Marty Miller Email and Phone Number
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Marty Miller personal email
Prior to becoming a Partner at Strategy & Resources, LLC in January 2019, Marty Miller was principal of Clear Path Consulting, a firm she founded in 2003 to provide practice management coaching to successful financial advisory firms across the nation. Marty also spent 18 years with Lincoln Financial Advisors, and was a Regional CEO, building their firm in Orange County, California.Marty admires the work that financial advisors do for so many. Her purpose has always been to help each firm realize their potential, increasing confidence and enjoyment for everyone. She is proud to lead the Strategy & Resources Practice Management Core Service division, where she takes a hands-on approach to implementing real and sustainable change for clients, increasing efficiencies, enjoyment and profitability. A columnist for the Executive Roundtable Journal, Marty’s “Advisor Insights” contributions have been well received by an elite list of executive subscribers within the fintech realm, financial planning profession, and financial services industry. Marty graduated from Arizona State University and holds a B.A. in music theory and composition. She lives in Scottsdale, Arizona where she enjoys time with family and friends.
Strategy & Resources Llc
View- Website:
- strategyresources.com
- Employees:
- 6
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PartnerStrategy & Resources Llc Jan 2019 - PresentDayton, Ohio, United StatesStrategy & Resources LLC is a full-service independent consulting firm led by a team of innovative specialists and entrepreneurs, offering deep expertise within the Financial Services industry. We are well positioned to help our clients drive transformational change at a fast, but prudent pace, with limited risk, and maximum results.As a top executive, you are focused on running a great business while ensuring that the executive leadership team is aligned when it comes to generating your collective vision and goals. The C-Suite will always have a lot riding on the strategic decisions made.Core services fall into three distinct but complimentary categories: Strategic Consulting; Practice Management; Premier Support. Managing Partner Matt Lynch and the executive team specialize in working with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include succession planning, M&A strategies and post-merger integration plans, board retreats and benchmarking studies. For more information, visit http://www.StrategyResources.com
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Founder & Practice Management CoachClear Path Consulting Jan 2003 - Dec 2018
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Regional CeoLincoln Financial Advisors 1990 - 2005
Marty Miller Skills
Marty Miller Education Details
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Music Theory And Composition
Frequently Asked Questions about Marty Miller
What company does Marty Miller work for?
Marty Miller works for Strategy & Resources Llc
What is Marty Miller's role at the current company?
Marty Miller's current role is Partner at Strategy & Resources LLC.
What is Marty Miller's email address?
Marty Miller's email address is ma****@****ath.net
What schools did Marty Miller attend?
Marty Miller attended Arizona State University.
What skills is Marty Miller known for?
Marty Miller has skills like Coaching, Consulting, Leadership Development, Executive Coaching, Leadership.
Who are Marty Miller's colleagues?
Marty Miller's colleagues are Joy Romage, Matt Lynch, Dave Miller.
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Marty Miller
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Marty Miller
Managing Director | Ai & Data Leader For Power, Utilities And Renewables At Deloitte Consulting LlpCharlotte, Nc -
4tsmcorporation.com, bronsonprecision.com, roi-1.com, tsmcorp.com -
Marty Miller
Bloomsburg, Pa5accupac.com, metso.com, westpharma.com, metso.com, westpharma.com2 +157027XXXXX
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4gmail.com, bankofamerica.com, bofa.com, wellsfargo.com
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