Dillon Miller
Nevada,IA
Summary
Wealth Management Associate at U.S. Bancorp Investments with expertise in trade execution and client portfolio analysis. Proven ability to enhance client relationships and deliver tailored financial solutions. Adept at regulatory compliance and risk assessment, driving successful investment strategies while fostering collaboration across teams. Committed to achieving client satisfaction and financial growth.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Wealth Management Associate
U.S. Bancorp Investments
Ames, Iowa
06.2023 - Current
- Analyzed client portfolios and strategies in collaboration with advisors.
- Executed trades in client accounts using online trading platforms.
- Facilitated workshops to educate clients on wealth management options.
- Managed client communications and scheduled regular review meetings.
- Researched investment opportunities, including stocks, bonds, mutual funds, ETFs, and alternative investments.
- Ensured regulatory compliance for securities transactions through diligent support.
- Collaborated with operations and compliance teams to verify client data accuracy.
- Reviewed client documents such as wills, trusts, powers of attorney, and beneficiary designations.
Client Relationship Consultant NMLS
U.S. Bank
Boone, USA
05.2021 - 06.2023
- Established and nurtured client relationships within retail and small business sectors.
- Supported clients’ deposit account requirements while recommending partner solutions.
- Originated a range of loans, including personal, auto, home equity, and credit options.
- Administered small business loans, both secured and unsecured, enhancing client opportunities.
- Delivered effective financing strategies for business cash flow management.
Civil Affairs Specialist 38B
U.S. Army
Minneapolis, USA
07.2016 - 07.2022
- Coordinated community engagement programs to foster relationships with local leaders.
- Assisted in the planning and execution of civil-military operations in diverse environments.
- Facilitated communication between military personnel and civilian populations during operations.
- Developed training materials for soldiers on civil affairs principles and practices.
- Analyzed social, economic, and political factors affecting mission success in target areas.
- Supported humanitarian assistance initiatives to improve local living conditions and resources.
Certified Lead Pawnbroker
EzPawn
Ames, USA
09.2017 - 05.2021
- Originated short-term lending solutions for customers.
- Negotiated customer purchases to maximize sales.
- Facilitated item sales to enhance customer satisfaction.
- Served as assistant manager, supporting daily operations.
- Managed store in absence of General Manager, ensuring smooth operations.
- Oversaw cost management of goods and labor while addressing challenging customer interactions.
- Ensured compliance with ATF regulations during firearms transactions.
Education
High school diploma - General Studies
Iowa Falls-Alden High School
Iowa Falls, IA05.2016
Bachelor of Science - Finance - Wealth Management And Financial Planning
Purdue Global University
West Lafayette, INSkills
- Trade execution
- Regulatory compliance
- Investment research
- Client portfolio analysis
- Customer relationship management
- Risk assessment
- Team collaboration
- Loan origination
- Financial industry management
- Problem solving
- Adaptive learning
- Customer due diligence
- Financial planning
- Client communication
Certification
Series 7TO - General Securities Representative
Timeline
Wealth Management Associate
U.S. Bancorp Investments
06.2023 - Current
Client Relationship Consultant NMLS
U.S. Bank
05.2021 - 06.2023
Certified Lead Pawnbroker
EzPawn
09.2017 - 05.2021
Civil Affairs Specialist 38B
U.S. Army
07.2016 - 07.2022
High school diploma - General Studies
Iowa Falls-Alden High School
Bachelor of Science - Finance - Wealth Management And Financial Planning
Purdue Global University