David Miller Email and Phone Number
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Head of Prime Brokerage Services at Maxim GroupSELECTED CAREER HIGHLIGHTS✔ Served as a strategic partner to client relationships, growing revenue significantly across a 60-client portfolio.✔ Managed 100+ broker dealer clients and 150+ hedge fund/trader accounts representing $200M in annual revenue for the company.✔ Created an environment of best-in-class account support while managing 200+ Prime Brokerage relationships throughout the US.✔ Led a 20-member team and drove the successful integration of the Spear Leeds & Kellogg clearing business into Goldman Sachs.***************************************KEY AREAS OF FOCUS☑ Prime Brokerage Services☑ Business Development☑ Account Management☑ Client Services & Success☑ C-Suite Relationships☑ Strategic Account Planning☑ Project & Program Leadership☑ Data Analytics & Reporting☑ Revenue & Portfolio Growth☑ Key Account Development☑ Team Leadership & Management☑ Cross-Selling Products***************************************I’m always open to expanding my network and connecting with other top professionals. Please add me as a connection and contact me at: ➞ EMAIL: dsm926@gmail.com
Agp Prime
View- Website:
- agpprime.com
- Employees:
- 8
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Senior Managing Director, Agp PrimeAgp PrimeNew York, Ny, Us
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Managing Director - Head Of Prime Brokerage ServicesMaxim Group Llc Apr 2022 - PresentNew York City Metropolitan Area -
Managing Director - Co-Head Of Prime Brokerage ServicesMaxim Group Sep 2021 - Apr 2022New York City Metropolitan Area
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Director Prime Brokerage ServicesMaxim Group Dec 2019 - Sep 2021New York, Ny, United States
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Sr. Prime Brokerage Relationship ManagerWells Fargo And Co. 2012 - Dec 2019Greater New York City AreaFollowing the Wells Fargo acquisition of Merlin Securities, I was retained to manage 60+ Prime Brokerage relationships nationwideAs a key member of the Prime Brokerage Distribution team, I cross-sold products that included equities trading, derivatives trading, futures, and OTC products.SELECTED HIGHLIGHTS & ACHIEVEMENTS ✔ Built relationships and served as a client advocate, resulting in high account retention and relationship growth ✔ Helped clients manage business needs throughout growth by working with new business management to transition in new funds launched by the client base.✔ Guided clients throughout the complete capital process, including working alongside the Capital Introduction team to identify and capitalize on opportunities.✔ Increased business with existing accounts by maintaining consistent communication with clients, and by leveraging an expert knowledge of the competitive landscape. ✔ Built relationships with C-suite executive decision-makers that ranged from CFO and COO to Directors of Operations, Portfolio Managers, and Traders.
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Sr. Prime Brokerage Relationship Manager ★ 200+ Prime Brokerage Relationships Across The UsMerlin Securities 2010 - 2012Greater New York City AreaI joined Merlin Securities in 2010 and served as a relationship manager owning 200+ Prime Brokerage relationships throughout the US. In 2012, Merlin Securities was acquired by Wells Fargo.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Increased market share for Merlin Securities by understanding and adapting to a changing market and competitive landscape.✔ Worked alongside client services to meet client requirements, creating an environment of outstanding account support and relationship deepening. ✔ Following the acquisition by Wells Fargo, was selected to take ownership of key prime brokerage accounts -
Head Of Client Services, Clearing ★ $200M In Annual Revenue From 100+ Broker Dealer ClientsGoldman Sachs 2006 - 2010Greater New York City AreaIn 2006 I was promoted to head of Client Services, Clearing, where I led a 30-member Client Services organization for Goldman Sachs. In this role, I drove cross-departmental collaboration to meet client requests spanning technology, product development, and operations. SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Managed 100+ broker dealer clients and 150+ hedge fund/professional trader accounts that represented $200M in annual revenue.✔ Member of the Client Review Committee that engaged with Compliance, Legal, Risk, and Operations leadership to review specific client activity. ✔ Continually monitored firm exposure and facilitated daily client portfolio risk calls to protect asset and minimize risk. ✔ Cross-sold common clients and created new revenue streams across the Electronic Trading Business. -
Co-Head Of Client Services, Clearing ★ Execution And ClearingGoldman Sachs 2002 - 2006Greater New York City AreaFrom 2002 to 2006 I served as Co-Head of Client Services for Spear Leeds & Kellogg (SLK) Clearing business, which was rebranded as Goldman Sachs Execution and Clearing.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Drove the end-to-end integration of the SLK business into Goldman Sachs, including culture, processes, procedures, and infrastructure.✔ Led a 20-member cross-functional team to achieve all goals and KPI by providing hands-on coaching, training, and mentoring.✔ Developed quantitative strategies and presented to CFOs, Portfolio Managers, Operations Managers, and traders for hedge fund relationship management.✔ Increased efficiency while simultaneously expanding client coverage by restructuring the entire Client Services organization into specialized teams.
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Product Development Manager ★ Prime BrokerageGoldman Sachs 2000 - 2002Greater New York City AreaIn 2000, I was promoted to Product Development Manager, Client Services, within the Prime Brokerage business. In this role, I guided numerous simultaneous projects designed to increase efficiency and client services effectiveness.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Partnered cross-functionally with Prime Brokerage and IT on prioritization, planning, and budgeting of key projects.✔ Provided a new database for representatives to use with client, fund, and strategy to meet client needs in real-time.✔ Successfully implemented web-based tools and platforms, including exceptions processing systems for client services representatives.
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Team Leader, Client Services ★ Prime BrokerageGoldman Sachs 1996 - 2000Greater New York City Area
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Client Service Representative ★ Prime BrokerageGoldman Sachs 1994 - 1996Greater New York City Area
David Miller Skills
David Miller Education Details
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Business Administration And Management
Frequently Asked Questions about David Miller
What company does David Miller work for?
David Miller works for Agp Prime
What is David Miller's role at the current company?
David Miller's current role is Senior Managing Director, AGP Prime.
What is David Miller's email address?
David Miller's email address is ds****@****ail.com
What schools did David Miller attend?
David Miller attended Fordham Gabelli School Of Business, University At Albany, Suny.
What skills is David Miller known for?
David Miller has skills like Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, Equities, Derivatives, Fixed Income, Electronic Trading.
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Herndon, Va2gmail.com, nike.com -
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David Miller
Healthcare Business Analyst | Design Thinking | Corporate Social Responsibility | Organizational ManagementSt Paul, Mn -
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