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Kathleen Moore

Financial Manager

Kathleen's Story

Kathleen has a long history in financial and professional services leveraging her analytical skills to optimize results for clients. Kathleen’s focus is supporting the Global View team which embodies the same ideals as Ken, Global View founder, to further the company’s mission of putting the clients’ interests first. 

After completing her formal education at James Madison University with a BBA and an International MBA at the University of South Carolina that took her to Europe, she accepted a position with Fluor as a Global Location Consultant. This position landed her and Ken in Greenville in 1997, and the North Main area has been home ever since. 

She has worked for companies that require a high degree of financial accuracy in projections for accounting to current and potential investors in roles at IBM, RBC, OB Hospitalists Group (a Greenville-based Inc 5000 fastest growing company). She has also worked for Price Waterhouse Coopers and KPMG and has always enjoyed summarizing relevant financials and telling the financial story to management and Boards for use in short-term and long-term decision making. 

Kathleen spent the last couple of years as Ken’s caregiver and advocate as they researched and tried many treatments and sought medical advice from across the country. She applied for several clinical trials on Ken’s behalf, and he participated in one at the National Institutes of Health in Bethesda, MD.  Currently, Kathleen is applying the hard-fought knowledge to serve on a peer review panel for the Department of Defense,’s Congressionally Directed Medical Research Program for Kidney Cancer Research. She also volunteers her time to the non-profit KidneyCan by communicating with members of Congress to request their support of kidney cancer research.

Kathleen is also actively involved with her young adult children (Allison and Eric) and loves spending time outdoors and with friends. 

 

Other Team Members

CFP ® - Managing Partner – Retirement Transition Specialist
Partner – Chair of Investment Committee
CFP® - Financial Advisor
Client Service Manager
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