Christopher Miller
Pueblo,CO
Summary
Results oriented professional with over 20 years of client management and systems analysis experience to include proven knowledge of investment management, client satisfaction and business operations.
Overview
16
16
years of professional experience
Work History
Service & Acquisition Specialist
Victory Capital Management
San Antonio, TX
07.2019 - Current
- Manage client relationships, addressing concerns and monitoring accounts for quality performance. Avenues of client contact are inbound and outbound phone calls, real time chat technology and secure message interaction.
- Regularly review activities to identify opportunities for improvement
- Manage daily tasks consistently and sought out opportunities to go beyond requirements and support business targets
- Complete all daily tasks and job duties, adhering to deadlines to avoid delays
- Wealth Management Investment Professional
Financial Advisor
JPMorgan
San Antonio, TX
09.2017 - 05.2019
- Securities
- Managed client relationships, addressing concerns and monitoring accounts for quality performance. Avenues of client contact are inbound and outbound phone calls, real time chat technology and secure message interaction.
- Recommended tailored investments, trusts, and life insurance plans to address client needs
- Enforced adherence to industry rules and regulations throughout investment life cycles
- Actively monitored departmental trends and forecast analysis, supporting managerial decision-makers
- Engaged clients in the process by interviewing each person, answering questions and carefully reviewing their complete financial histories.
Financial Advisor
Investment Professionals Inc
San Antonio, TX
02.2015 - 09.2017
- Recommended tailored investments, trusts, and life insurance plans to address client needs
- Interviewed clients to determine current income, expenses, tax status, and financial objectives
- Supported complex financial and feasibility analysis of operational and capital funding plans
- Analyzed financial information obtained from clients to determine strategies for meeting clients' objectives
- Recommended strategies for helping clients improve their cash management, investment planning and other areas to achieve their financial goals. Financial Advisor
- Provided phone consultations to analyze and manage clients' assets and liabilities to enhance net worth
- Engaged clients in the process by interviewing each person, answering questions and carefully reviewing their complete financial histories
- Consistently prospected new leads and capitalized on business opportunities to increase the overall client base
- Maintained consistent contact with clients to quickly identify changes in their financial status and recommend new products
- Disbursed funds from client accounts to meet financial obligations and resolve credit issues.
Financial Advisor
Citi Personal Wealth Management
San Antonio, Texas
03.2006 - 02.2015
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Performed due diligence and valuation processes.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Facilitated new client on-boarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Some College (No Degree) - Criminal Justice
The University of Texas At San Antonio
San Antonio, TXSome College (No Degree) - Business Administration - Finance
Southern New Hampshire University
Hooksett, NHSkills
- Customer relationship management
- Financial planning
- Customer needs assessment
- Helpdesk operations
- Records management
- Task prioritization
- Marketing Techniques
- Information Updates
- Operational Efficiency
- Government Regulations
- Training Initiatives
Certification
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Adviser
Series 9/10 - General Securities Sales Supervisor
Timeline
Service & Acquisition Specialist
Victory Capital Management
07.2019 - Current
Financial Advisor
JPMorgan
09.2017 - 05.2019
Financial Advisor
Investment Professionals Inc
02.2015 - 09.2017
Financial Advisor
Citi Personal Wealth Management
03.2006 - 02.2015
Some College (No Degree) - Criminal Justice
The University of Texas At San Antonio
Some College (No Degree) - Business Administration - Finance
Southern New Hampshire University
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Adviser
Series 9/10 - General Securities Sales Supervisor
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