David Miller Email & Phone Number
@wellsfargosecurities.com
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Who is David Miller? Overview
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David Miller is listed as Senior Managing Director, AGP Prime at AGP Prime, a company with 8 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargosecurities.com and a matched LinkedIn profile for David Miller.
David Miller previously worked as Managing Director - Head of Prime Brokerage Services at Maxim Group Llc and Managing Director - Co-Head of Prime Brokerage Services at Maxim Group. David Miller holds Mba, Finance from Fordham Gabelli School Of Business.
Email format at AGP Prime
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AeroLeads found 1 current-domain work email signal for David Miller. Compare company email patterns before reaching out.
About David Miller
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
Listed skills include Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, and 4 others.
David Miller's current company
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David Miller work experience
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Managing Director - Head Of Prime Brokerage Services
Current
Managing Director - Co-Head Of Prime Brokerage Services
Director Prime Brokerage Services
Sr. Prime Brokerage Relationship Manager
Following 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.
Sr. Prime Brokerage Relationship Manager ★ 200+ Prime Brokerage Relationships Across The Us
I 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.
Head Of Client Services, Clearing ★ $200M In Annual Revenue From 100+ Broker Dealer Clients
In 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.
Co-Head Of Client Services, Clearing ★ Execution And Clearing
From 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.
Product Development Manager ★ Prime Brokerage
In 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.
Team Leader, Client Services ★ Prime Brokerage
Client Service Representative ★ Prime Brokerage
David Miller education
Mba, Finance
Bs, Business Administration And Management
Frequently asked questions about David Miller
Quick answers generated from the profile data available on this page.
What company does David Miller work for?
David Miller works for AGP Prime.
What is David Miller's role at AGP Prime?
David Miller is listed as Senior Managing Director, AGP Prime at AGP Prime.
What is David Miller's email address?
AeroLeads has found 1 work email signal at @wellsfargosecurities.com for David Miller at AGP Prime.
Where is David Miller based?
David Miller is based in New York City Metropolitan Area, United States, United States while working with AGP Prime.
What companies has David Miller worked for?
David Miller has worked for Agp Prime, Maxim Group Llc, Maxim Group, Wells Fargo And Co., and Merlin Securities.
How can I contact David Miller?
You can use AeroLeads to view verified contact signals for David Miller at AGP Prime, including work email, phone, and LinkedIn data when available.
What schools did David Miller attend?
David Miller holds Mba, Finance from Fordham Gabelli School Of Business.
What skills is David Miller known for?
David Miller is listed with skills including Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, Equities, Derivatives, Fixed Income, and Electronic Trading.
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