Ira Miller Email and Phone Number
Ira Miller work email
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Ira Miller personal email
Graduate of Drexel's Lebow College of BusinesSenior Due Diligence Analyst at Cetera Financial Group Former Investment Analyst at Janney Montgomery Scott, LLC.
Cetera Financial Group
View- Website:
- cetera.com
- Employees:
- 501
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Senior Due Diligence AnalystCetera Financial Group Aug 2022 - PresentSan Diego , Ca, Us
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Investment AnalystJanney Montgomery Scott Llc Feb 2021 - Jun 2022Philadelphia, Us -
Investment AssociateJanney Montgomery Scott Llc Apr 2018 - Feb 2021Philadelphia, UsConduct manager research and due diligence on mutual funds, ETFs and SMA'sResponsible for covering all approved and high conviction strategies in US domestic SMID, small-cap and mid-cap pooled productsQuantitatively screen using Morningstar Direct primarily in the context of the firm's highest conviction product recommendationsInterview portfolio managers and investment teams for qualitative insights into strategies to evaluate and recommend equity managersPortfolio Management responsibilities on suite of in-house goals based models, totaling over $100mDirect supervisor and mentor role for interns in Wealth Management department
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Wealth Management ResearchJanney Montgomery Scott Llc Mar 2017 - Mar 2018Philadelphia, UsConduct due diligence on open-end mutual funds, ETFs, closed-end funds, and separately managed accounts. Manage and produce manager factsheets that calculate risk return statistics to guide financial advisor manager selection. Assist with quantitative screens for mutual funds and separately managed accounts using Morningstar Direct for potential additions to recommended list. Participate in fund manager interviews during manager addition process.
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ServerRestaurant Cerise Oct 2013 - Sep 2017• Resolve customer concerns and maintain high level of professionalism at fine dining restaurant• Process cash and credit transactions up to $2,000 a day• Train and supervise approximately five new employees
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Market Research AssistantProject Management Institute Mar 2016 - Sep 2016Newtown Square, Pennsylvania, Us• Design, collect, analyze, interpret, build reports and present results of primary and secondary research• Develop, program, and deploy questionnaires for data gathering• Interpret and communicate data findings to stakeholders and co-workers• Assess trends, competitive issues, customer satisfaction and other topics to support business needs -
Counseling AssistantCaron Treatment Centers Aug 2012 - Apr 2013• Directly supervised patient compliance with facility code of conduct, including patient elopement• Completed daily reports communicating patient progress with team members• Observed and assessed behavior of over 100 patients, facilitated and ran group meetings• Guided and supported patients through course of treatment plan
Ira Miller Skills
Ira Miller Education Details
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Drexel University'S Lebow College Of BusinessFinance And Organizational Management -
Montgomery County Community CollegeBusiness Administration
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Reading Area Community CollegeBusiness Administration
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Perkiomen School
Frequently Asked Questions about Ira Miller
What company does Ira Miller work for?
Ira Miller works for Cetera Financial Group
What is Ira Miller's role at the current company?
Ira Miller's current role is Senior Due Diligence Analyst.
What is Ira Miller's email address?
Ira Miller's email address is ir****@****pmi.org
What schools did Ira Miller attend?
Ira Miller attended Drexel University's Lebow College Of Business, Montgomery County Community College, Reading Area Community College, Perkiomen School.
What skills is Ira Miller known for?
Ira Miller has skills like Individual Counselling, Microsoft Office, Youth Mentoring, Time Management, Team Leadership, Public Speaking, Mediation, Customer Service, Research, Microsoft Excel, Leadership, Microsoft Powerpoint.
Who are Ira Miller's colleagues?
Ira Miller's colleagues are Steve Suzuki, James Friemann, Herb Aparicio, Chris Ouimet, Pamela Johnson, Brandon T. Evens, Murli Sujanani.
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