Jennifer Miller

Jennifer Miller Email and Phone Number

Client Manager at Envestnet (FolioDynamix), AVP @ FolioDynamix
secaucus, new jersey, united states
Jennifer Miller's Location
Columbus, Ohio Metropolitan Area, United States
Jennifer Miller's Contact Details

Jennifer Miller personal email

n/a
About Jennifer Miller

Client Account Manager with institutional trust and custody experience in investments, administration, project management, and development of key client relationships. Strong analytical and interpersonal skills used to drive product and process improvements across the organization.Accustomed to working in a fast-paced, deadline driven environment and orchestrating solutions to complex issues. Competencies and areas of expertise:Global Custody | Transition Management | Securities Lending | Asset ManagementCompliance Reporting | Performance Measurement & Analytics | Financial Analysis | Benefit Payments

Jennifer Miller's Current Company Details
FolioDynamix

Foliodynamix

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Client Manager at Envestnet (FolioDynamix), AVP
secaucus, new jersey, united states
Website:
foliodynamix.com
Employees:
57
Jennifer Miller Work Experience Details
  • Foliodynamix
    Client Experience Service Manager, Avp
    Foliodynamix Mar 2016 - Present
    Columbus, Ohio Area
    Service and support web-based wealth management software solutions for Asset Managers, RIA's, Broker Dealers, Custodians, and Portfolio Manager.Responsible for facilitating the relationship between the client and technology teams by supporting the delivery of technology, platform migrations, UAT testing, and defect resolution.
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  • Jpmorgan Chase & Co.
    Client Service Account Manager, Avp
    Jpmorgan Chase & Co. Sep 2006 - Sep 2015
    Columbus, Ohio Area
    Strategically manage all aspects of product and service delivery to assigned segment of institutional clients. Responsible for developing a thorough understanding of all the unique servicing needs of our clients and championing those interests within the context of the larger firm.
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  • Bank One
    Senior Administrator
    Bank One 1999 - 2006
    Columbus, Ohio Area
    Responsible for managing large complex insurance account relationships.Managed all administrative aspects of institutional clients’ investment portfolios.
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  • Bank One
    Account Administrator
    Bank One 1998 - 1999
    Responsible for managing account relationships for assigned public funds and municipalities.
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  • Suntrust Bank
    Investment Representative
    Suntrust Bank 1996 - 1997
    Provided support for Portfolio Managers and Trust Investment Division Manager.Reconciled and monitored trades.Produced performance reports.Coordinated and prepared accounts for Regulation 9 reviews.
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Jennifer Miller Skills

Banking Financial Services Fixed Income Securities Customer Service Equities Asset Management Insurance Risk Management Mutual Funds Management Relationship Management Financial Analysis Trading Account Reconciliation Financial Risk Back Office Credit Operations Management Investment Banking Process Improvement Bloomberg Capital Markets Hedge Funds Wealth Management Corporate Actions Cash Management Derivatives Middle Office Portfolio Management Microsoft Office Business Relationship Management Investments Global Custody

Jennifer Miller Education Details

Frequently Asked Questions about Jennifer Miller

What company does Jennifer Miller work for?

Jennifer Miller works for Foliodynamix

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

Jennifer Miller's current role is Client Manager at Envestnet (FolioDynamix), AVP.

What is Jennifer Miller's email address?

Jennifer Miller's email address is je****@****gan.com

What schools did Jennifer Miller attend?

Jennifer Miller attended Northern Illinois University.

What skills is Jennifer Miller known for?

Jennifer Miller has skills like Banking, Financial Services, Fixed Income, Securities, Customer Service, Equities, Asset Management, Insurance, Risk Management, Mutual Funds, Management, Relationship Management.

Who are Jennifer Miller's colleagues?

Jennifer Miller's colleagues are John Parsons, Amanda Babcock, Kim Nunes, Jonelle Stenson, Jordan Vogler, Suzy Rutherford, Joe'll Lindquist.

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