Marshall Miller

Marshall Miller Email and Phone Number

Private Wealth Management @ UBS
Marshall Miller's Location
Houston, Texas, United States, United States
Marshall Miller's Contact Details

Marshall Miller work email

Marshall Miller personal email

n/a
About Marshall Miller

Marshall Miller is a Private Wealth Management at UBS.

Marshall Miller's Current Company Details
UBS

Ubs

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Private Wealth Management
Marshall Miller Work Experience Details
  • Ubs
    Wealth Strategy Associate
    Ubs Sep 2023 - Present
    Zurich, Ch
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  • Ubs
    Client Sevice Associate
    Ubs Aug 2021 - Aug 2023
    Zurich, Ch
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  • Allstate Companies: Aaa Financial Group
    Client Services
    Allstate Companies: Aaa Financial Group Feb 2019 - Mar 2020
    • Managed Receivables Portfolio of a medium sized factoring firm doing approximately $750,000 a month in turnover • Established and maintained relationships with 20 clients, responding to daily needs• Learned how to process payments and funding on various databases such as Sage Daceasy and Data Ease, a custom-design software for tracking Accounts Receivables• Utilized Dun & Bradstreet’s risk management tools, Paydex, any public filings and volume of tradelines to assess credit worthiness • Led in creating a website, http://houstonfactor.com/
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  • Fest Trucking
    Logistics Broker
    Fest Trucking May 2018 - Aug 2018
    • Evaluated and organized trucking loads for a fleet of 30 company and owner operating drivers• Increased average profit per load by approximately 20%• Navigated DAT Freight and Analytics, a software program to negotiate and ensure freight opportunities • Discovered revenue optimization skills by working with drivers on dynamic pricing models• Developed a strong relationship with a major National Carrier, Coyote Logistics
  • Trammell Crow Residential
    Project Development
    Trammell Crow Residential Dec 2017 - Jan 2018
    Dallas, Tx, Us
    • Interfaced with three separate divisions of a National Multifamily residential development firm• Development: Met weekly with senior management to discuss goals and projects; reviewed multiple finance options for new business; canvassed international investors • Construction: Participated and actively inspected a 250-unit multifamily project while witnessing roles of construction managers• Lease Management: Reviewed multiple lease agreements, and learned the optimal approach to securing a lease
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  • Jlm Commercial Advisors, Inc.
    Industrial Warehouse Marketing Intern
    Jlm Commercial Advisors, Inc. Jul 2017 - Aug 2017
    Houston, Tx, Us
    • Built a relationship with the Vice-President of a full service commercial real estate company specializing in industrial warehouse space• Trained to identify and contact potential tenants through cold calls and direct contact• Organized property tours with potential clients discovering sales and marketing strategies
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Marshall Miller Education Details

  • Texas Christian University
    Texas Christian University
    Communication Studies
  • Southern Methodist University
    Southern Methodist University
    General

Frequently Asked Questions about Marshall Miller

What company does Marshall Miller work for?

Marshall Miller works for Ubs

What is Marshall Miller's role at the current company?

Marshall Miller's current role is Private Wealth Management.

What is Marshall Miller's email address?

Marshall Miller's email address is ma****@****ubs.com

What schools did Marshall Miller attend?

Marshall Miller attended Texas Christian University, Southern Methodist University.

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