Matt Miles

Matt Miles Email and Phone Number

Experienced Financial Services Student @ San Diego State University | JPMorgan Chase Private Banking 2025
Matt Miles's Location
Agoura Hills, California, United States, United States
About Matt Miles

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.

Matt Miles's Current Company Details

Experienced Financial Services Student @ San Diego State University | JPMorgan Chase Private Banking 2025
Matt Miles Work Experience Details
  • Tidemark Financial Partners
    Wealth Management Intern
    Tidemark Financial Partners Apr 2024 - Aug 2024
    San Diego, California, United States
    Tidemark 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.
  • Playfair Planning
    Wealth Management Intern
    Playfair 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.
  • Shape Shifters
    Certified Personal Trainer
    Shape Shifters Dec 2020 - Nov 2023
    Los Angeles, California, United States
    Started 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.
  • Rose'S Garden Bar
    Fine-Dining Restaurant Server
    Rose'S Garden Bar Mar 2023 - Aug 2023
    Calabasas, California, United States
    Used customer relation and leadership skills to enhance customer experience as a server and host in a fast-paced, fine-dining establishment.
  • Hardcore Fitness Llc
    Certified Personal Trainer
    Hardcore Fitness Llc Dec 2022 - May 2023
    San Diego, California, United States
  • Vice Retail
    Founder
    Vice Retail Dec 2019 - May 2023
    Los Angeles County, California, United States
    Started, 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

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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