer, vice president Danco Metal Products Company, Mount Clemens, Michigan, 1985-1986. Partner Management Perspectives Group, Midvale, Utah, 1987-1988. Corporation development specialist Utah Small Business Development Center, Salt Lake City, 1988-1992.

      Associate vice president investments, retirement planning specialist Morgan Stanley Dean Witter, Stateline, Nevada, since 1992. Faculty University Nevada, Reno, since 1994.

    Major achievements

    • Certified finance planner.

    Works

    • Public investment strategy and planning newsletter. Contributor articles to professional journals.

    Politics

    Party affiliation: Democrat

    Religion

    Denomination: Roman Catholic

    Membership

    Member Institute Certified Finance Planners, Kiwanis, Toastmasters, Omicron Delta Epsilon.

    Personality

    Interests

    Skiing, sailing, writing, speaking, entertaining.

    Connections

    • Married Tracie Maier, July 20, 1990.
    • father: John Bernard Moultrup
    • mother: Therese Marie (Althoff) Moultrup
    • spouse: Tracie Maier
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    Born May 17, 1957
    (age 60)
    Nationality
    • 1982
      University Utah
    • 1985
      University Utah
    • 1985 - 1986
      Chief finance officer, Danco Metal Products Company
      Mount Clemens, Michigan, United States
    • 1985 - 1986
      vice president, Danco Metal Products Company
      Mount Clemens, Michigan, United States
    • 1987 - 1988
      partner, Management Perspectives Group
      Midvale, Utah, United States
    • 1988 - 1992
      corporation development specialist, Utah Small Business Development Center
      Salt Lake City, Utah, United States
    • 1992
      associate, Morgan Stanley Dean Witter
      Stateline, Nevada, United States
    • 1992
      retirement planning specialist, Morgan Stanley Dean Witter
      Stateline, Nevada, United States

    Award