Miles Green Email and Phone Number
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I am a hard asset portfolio manager focused on long-term investment, income generation, and wealth preservation strategies. I emphasize empowering each client with a proven, simple framework to build life-long habits for financial success. I collaborate with financial experts to offer customized client solutions beyond their institution’s offerings, helping expand their role as the primary advisor for all investment needs.
Mcalvany Financial Group
View- Website:
- mcalvany.com
- Employees:
- 19
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Host Of Golden Rule RadioMcalvany Financial GroupLincolnton, Nc, Us
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Senior Investment AdvisorMcalvany Financial Group May 2005 - PresentDurango, CoManage over 2,000 active retail client accounts through both our precious metals and private wealth management firm. Provide domestic and international solutions for private holdings and retirement accounts. Partner with other financial professionals to provide products and services their institutions may not have access to. Assist clients in developing an overall strategy for asset preservation, growth and organization of financial goals. Excel in educating clients, explaining concepts, building strategic and achievable goals in clear terms and providing confidence in their financial decisions.Focus on building inter-generational relationships with clients and their families, friends and network of colleagues. Provide regular updates on personal accounts. Discuss future potential changes to accounts or opportunities as each successful investment decision is a step towards the next. Encourage clients to be as involved as they choose, and offer those seeking deeper understanding the time and resources necessary to further their personal financial knowledge.
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Host Of Golden Rule RadioMcalvany Financial Group Jan 2017 - PresentDurango, CoWeekly podcast and YouTube show providing market analytics pertaining to currency, equity, commodity and precious metals markets. Offers existing and future clients, as well as fellow company associates the educational insights and tools necessary to maintain confidence and knowledge of economic and political events and their impact.
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Senior Portfolio ManagerVaulted Jan 2018 - PresentDurango, Colorado, United States -
Asst. Branch ManagerAmsouth Bank Of Florida Jun 2003 - Apr 2005Sarasota, Florida AreaManaged day to day platform operations at local branch. Organized between platform and teller functions, responsible for daily in-branch vault audits, oversaw the personal and professional needs of all branch employees. Managed weekly call-out events to local community members to increase client base.Opened new branch in Bradenton, FL, focusing on new retail banking relationships in the community. Experienced in lending, specifically home equity lines of credit.Investment representative through AmSouth Investment Services. Held Series 6 and Series 63 licenses as well as Florida Resident Life Insurance License 2-14 for fixed and variable annuities. -
Bartender/ServerTgi Fridays 2000 - 2003
Miles Green Skills
Miles Green Education Details
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Business/Economics -
Christ SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Miles Green
What company does Miles Green work for?
Miles Green works for Mcalvany Financial Group
What is Miles Green's role at the current company?
Miles Green's current role is Host of Golden Rule Radio.
What is Miles Green's email address?
Miles Green's email address is mi****@****any.com
What is Miles Green's direct phone number?
Miles Green's direct phone number is (603)-244*****
What schools did Miles Green attend?
Miles Green attended Wheaton College, Christ School.
What are some of Miles Green's interests?
Miles Green has interest in Education, Children, Economic Empowerment.
What skills is Miles Green known for?
Miles Green has skills like Customer Service, Account Management, Portfolio Management, Investments, Banking, Financial Analysis, Wealth Management, Treasury Management, Emerging Markets, Public Speaking, Marketing, Equities.
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Miles Green
Atlanta, Ga4stefanini-usa.com, stefanini-usa.com, stefanini.com, capgemini.com1 +33 1 4XXXXXXXXXX
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4facebook.com, earthlink.net, intersection.com, controlgroup.com6 +171839XXXXX
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Miles Green
San Francisco, Ca -
Miles Green
Greater Milwaukee5karlstorz.com, yahoo.com, gmail.com, medtronic.com, stryker.com10 +141432XXXXX
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