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James Patrick Moultrup Edit Profile

educator , financial planner

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.

Achievements

  • Certified finance planner.

Works

  • Other Work

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

Membership

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

Interests

  • Other 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