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My professional career has been directly tied to my passion for financial history. Having over 15 years experience in the financial services industry both here in the US and abroad, I have helped investors identify the risks with global economic imbalances and developed strategies for asset and purchasing power protection.
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Vp SalesMidtown Athletic ClubsGreater Chicago Area
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Vp SalesRetireup Feb 2015 - PresentLibertyville IlIdentify, close and manage sales activity in support of the start up of RetireUp, a revolutionary goal-based retirement planning tool for Financial Advisors. -
AssociateMidtown Athletic Club Aug 2013 - PresentChicago Illinois• Collaborated with program, tournament, and social events director to organize and manage adult, junior, and new member programming.• Processed transactions and reconciled club accounts on a daily basis.• Maintained professional and courteous club atmosphere for membership.• Reached out to existing membership to help drive usage and revenue for club.• Handled incoming calls regarding scheduling and general membership inquiries.
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Financial ConsultantEuro Pacific Capital Sep 2008 - Jan 2013Newport Beach, California• Broker working with clients to help protect them from falling currency values.• Attained 25-30 million dollars in assets under management.• Managed over 200 accounts including taxable account, IRA, and 401k. • Experienced with international equity and currency markets.• Sold precious metals including gold, silver, and platinum.• Contacted approximately 100 prospects per day by phone and in house presentations.• Averaged $30,000 in gross monthly commissions for firm• Chosen to help start international offshore bank and brokerage firm.
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International Investment ConsultantEuro Pacific Bank May 2011 - Jul 2012Anguilla Bwi• Lead broker helping start up brokerage and offshore bank.• Contacted non US based international prospects by phone• Opened accounts for over 200 clients diversifying their currency risk• Made recommendation of equities, precious metals, mutual funds and managed accounts.• Instrumental in training staff and new brokers with weekly sales meetings.• Established relationships with other global firms helping to drive sales
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Investment RepresentativeSecurities/Wachovia Securities, Lake Elsinore, Ca Apr 2006 - Mar 2007Lake Elsinore, California• Responsible for increasing annual branch sales by 200%. • Utilized both annuity and mutual fund products to help clients reach their financial goals.• Developed presentation skills to uncover assets and client needs to build comprehensive financial plan .• Managed 12 million dollar book of business
Jack Miller Skills
Jack Miller Education Details
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Communications
Frequently Asked Questions about Jack Miller
What company does Jack Miller work for?
Jack Miller works for Midtown Athletic Clubs
What is Jack Miller's role at the current company?
Jack Miller's current role is VP Sales.
What is Jack Miller's email address?
Jack Miller's email address is ja****@****eup.com
What is Jack Miller's direct phone number?
Jack Miller's direct phone number is (800) 935*****
What schools did Jack Miller attend?
Jack Miller attended Ohio University, Wittenberg University.
What skills is Jack Miller known for?
Jack Miller has skills like Investments, Mutual Funds, Series 7, Series 63, Equities, Retirement Planning, Wealth Management, Portfolio Management, Securities, Asset Management, Alternative Investments, Fixed Income.
Who are Jack Miller's colleagues?
Jack Miller's colleagues are Lindsay Derouen, Monika Pabian, Lexie Moran, Robb Bishop, David Chong, Iva Gregorova, Nick Pokuta.
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Jack Miller
Buffalo Grove, Il1benida.com1 +184788XXXXX
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Jack Miller
United States3gmail.com, hotmail.com, aaa-calif.com3 +140822XXXXX
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1factset.com -
Jack Miller
Investment Banking Co-Op At Piper Sandler | Finance And Corporate Innovation & Venture At NortheasternNew York City Metropolitan Area -
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