Eric Miller Email and Phone Number
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Eric Miller personal email
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At Kinetic Agency, my role as a Case Analysis and Design Associate hinges on fostering relationships with financial advisers and understanding their needs to deliver tailored product solutions. By working collaboratively with the External Wholesaler team, we've successfully uncovered new opportunities that align with market developments and our clients' strategic goals.Previously, as the Seegers SMIF Portfolio Coordinator with the Beach Investment Group, my stewardship contributed to a robust asset management strategy, ensuring the $200k fund adhered to investor requirements. My competencies include economic analysis and new business development, which are instrumental in steering portfolio decisions within the dynamic landscape of investment management and insurance.
Kinetic Agency
View- Website:
- kineticagency.com
- Employees:
- 18
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AnalystKinetic Agency Jul 2023 - PresentLos Angeles, California, United StatesCommunicate directly with financial advisers regarding product information, illustration requests, case analyses, and proposals. Build, grow, and maintain advisor relationships by developing a thorough understanding of company products and solutions. Work as a team with the External Wholesaler to uncover new opportunities. Develop a strong understanding of capital markets, insurance, and investment management industries, along with market developments. Work closely with the operations team to… Show more Communicate directly with financial advisers regarding product information, illustration requests, case analyses, and proposals. Build, grow, and maintain advisor relationships by developing a thorough understanding of company products and solutions. Work as a team with the External Wholesaler to uncover new opportunities. Develop a strong understanding of capital markets, insurance, and investment management industries, along with market developments. Work closely with the operations team to solve any client issues. Proactively communicate with carriers and other product providers for advanced markets, product information, and underwriting guidelines. Show less
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Seegers Smif Portfolio CoordinatorBeach Investment Group (Big) Sep 2022 - Jan 2023Long Beach, California, United StatesSelected by the Beach Investment Group Executive Team to oversee and manage the oldest Student Managed Investment Fund, Seegers SMIF Fund, valued around $200,000. Responsibilities include asset management, performing portfolio analysis, coordinating with equity teams and executive board, preparing weekly reports, ensuring portfolio adherence to investor requirements and asset allocation strategy. -
Economic AnalystBeach Investment Group (Big) Jun 2022 - Jan 2023Long Beach, California, United StatesParticipated in an intensive bootcamp as an economic analyst. Duties included providing top-down market analysis and sector analysis, coordinating with equity and fixed income teams on portfolio strategy, and disbursement of relevant economic data. Collaborated with a team of 13 students to create and present a portfolio analysis of 49er SMIF Fund to alumni, members of CFAOC and members of the board of directors for the 49er Shops Bookstore.
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Marketing And Recruiting InternYosd Consulting May 2022 - Aug 2022Developed marketing outreach campaigns and formulated the messaging, sequencing, and delivery of the campaign. Established foundation and strategic processes for new recruiting services provided by the organization. Formulated internal procedures and logistics, built out proprietary assessments for candidates, and implemented position-specific interview processes. Developed LinkedIn outreach campaign for potential candidates. -
Internet Sales ManagerSanta Monica Audi Nov 2019 - Aug 2021Santa Monica, California, United StatesManaged structuring and closing deals, organizing delivery logistics, appraising and processing trade-in vehicles, and ensuring a smooth transaction for the customer from initial contact to final delivery. Liaise with the customer for the purpose of managing the relationship beyond the point of sale, identifying new opportunities, and increasing client retention. -
Product SpecialistVolkswagen Santa Monica Jun 2016 - Nov 2019Santa Monica, California, United StatesResponsibly handled all stages of the sales process from prospecting and scheduling to exhibiting product and negotiation to closing. Utilized a client-centric approach to assess needs and demonstrate how product features, functions, and benefits meet customers' needs.
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New Business AssociateCreative Matters Agency 2014 - 2016Involved with all aspects of new business development, including cold outreach, lead generation; scheduling and leading sales meetings, drafting proposals and RFPs; continued involvement in sales process through to closing; cultivating relationships with prospective clients and leveraging current relationships to build client base.
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Sales ManagerAll Usa Clothing 2011 - 2014Keego Harbor, MichiganInvolved with all aspects of sales, from initial customer contact to order fulfillment, creating and delivering presentations, verifying customer satisfaction with product; connecting with previous customers and maintaining existing relationships.
Eric Miller Skills
Eric Miller Education Details
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Economics -
Business/Managerial Economics
Frequently Asked Questions about Eric Miller
What company does Eric Miller work for?
Eric Miller works for Kinetic Agency
What is Eric Miller's role at the current company?
Eric Miller's current role is Wholesale Case Analyst | California State University, Long Beach Graduate.
What is Eric Miller's email address?
Eric Miller's email address is er****@****udi.com
What is Eric Miller's direct phone number?
Eric Miller's direct phone number is +124852*****
What schools did Eric Miller attend?
Eric Miller attended California State University, Long Beach, Santa Monica College, Michigan State University, Oakland University.
What are some of Eric Miller's interests?
Eric Miller has interest in Civil Rights And Social Action, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare.
What skills is Eric Miller known for?
Eric Miller has skills like Marketing, Microsoft Office, Customer Service, Facebook, Powerpoint, Microsoft Excel, Retail, Social Media, Social Media Marketing, Entrepreneurship, Fundraising, Microsoft Word.
Who are Eric Miller's colleagues?
Eric Miller's colleagues are Jesse Carrillo, Onyema Nkele, Betty G, Albert H., Jessica Vargas, Jessica Wu, Catherine Ramirez.
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Eric Miller
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Eric Miller
United States3ericmillerconsults.com, yahoo.com, ownersally.com4 +152077XXXXX
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Eric Miller
Winchester, Va2hotmail.com, btdmfg.com4 +161262XXXXX
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