Summary
Overview
Work History
Education
Skills
Websites
Projects
Timeline
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Adrianne Miller

Long Beach,CA

Summary

Experienced PCS Global Investment Control Analyst with a strong background in portfolio management and data analytics. Proven ability to manage Private Client Accounts and develop automation tools to increase efficiency. I am seeking to leverage my expertise in data visualization to contribute to a dynamic team.

Overview

8
8
years of professional experience

Work History

PCS Global Investment Control Analyst

Capital Group
Los Angeles, United States
04.2023 - Current
  • Managed 250 Separately Managed Accounts totaling $1.5B in assets.
  • Reviewed and reconciled accounts daily to ensure trading was done in the client's best interest.
  • Developed Data Visualization Tools and Workflows to improve team efficiency and accuracy.
  • Created a Wash Sale Tableau Calculator Tool that calculates the disallowed amount, saving time from holding trades for approval.
  • Developed an Alteryx Workflow to customize and reassign accounts, saving hours of manual work.
  • Utilized Microsoft SQL Server to clean up existing queries in Alteryx Workflows for seamless data filtering.

PCS Global Investment Control Associate

Capital Group
Los Angeles, United States
05.2021 - 04.2023
  • Managed Private Client Accounts containing only mutual funds - processed trades such as: invest/divests, client tax harvesting, and rebalancing portfolios.

Client Services Representative

Irvine, United States
11.2018 - 05.2021
  • Handled in-bound calls from clients and provided accurate information in response to account inquiries and transaction requests.
  • Introduced clients to available online resources and services to increase convenience.
  • Collaborated with different departments to resolve problems and increase client satisfaction.

Account Executive

Regents Capital Corporation
Irvine, California
02.2018 - 08.2018
  • Prospected new opportunities using Salesforce and Outreach.
  • Enhanced telecommunication and written communication skills.

Inside Sales Representative

Georg Fischer
Irvine, California
03.2017 - 01.2018
  • Performed data entry for purchase orders and adjusted inventory through SAP software.
  • Communicated with distribution customers through phone and Microsoft Outlook for purchase orders, quotes, product questions, and lead time on delivery.

Education

Certificate - Data Analytics

University of California, Irvine Division of Continuing Education
Irvine, CA
01.2020

Bachelor's Degree - International/Global Studies

University of California, Irvine
Irvine, CA
01.2017

Skills

  • Data Reporting
  • Analytical Skills
  • Reporting & Analysis
  • Communication
  • Teamwork
  • Data Filtering
  • Portfolio Management
  • Problem-Solving
  • Microsoft SQL Server
  • Data Visualization
  • Risk Management
  • Easily Adaptable
  • Skilled Multi-tasker
  • Microsoft Excel
  • Tableau
  • Alteryx
  • Data visualization
  • Attention to detail
  • Effective communication
  • Team collaboration
  • Adaptability
  • Database maintenance

Projects

  • Wash Sale Tableau Calculator Tool, Created a tool that calculates the disallowed amount, saving time from holding trades for approval.
  • Alteryx Workflow, Developed a workflow to customize and reassign accounts, saving hours of manual work.
  • Microsoft SQL Server, Utilized to clean up existing queries in Alteryx Workflows for seamless data filtering.

Timeline

PCS Global Investment Control Analyst

Capital Group
04.2023 - Current

PCS Global Investment Control Associate

Capital Group
05.2021 - 04.2023

Client Services Representative

11.2018 - 05.2021

Account Executive

Regents Capital Corporation
02.2018 - 08.2018

Inside Sales Representative

Georg Fischer
03.2017 - 01.2018

Certificate - Data Analytics

University of California, Irvine Division of Continuing Education

Bachelor's Degree - International/Global Studies

University of California, Irvine

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