Kathy Miles

Kathy Miles Email and Phone Number

Investment Coordinator at Summit Financial @ Summit Financial
parsippany, new jersey, united states
Kathy Miles's Location
Parsippany, New Jersey, United States, United States
Kathy Miles's Contact Details

Kathy Miles personal email

About Kathy Miles

Kathy Miles is a Investment Coordinator at Summit Financial at Summit Financial. She possess expertise in customer service, strategic planning, insurance, employee benefits, bonds and 36 more skills.

Kathy Miles's Current Company Details
Summit Financial

Summit Financial

View
Investment Coordinator at Summit Financial
parsippany, new jersey, united states
Website:
summitfinancial.com
Employees:
148
Kathy Miles Work Experience Details
  • Summit Financial
    Investment Coordinator
    Summit Financial Aug 2015 - Present
    Parsippany Nj
    View
  • Crane Wealth Management
    Client Services Manager
    Crane Wealth Management May 2012 - Aug 2015
    Greater New York City Area
  • St. Alban'S Episcopal Church
    Treasurer
    St. Alban'S Episcopal Church Apr 2010 - Jun 2012
  • Northwestern Mutual Financial Network
    Associate Agent
    Northwestern Mutual Financial Network Jan 2005 - Dec 2009
    View
  • Deustche Bank
    Officer
    Deustche Bank 1993 - 2002
    Pension and Investment Management Strategies
  • Hsbc
    Officer
    Hsbc 1986 - 1993
    Municipal Bond Operations. (Formally Marine Midland Bank).
    View
  • T & W
    .
    T & W May 1983 - Sep 1983

Kathy Miles Skills

Customer Service Strategic Planning Insurance Employee Benefits Bonds Investment Management Leadership Risk Management Property And Casualty Insurance Fixed Income Life Insurance Budgets Finance Sales Portfolio Management Financial Analysis Process Improvement Investments Health Insurance Marketing Accounts Receivable Microsoft Office Negotiation Powerpoint General Insurance Microsoft Excel Securities Credit Analysis Account Management Series 7 Commercial Insurance Workers Compensation Accounting Event Planning Casualty Cash Flow Team Leadership Recruiting Brokers Asset Management Liability

Kathy Miles Education Details

Frequently Asked Questions about Kathy Miles

What company does Kathy Miles work for?

Kathy Miles works for Summit Financial

What is Kathy Miles's role at the current company?

Kathy Miles's current role is Investment Coordinator at Summit Financial.

What is Kathy Miles's email address?

Kathy Miles's email address is kb****@****aol.com

What schools did Kathy Miles attend?

Kathy Miles attended Gettysburg College, Ridgewood High School.

What skills is Kathy Miles known for?

Kathy Miles has skills like Customer Service, Strategic Planning, Insurance, Employee Benefits, Bonds, Investment Management, Leadership, Risk Management, Property And Casualty Insurance, Fixed Income, Life Insurance, Budgets.

Who are Kathy Miles's colleagues?

Kathy Miles's colleagues are Michael Striffler, Robert Lippens, Maria Roman, Gregory Jandoli, Cfp®, Christine Tuzzolino, Ronald Praught, Bobbi Jollo.

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