Paige Miller
Bono,AR
Summary
Accomplished Financial Advisor with a proven track record at Proconsult LLC, adept in investment advice and relationship building. Excelled in developing financial plans and fostering client loyalty through personalized service. Skilled in analytical thinking and attention to detail, significantly enhancing client portfolio performance.
Overview
1
1
Certification
Work History
Financial Advisor
Proconsult LLC
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Office Assistant
Miller’s Logging LLC
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
Education
Associates - Human Resources Management
Penn Foster College
Scottsdale, AZPsychology -
Ozarka Community College
Melbourne, ARGeneral Education Diploma -
West Plains High School
West Plains, MOEmergency Medical Technician- Basic -
Ozarka Community College
Cherokee Village, ARSkills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Attention to detail
- Financial advising
- Financial services
- Stock market
- Reporting
- Developing financial plans
Certification
EMT-B
CPR
Timeline
Financial Advisor
Proconsult LLC
Office Assistant
Miller’s Logging LLC
Associates - Human Resources Management
Penn Foster College
Psychology -
Ozarka Community College
General Education Diploma -
West Plains High School
Emergency Medical Technician- Basic -
Ozarka Community College
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