Brian Miller

• Nurture ongoing relationships between clients and financial consultants through periodic portfolio reviews.
• Provides financial advice with regard to asset allocation within brokerage and retirement accounts.
• Initiates $10,000,000-$15,000,000 in incoming transfer of asset requests per quarter.
• Work alongside fixed income trading desks to facilitate purchases of UST, corporate and municipal bonds for retail investors.

· Deliver exceptional customer service by performing a range of tasks, from account maintenance to placing trades through the firm’s equity and options trading desks.

· Processed $1,000,000-$3,000,000 worth of securities trades and distributions per month

· Managed extracurricular team activities including a market research group, interaction model support, and planning team outings.

· Managed Excel spreadsheets for the hospital’s disposable inventory.

· Organized disposable medical supplies for 30+ surgical cases daily.

· Learned negotiation skills through management of relations between direct supervisor and practitioners.