Miles Green Email & Phone Number

Lincolnton, Nc, Us

Durango, Co

Manage 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.

Durango, Co

Weekly 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.

Durango, Colorado, United States

Sarasota, Florida Area

Managed 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.

Bachelor'S Degree, Business/Economics

Activities and Societies: Member of Diakonoi - a hand selected group of 10 students each year to represent the college to potential.

High School, High School/Secondary Diplomas And Certificates

Activities and Societies: National Honor Society. Was the first Junior in the 100 year history of the school to be given a Senior.