Mark Miller Email & Phone Number

I am a Financial Services professional with over 10 years’ experience in product and project management within the retirement portfolio space. I have a proven track record of developing internal processes, managing deadlines and implementing strategies supporting client objectives and corporate goals. • Financial Services: Extensive expertise in the financial services industry with a focus on retirement planning and account management.• Product and Project Management: Proven ability to drive product and project initiatives, optimizing processes and supporting client goals.• Relationship Building: Adept at building and fostering strong relationships with clients, stakeholders, and vendors.• Compliance and Internal Audit: In-depth knowledge and experience ensuring compliance with internal policies, procedures, and regulatory requirements.• Vendor Relations: Skilled in managing relationships with key vendors, including acting as the primary point of contact for industry-leading organizations such as Morningstar.• Training and Coaching: Strong background in designing and implementing training programs, both for internal teams and external clients.• Risk Management: Comprehensive understanding of risk management principles within the financial services sector.• Jira and Agile: Proficient in Jira/Confluence, I use these tools to track initiatives, epics, and releases, providing leadership with key progress updates aligned with Agile methodologies.In each role, from Senior Project Specialist to Product Manager, I have consistently demonstrated adaptability to changing environments, a commitment to process improvement, and an ability to drive successful outcomes and client satisfaction. I am excited about new challenges, fostering relationships, and contributing to the growth and success of dynamic teams. Let's connect and explore how my experience can bring value to your organization.

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  University Of Akron