Andrew J. Miller, Mba Email and Phone Number
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Innovative business professional with a versatile skill set and over nine years of business experience. CERTIFIED FINANCIAL PLANNER™ and CHARTED FINANCIAL ANALYST (LEVEL I) Candidate who is able to work in a collaborative environment, while providing the ability to analyze investment opportunities and build professional and client relationships. Diverse background: private consulting experience, financial advisor, financial services, business and collegiate athletic operations, active volunteering within the local community.
Maven Financial Partners
View- Website:
- linktr.ee/mavenfinancial
- Employees:
- 16
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Sr. Financial ConsultantMaven Financial PartnersAustin, Tx, Us
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Financial ConsultantMaven Financial Partners Jul 2022 - PresentAustin, Texas, United States
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Founder, Business ConsultantAm Capital May 2020 - PresentAustin, Texas, United StatesI provide business consulting services to small businesses to identify cash flow opportunities within the following sectors: Real Estate, Private Equity, and Business Development. This is completed through Market Research and Analysis, Contract Negotiation, Due Diligence, and Strategic Planning. -
Board MemberHispanic Scholarship Consortium Aug 2023 - PresentAustin, Texas, United States -
Associate Financial AdvisorKovitz May 2019 - May 2020Orange County, California AreaAs Associate Financial Advisor, I partnered with the Chief Financial Officer, Portfolio Managers and The Investment Team to provide technical and client management support to over 200 complex and ultra-high-net-worth client relationships. -
Operations AssociateKovitz Investment Group Aug 2015 - May 2019Austin, TexasAs lead Operations Associate for the AFAM Division of Kovitz, I continued to provide exceptional support to 300+ clients, Chief Operating Officer, and Portfolio Management and Sales teams. Spearheaded the operational integration as part of the Kovitz/AFAM Merger and Acquisition that took place in 2018.The Operations Associate Role with AFAM Capital provided me with opportunity to establish and build over 300 private client relationships. At AFAM, I provided investment operations support to our Institutional Investment team, created and presented client data regarding client trends and cash flows and worked closely on innovate and creative projects to improve inefficiencies with AFAM Capital.
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Associate Financial Service ConsultantCharles Schwab Aug 2014 - May 2015Austin, TexasServing as an ambassador of Charles Schwab, the Associate Financial Services Consultant role served as a pathway to educate and tackle problems for thousands of clients. Within this service-based role, I discussed a variety of financial topics while providing a superior level of service to my clients. -
Director Of Basketball OperationsSt. Edward'S University Aug 2012 - Aug 2014Austin, TexasWhile earning my MBA, I served as the Director of Basketball Operations for the St. Edward’s Women’s Basketball Team. In two years, I provided day-to-day behind-the-scenes as well as game-day and practice support involving: Game-Day Operations and Team Preparation, Game-Day Travel Logistics, Recruiting Visit Travel Logistics, Recruiting Database Maintenance, Managing Team Volunteer Events, and Implemented a State-of-The Art Player Breakdown Software. -
Sports Information AssistantSt. Edward'S University Aug 2012 - Aug 2014Austin, TexasWhile earning my MBA, I worked within the Sports Information Department as a full-time associate. In two years on the Sports Information Team, I provided the following: New Athletic Website Integration, Maintained Athletic Statistic Database, Wrote Player Biographies, Pre and Post Game Reports, and provided support for NCAA Hosted Events on-site.
Andrew J. Miller, Mba Skills
Andrew J. Miller, Mba Education Details
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Bachelor’S Degree -
Master Of Business Administration (Mba)
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Certificate, Financial Planning
Frequently Asked Questions about Andrew J. Miller, Mba
What company does Andrew J. Miller, Mba work for?
Andrew J. Miller, Mba works for Maven Financial Partners
What is Andrew J. Miller, Mba's role at the current company?
Andrew J. Miller, Mba's current role is Sr. Financial Consultant.
What is Andrew J. Miller, Mba's email address?
Andrew J. Miller, Mba's email address is am****@****tal.com
What is Andrew J. Miller, Mba's direct phone number?
Andrew J. Miller, Mba's direct phone number is +151260*****
What schools did Andrew J. Miller, Mba attend?
Andrew J. Miller, Mba attended The University Of Texas At Austin, St.edward's University, Florida State University.
What are some of Andrew J. Miller, Mba's interests?
Andrew J. Miller, Mba has interest in Children, Skiing, Learning, Education, Reading, Athletics, Travel, Health.
What skills is Andrew J. Miller, Mba known for?
Andrew J. Miller, Mba has skills like Microsoft Office, Event Management, Sports Management, Marketing, Leadership, Powerpoint, Athletic Administration, Customer Service, Sports Marketing, Event Planning, Sales, Facilities Management.
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Andrew J. Miller MBA
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