Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
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Austin Miller

Financial Adviser
Riverview,FL

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Accomplished Financial Adviser with Two-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
3
3
Certifications

Work History

Team Financial Advisor

Morgan Stanley
Temple Terrace, FL
06.2020 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Performed due diligence and valuation processes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Senior Financial Services Specialist

Charles Schwab
Lone Tree, CO
09.2017 - 06.2020
  • Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
  • Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
  • Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.

Pharmaceutical Technician/Customer Service

King Soopers
Greenwood Village, CO
05.2011 - 09.2017
  • Consulted with insurance company representatives to complete claims processing, resolve concerns and reconcile payments.
  • Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
  • Processed incoming drug orders by checking deliveries against paperwork and updating computer system.
  • Counted, measured, and compounded medications following standard procedures.
  • Provided consultations and answered inquiries from patients, healthcare professionals and physicians regarding drugs, potential side effects and specified use.

Education

Bachelor of Science - Economics, Chemistry, Pricing, Analysis

Metropolitan State University of Denver
Denver, CO
08.2012 - 05.2017

Skills

    Investment planning

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Software

Microsoft Office

Salesforce

STATA

Certification

Series 7

Timeline

Team Financial Advisor

Morgan Stanley
06.2020 - Current

Series 66

08-2018

Series 63

03-2018

Series 7

02-2018

Senior Financial Services Specialist

Charles Schwab
09.2017 - 06.2020

Bachelor of Science - Economics, Chemistry, Pricing, Analysis

Metropolitan State University of Denver
08.2012 - 05.2017

Pharmaceutical Technician/Customer Service

King Soopers
05.2011 - 09.2017

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Austin MillerFinancial Adviser