Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Donald Miller

Hendersonville,TN

Summary

Proven leader in investment management with a track record of enhancing portfolio performance through innovative strategies at Madison Investments. Skilled in fixed income and equity valuation, and adept at fostering client relationships. Demonstrated ability to present complex analyses to boards, ensuring alignment with strategic objectives. Specializes in developing comprehensive investment solutions, emphasizing teamwork and effective communication. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.

Overview

35
35
years of professional experience

Work History

Head of Insurance Solutions - Portfolio Manager

Madison Investments
10.2010 - Current
  • Facilitated portfolio performance review and implemented new strategies of 50 insurance account relationships.
  • Have managed insurance client portfolios ranging from $700 million to $10 million.
  • Streamlined reporting procedures for greater efficiency in communicating portfolio updates to insurance clients.
  • Managed diverse portfolios, ensuring proper diversification and alignment with insurance client objectives and state regulations.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
  • Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.

Assistant Vice President - Investments

Illinois Mutual Life Insurance Company
05.1995 - 08.2010
  • Managed Fixed Income, Equity and Direct Commercial Lending Portfolios.
  • Assets managed over $1 Billion.
  • Member of the Investment Committee.
  • Presented in Front of Board of Directors Monthly.
  • Set Interest Rate Policy.
  • Set up Private Equity Deal with Caterpillar Inc. in which the insurance company became a part-owner in a corporate spin-off.

Portfolio Manager

Banc One Investment Advisors (J.P. Morgan Chase)
01.1991 - 04.1995
  • Managed Fixed Income and Equity Portfolio's of both Institutional and Personal Trust Accounts.
  • Managed five co-mingled funds.
  • Created Investment Policy Statements.
  • Met with clients.
  • Supported the Investment Function at three banks after the Banc One acquisition.

Bank Management Trainee

Jefferson Bank (Banc One)
08.1989 - 12.1990
  • Learned every job function within the bank. Commercial Lending, Consumer Lending, Trust Operations, Trust Investments, Bank Operations.
  • Progression towards bank president position.
  • Sent to extensive outside management training seminars.
  • Loaned Executive to the United Way.

Education

Chartered Financial Analyst Designation -

CFA Institute
Charlottesville, VA
09.1999

MBA - General Business

Bradley University
Peoria, IL
12.1993

General Banking Degree - Banking

Illinois Bankers Association/University of Illinoi
Champaign, IL
04.1992

Bachelors of Science in Business Administration - Finance

Creighton University
Omaha, NE
05.1989

Skills

  • Work with and present to Boards and Senior Management
  • Fixed Income and Equity Valuation
  • Macro Analysis
  • Presentation Skills
  • Trading strategies
  • Contract Negotiation
  • Structured Products
  • Private Equity
  • Real Estate Investments
  • Teamwork and Collaboration
  • Effective Communication
  • Client Relationship Management
  • Investment strategy
  • Developing proposals
  • Portfolio construction

Additional Information

I hold a strong belief in family, giving back to the community and voluntarism. Have worked with and been on boards of The Catholic Charities, The Hult Center for Healthy Living, Catholic Diocese of Peoria and United Way.

Timeline

Head of Insurance Solutions - Portfolio Manager

Madison Investments
10.2010 - Current

Assistant Vice President - Investments

Illinois Mutual Life Insurance Company
05.1995 - 08.2010

Portfolio Manager

Banc One Investment Advisors (J.P. Morgan Chase)
01.1991 - 04.1995

Bank Management Trainee

Jefferson Bank (Banc One)
08.1989 - 12.1990

Chartered Financial Analyst Designation -

CFA Institute

MBA - General Business

Bradley University

General Banking Degree - Banking

Illinois Bankers Association/University of Illinoi

Bachelors of Science in Business Administration - Finance

Creighton University

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Donald Miller