Joe Milford, Cfa Email and Phone Number
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Joe Milford, Cfa personal email
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"Learn from yesterday. Live for today. Plan for tomorrow."At V Financial Partners, we specialize in loving people through finance to enhance their lives. We help successful executives, business owners, and their families with their financial planning, insurance, and wealth management goals. Our planning is comprehensive, looking at clients' entire lives and not just one area of investments. We are your one place to lead and organize together -- so you don't have to have an "insurance person," an "investments person," and a "planning person."We plan in confidence and are built to enhance what our clients already have in an open, honest, and enjoyable way. In order to best serve client needs, we partner with dozens of insurers and investment managers to offer the best products and the most innovative solutions on the market.Leveraging a unique blend of U.S. Air Force leadership, Fortune 100 company experience, and Chicago Booth MBA education, I seek to preserve, protect, and enhance both your human and financial capital. As a seasoned financial professional, I am passionate about creating, communicating, and implementing financial solutions that serve your goals and fit your life.To learn more about me and V Financial Partners, please visit www.VFinancialPartners.com.----------------My CA insurance license is 0K75523. I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
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Founder And Wealth AmplifierJam Wealth Partners LlcAvon, Oh, Us
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Partner & Financial AdvisorV Financial Partners May 2021 - PresentV Financial Partners is based in Ohio and serves clients across the nation. We specialize in financial planning, insurance, and wealth management and work with clients in all phases of life. Whether you are just starting out, in the heart of your career, or nearing retirement -- we can help.Our financial planning process is where we discuss, design, and deliver a strategy that makes your life better. Through our strategic alliances with industry leaders, we can offer advanced business, estate, and investment planning solutions.-----V Financial Partners is not owned or operated by New York Life Insurance Company or its affiliates.Neither V Financial Partners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 14516 Detroit Ave.Lakewood, OH 44107(216) 353-5526 -
Financial AdviserEagle Strategies, Llc Aug 2015 - PresentNew York, Ny, UsFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. -
Financial Services ProfessionalNylife Securities Llc Jun 2015 - PresentRegistered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. -
AgentNew York Life Insurance Company Apr 2015 - PresentNew York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. -
Board MemberCfa Society Cleveland Jul 2015 - Jul 2018Cleveland, Ohio, UsCareer Services Chair: July 2015 - July 2018 -
Lead Financial AnalystNorthrop Grumman Corporation Oct 2010 - Apr 2015Falls Church, Va, UsConsulted with corporate office and sector clients, providing financial analysis and forecasts for capital investment decision-making, risk management, and performance evaluation; reported to Corporate Director of Business Management and Controller in Los Angeles, telecommuting from Cleveland, OH• Kicked off and coordinated annual investment process, guiding internal clients from idea origination through business case generation; reviewed investment objectives and risk characteristics with senior management prior to project portfolio construction, implementation, monitoring, and exit• Constructed and maintained DCF capital budgeting model to evaluate payback period, NPV, and IRR of strategic investment proposals; model was adopted as the new standard template for savings analysis• Analyzed financial fundamentals and capital needs of multi-million dollar corporate office relocation and real estate acquisition; created senior management’s performance report to CEO, CFO, and board of directors• Directed cost segregation tax strategy, accelerating depreciation to maximize real estate investment cash flow• Conducted long-range financial planning and analysis to support strategic decision-making and development of annual operating plan -
Senior Financial AnalystNorthrop Grumman Corporation Feb 2008 - Oct 2010Falls Church, Va, UsPromoted to special assignment by Division CFO to optimize cash flow and P&L of legacy business unit, exceeding plan by 200%; reported to Director of Finance, providing daily direction to one junior analyst• Restructured client financial reporting process using interactive models, improving turnaround time by 33%• Negotiated a $2.5 million customer claims settlement, resolving year-long funding impasse and reducing receivables by 90%; mitigation of contract default/termination risk paved way for follow-on business capture• Performed due diligence, NPV analysis, and risk assessment of new market opportunities
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Financial AnalystNorthrop Grumman Corporation Jan 2006 - Feb 2008Falls Church, Va, UsLed 3-person team conducting financial analysis on working capital investments valued at $235 million; reported to Manager of Finance• Developed financial models to assess market demand scenarios, evaluate working capital requirements, and forecast free cash flows; investment projections secured price break on new multi-year procurement deal, increasing product area gross margin by $4.5 million• Designed investment performance dashboard, integrating budget models and macros to improve reporting efficiency by 20%; analytical tool utilized by Sector CFO to monitor working capital investments• Hedged exposure to foreign currency risk via forward contracts, minimizing earnings volatility on long-term international projects
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Logistics Product ManagerNorthrop Grumman Corporation Feb 2005 - Dec 2005Falls Church, Va, UsProvided daily direction and supportability expertise to 11-person team; reported to Director of Product Support• Planned, coordinated, and implemented logistics support actions, resolving issues ahead of schedule while managing cost accounts 25% under budget• Collaborated with cross-functional team to identify and correct system failures, boosting reliability by 275%• Authored monthly newsletter to market product support activities to 700 worldwide customers
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Program Manager (Captain/First Lieutenant)United States Air Force Aug 2002 - Jan 2005Randolph Afb, Tx, UsDirected 100-person integrated product team in daily execution of projects valued at $825 million• Devised and pitched strategy for dirt-landing flight test effort, persuading Boeing executives to support project despite funding constraints; test integration with U.S. Army construction project saved 15% of budget and boosted aircraft performance by 850%• Orchestrated rapid retrofit plan for fuel system redesign project, reducing life cycle costs by $130 million over 25-year period• Awarded Air Force Commendation Medal for supporting Operations Enduring Freedom and Iraqi Freedom during July 2003 deployment to Germany, Spain, and Kuwait; worked 90-100 hours/week to support surge of C-17 flight operations -
Integrated Logistics Support Manager (Second Lieutenant)United States Air Force Jul 2001 - Jul 2002Randolph Afb, Tx, UsDirected logistics support, design interface, and upgrades to $4.8 billion C-17 logistics system; assembled and guided 50-person team in support of C-17 supply chain management activities• Constructed parts availability forecasts to mitigate supply shortages, reducing cycle times by 50%• Organized $10 million software upgrade effort, increasing system reliability by 100%
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Intern, Information Technology – Fedex World Technology CenterFedex Jun 2000 - Aug 2000Memphis, Tn, Us• Implemented a departmental intranet server using Windows NT and Microsoft IIS 4.0• Designed and administered an online skills assessment database to expedite management’s employee evaluation process• Researched FedEx revenue systems, developed illustrated flowcharts, and published online troubleshooting documents
Joe Milford, Cfa Skills
Joe Milford, Cfa Education Details
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University Of Notre DameScience Preprofessional Studies (Pre-Med) -
The University Of Chicago Booth School Of BusinessAnd Accounting
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Wright State UniversityAccountancy
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Christian Brothers High School MemphisValedictorian
Frequently Asked Questions about Joe Milford, Cfa
What company does Joe Milford, Cfa work for?
Joe Milford, Cfa works for Jam Wealth Partners Llc
What is Joe Milford, Cfa's role at the current company?
Joe Milford, Cfa's current role is Founder and Wealth Amplifier.
What is Joe Milford, Cfa's email address?
Joe Milford, Cfa's email address is jm****@****ies.com
What is Joe Milford, Cfa's direct phone number?
Joe Milford, Cfa's direct phone number is (212) 576*****
What schools did Joe Milford, Cfa attend?
Joe Milford, Cfa attended University Of Notre Dame, The University Of Chicago Booth School Of Business, Wright State University, Christian Brothers High School Memphis.
What skills is Joe Milford, Cfa known for?
Joe Milford, Cfa has skills like Management, Analysis, Leadership, Forecasting, Risk Management, Variance Analysis, Budgets, Cross Functional Team Leadership, Strategy, Strategic Planning, Program Management, Project Management.
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