Passionate about financial services and dedicated to making a positive impact, I am currently pursuing my studies in the financial services field at San Diego State University. My journey in financial services stems from my genuine desire to help people achieve their financial goals and enhance their overall well-being.I firmly believe that financial stability is a fundamental pillar for individuals, families, and communities to thrive. Through my academic pursuits at San Diego State, I am equipping myself with a comprehensive understanding of financial principles, investment strategies, and risk management techniques. This knowledge empowers me to provide valuable guidance and support to individuals and organizations seeking to navigate the complex world of finance.While pursuing my studies at San Diego State, I have held multiple leadership roles and positions. This includes opening up a thriving online personal training company, leading my fraternity as their Vice President and Philanthropy Chair, and helping as a member of the Financial Planning Club as well as the community service clubs Mending Minds, Noah Hytken Memorial Fund, and Make-A-Wish.
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Wealth Management InternTidemark Financial Partners Apr 2024 - Aug 2024San Diego, California, United StatesTidemark Financial Partners is an independent wealth management firm that specializes in providing financial planning assistance to biotechnology, technology and engineering executives.-Found and contacted thousands of prospective clients, ensuring optimal partnerships. -Enhanced client satisfaction by up to 28% by utilizing new equipment. -Increased company’s cold-calling productivity up to 40% by utilizing resources.-Instituted Artificial Intelligence softwares to decrease onboarding time by up to 36%.-Analyzed case studies of financial strategies for high-net-worth individuals.-Sought out beneficial referral-based relationships with diverse finance professionals. -
Wealth Management InternPlayfair Planning Jan 2024 - Mar 2024-Placed market trades on behalf of clients in the form of equities and mutual funds.-Created client presentations, summarizing investment performance and market trends.-Demonstrated Advanced Excel skills to analyze and process financial data.-Conducted research on various financial products and investment opportunities. -
Certified Personal TrainerShape Shifters Dec 2020 - Nov 2023Los Angeles, California, United StatesStarted and run my own online fitness training site. All of my clients receive daily information, weekly plans, and are supported fully through their fitness transformations.
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Fine-Dining Restaurant ServerRose'S Garden Bar Mar 2023 - Aug 2023Calabasas, California, United StatesUsed customer relation and leadership skills to enhance customer experience as a server and host in a fast-paced, fine-dining establishment.
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Certified Personal TrainerHardcore Fitness Llc Dec 2022 - May 2023San Diego, California, United States -
FounderVice Retail Dec 2019 - May 2023Los Angeles County, California, United StatesStarted, managed and marketed retail arbitrage (reselling) company alone Generated over $7,500 in first 3 months of operations Employed skills in Microsoft Excel to monitor salesMaintained “Top Seller” title with 100% Positive Feedback
Matt Miles Education Details
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Financial Planning And Services -
High School Diploma
Frequently Asked Questions about Matt Miles
What is Matt Miles's role at the current company?
Matt Miles's current role is Experienced Financial Services Student @ San Diego State University | JPMorgan Chase Private Banking 2025.
What schools did Matt Miles attend?
Matt Miles attended San Diego State University, Agoura High School.
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