Darren Moss

Client Service Specialist

Darren has 16 years of financial services experience spanning retail brokerage, institutional banking and asset management. The bulk of this time was spent working for 2 long-short equity hedge funds where he focused on trading and operations as well as marketing and client relationships. His responsibilities have included executing equity, derivative, currency and fixed income trades for individual client accounts as well as co-mingled hedge funds, working with counter parties and clearing firms for trade settlement, managing client relationships, account openings and money movements. In addition, he oversaw relationships with outside technology vendors including selection and implementation of new CRM and trading software.

In 2016 Darren left Wall Street to become a stay-at-home dad. During this time, he also started a part-time consulting practice helping small to mid-sized SaaS companies with the implementation of sales growth strategies. He loves problem solving and puzzles and has a goal to help businesses run more efficiently so they can better serve their clients.

Outside of work, you can find Darren with his wife, 2 children and dog going to lacrosse or soccer matches, hiking, biking or doing anything outdoors. He particularly loves to ski and spends a lot of time in the Adirondacks of NY. He is also very active in his local community, volunteering time on a number of a local government committees as well as non-profits focused on bettering outdoor spaces and recreation.