Greg Miller
Godley,TX
Overview
30
30
years of professional experience
2
2
years of post-secondary education
Work History
Senior Premier Banker
Wells Fargo
05.2022 - Current
- Manage and grow a portfolio of high-net-worth clients.
- Holistic and goals-based approach in navigating client's financial journey.
- Currently hold the series 7, 63, 66, and insurance licenses.
Senior Banker
PNC Formerly BBVA
03.2017 - 05.2022
- Acquire and manage a portfolio while maintaining meaningful relationships.
- Partner with Financial Advisor, Mortgage Banker, and Business Banker to grow relationships.
- Recommend financial services products based on client's needs.
Branch Retail Executive
PNC Formerly BBVA
03.2017 - 03.2018
- Manage a team of financial professionals.
- Ensure team members are following policies, procedures, and regulatory requirements.
- Facilitate meetings to communicate clear objectives for employees.
- Weekly partner meetings to discuss pipeline across lines of business and collaborate to deepen relationships.
Financial Advisor
PNC Formerly BBVA Investment Solutions
03.2016 - 03.2017
- Grow and protect assets for clients.
- Make recommendations with a fiduciary approach based on client's goals, objectives, coupled with time and risk tolerance.
Finance Director
Arrow Ford
01.2015 - 01.2016
- Manage a team of Finance Managers.
- Provide oversight of compliance and fair lending practices.
- Implement and manage processes to create customer advocates through processes, training, follow up, and problem resolution.
FINANCIAL ADVISOR/PRIVATE CLIENT ADVISOR
JPMORGAN SECURITIES, LLC
01.2009 - 01.2013
- Analyze goals, objectives, and portfolios of high-net-worth clients.
- Utilize conviction, thematic, and core strategies, provided through JPMorgan Private Bank.
- Communicate economic and investment insights from JPMorgan Strategy and Solutions teams.
- Monitor performance and execute client quarterly and annual reviews.
Education
No Degree - General Studies
Tarleton State University
Stephenville, Texas, TX 08.1986 - 12.1988
Summary
Skilled at helping customers and businesses meet financial needs and goals by taking a holistic, goals based approach and developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
I demonstrate strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
I am an experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Skills
Relationship management
Investment advice
Financial advice
Credit solutions guidance
CRM systems
Relationship building
New customer acquisition
Professional demeanor
Analyzing performance
Certification
- License Series 7, 63, 66, and insurance
Timeline
Senior Premier Banker
Wells Fargo
05.2022 - Current
Senior Banker
PNC Formerly BBVA
03.2017 - 05.2022
Branch Retail Executive
PNC Formerly BBVA
03.2017 - 03.2018
Financial Advisor
PNC Formerly BBVA Investment Solutions
03.2016 - 03.2017
Finance Director
Arrow Ford
01.2015 - 01.2016
FINANCIAL ADVISOR/PRIVATE CLIENT ADVISOR
JPMORGAN SECURITIES, LLC
01.2009 - 01.2013
No Degree - General Studies
Tarleton State University
08.1986 - 12.1988