Moriah Miller

Moriah Miller Email and Phone Number

Portfolio Optimization Associate @ Empower
Cleveland, OH, US
Moriah Miller's Location
Cleveland, Ohio, United States, United States
Moriah Miller's Contact Details

Moriah Miller personal email

About Moriah Miller

My career is about as non-linear as it gets. The benefit? Diversity, originality and uniqueness. A few highlights of the eclectic experiences I bring to the business world include: • Working full-time while completing my investment/insurance licenses and finishing my last college semester Summa Cum Laude.• Freelance consulting for the Geek Culture Explained YouTube channel; using my business acumen and love of geek culture media to help grow the channel's subscriber base to 150,000+.• Studying abroad in Brazil to create an international entry strategy with my classmates for FinTech company, Ebanx.• Becoming a Twitch Affiliate where I developed expertise with channel analytics, prepared themed culinary dishes, and played through my video game library for 1400+ followers. Not only have I gained a valuable wealth of knowledge in various industries from financial services to digital media but the transferrable skills I've developed have been essential to achieving various strategic goals building effective business relationships. Overtime, I found that I excel and am most fulfilled when I work collaboratively, utilize my analytical skills, and make a measurable and meaningful impact.While my path was not straightforward, I wouldn’t have it any other way.

Moriah Miller's Current Company Details
Empower

Empower

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Portfolio Optimization Associate
Cleveland, OH, US
Moriah Miller Work Experience Details
  • Empower
    Portfolio Optimization Associate
    Empower
    Cleveland, Oh, Us
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  • Empower
    Portfolio Optimization Associate
    Empower Feb 2023 - Present
    - Responsible for all front-end client portfolio preparation including legacy positions review and custom buildout strategy creation. - Support Sales and Service Advisors by researching tax efficient strategies and aligning client portfolios with their model target.- Assist with auditing and quality control measures by accommodating custom personalizations and ensuring each portfolio is properly implemented.
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  • Personal Capital
    Portfolio Optimization Associate
    Personal Capital Jan 2023 - Feb 2023
    - Responsible for all front-end client portfolio preparation including legacy positions review and custom buildout strategy creation. - Support Sales and Service Advisors by researching tax efficient strategies and aligning client portfolios with their model target.- Assist with auditing and quality control measures by accommodating custom personalizations and ensuring each portfolio is properly implemented.
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  • Geek Culture Explained
    Digital Media Consultant | Youtube
    Geek Culture Explained Nov 2020 - Jan 2023
    - Evaluate the business’ competitive position to pursue new market opportunities through SWOT & Market analysis.- Draft and present organization re-design for the business, leading to better decision making and greater efficiency across internal teams.- Collaborate with the owner to craft business goals and implement optimization strategies both on and off YouTube; growing the subscriber base to 150,000+. - Stay abreast of new developments in the VideoGame, Anime, and MCU/DCU niches for possible video and social media topics.
  • Mg Stover & Co.
    Client Relationship Associate
    Mg Stover & Co. Apr 2022 - Nov 2022
    Cleveland, Ohio, United States
    - Coordinated comprehensive institutional client presentations with internal teams to offer expert, individualized fund administration service, driving sales and boosting brand loyalty.-Ensured a seamless client experience by facilitating numerous onboarding requirements of alternative investment and digital asset funds into CRM systems, including fund document review and AML/KYC.- Monitored and assessed investment strategy, organizational changes, and deliverables schedule with General Partners and Senior Managers. - Developed spreadsheet models for business processes utilizing data validation/clean-up and process management for accurate analysis of client relationship status.
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  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual May 2021 - Mar 2022
    Fort Collins, Colorado, United States
    - Managed over $10 million in AUM with Senior Advisors by educating individuals and businesses on wealth management strategies that resulted in optimal insurance and investment solutions.- Regularly utilized Y-charts and PX planning software to conduct investment research/analysis of existing and proposed portfolios for detailed client reports.- Upheld operational efficiency and build client trust through careful execution of account opening, asset movement, and mutual fund/ETF trading. - Provided marketing support by optimizing advisor content calendars across social media profiles and maintaining professional websites.
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  • Twitch
    Affiliate Content Creator
    Twitch Aug 2019 - Oct 2021
    - Created and broadcasted original cooking and video-game related content for 1300+ followers.- Achieved Affiliate goals by reviewing channel analytics and using insights to improve channel performance.- Monitored social media presence of the channel's brand to increase follower engagement and strengthen relationships.- Developed expertise with video and audio capture equipment, including OBS web broadcasting software, to optimize stream quality.
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  • Equitable Advisors
    Financial Services Professional
    Equitable Advisors Jan 2021 - Apr 2021
    Denver, Colorado, United States
    - Performed financial needs analysis of clients in the education and government sectors; conducting research of investment and insurance service that best suited their goals.- Utilized past/present experiences to develop and grow my client base.
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  • Nordstrom
    Seasonal Service Experience Representative
    Nordstrom Nov 2020 - Jan 2021
    Columbus, Ohio Metropolitan Area
    - Assisted patrons with a variety of transactions through a consistent and friendly experience.- Demonstrated expertise in all technologies used in the store environment.- Defused customer situations and provided resolution in a timely and effective manner.
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  • Adp
    Service Representative
    Adp Apr 2019 - Jun 2019
    Fort Collins, Colorado, United States
    - Offered timely HR support by researching, troubleshooting, and resolving system setup/product functionality issues that accelerated client hiring processes and improved the quality of new hires. - Applied root-cause analysis and liaised with other HR teams to uncover additional small-business needs and cross-sell effective product solutions that deepened client relationships.- Guaranteed thorough and actionable background check reports by adhering to data privacy/security measures and partnering with compliance team to stay up to date on governmental regulations.- Created accurate and reliable case activity updates to maintain consistent CRM databases for stakeholders.
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  • Citizens Bank
    Licensed Relationship Banker
    Citizens Bank May 2018 - Jan 2019
    Cleveland/Akron, Ohio Area
    - Mastered assessments for industry licensing requirements within required deadlines and built upon investment and insurance knowledge via continuous learning.- Led retail clients to the achievement of short to long-term financial goals by collaborating with Small Business, Mortgage, and Operations teams to develop and execute holistic financial wellness plans.- Leveraged problem-solving, strong interpersonal skills and solid product knowledge to resolve personal finance and small business-related issues.- Effectively managed a book of business through prospecting and building a client referral pipeline via identification and development of internal and external centers of influence.
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  • Kent State University
    Student Document Controller
    Kent State University Aug 2016 - May 2018
    Kent, Ohio
    - Digitized, processed, and audited over 50 student documents per day pertaining to financial aid and academic records.- Performed precise data entry and ensured compliance of all confidential student information. - Delivered and maintained accurate records of mail, packages, and messages for various departments throughout the Office of Student Financial Aid.
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  • Aldi
    District Manager Intern
    Aldi May 2017 - Jul 2017
    Cleveland/Akron, Ohio Area
    - Performed and analyzed district wide survey and presented research to executives on current management structure revisions and employee morale.- Improved stock efficiency to create excellent store conditions through data analytics, inventories, audits, and customer walks. - Actively participated in hiring events, interviews and orientations. - Learned valuable leadership methods and the importance of proper training and development of staff.
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  • United Technologies
    Program Support Intern
    United Technologies May 2016 - Aug 2016
    Cleveland/Akron, Ohio Area
    - Achieved sales and financial commitments for the third quarter of 2016.- Compiled RFQs and completed purchase orders for foreign government programs.- Helped the project management team with process mapping and scheduling repair orders.- Constructed in-depth reports and analyses of current and past sales orders for the aftermarket division.- Learned techniques for supervising internal teams and addressed customer demands/concerns.
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  • United Technologies
    Program Support Intern
    United Technologies May 2015 - Aug 2015
    Cleveland/Akron, Ohio Area
    - Gained familiarity with business and government contracts.- Received and processed quotations & proposals from customers. - Created and tracked the status of purchase orders to ensure timely delivery and customer satisfaction.- Achieved sales and financial commitments for the third quarter of 2015.
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Moriah Miller Skills

Microsoft Office Customer Service Microsoft Excel Management Microsoft Word Powerpoint Public Speaking Research Leadership Sap Erp Jmp Business Analysis Investments Sales Strategic Planning Financial Analysis Financial Services Competitive Analysis Marketing Customer Relationship Management Cold Calling Time Management Team Leadership Teamwork Lead Generation Interpersonal Skills Client Services Sales Prospecting Financial Goals Case Studies Written Communication

Moriah Miller Education Details

Frequently Asked Questions about Moriah Miller

What company does Moriah Miller work for?

Moriah Miller works for Empower

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

Moriah Miller's current role is Portfolio Optimization Associate.

What is Moriah Miller's email address?

Moriah Miller's email address is mo****@****tal.com

What schools did Moriah Miller attend?

Moriah Miller attended Kent State University, Kent State University.

What are some of Moriah Miller's interests?

Moriah Miller has interest in Wrestling, Videogames, Investing, Management Strategies, Economics, Racing.

What skills is Moriah Miller known for?

Moriah Miller has skills like Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Public Speaking, Research, Leadership, Sap Erp, Jmp, Business Analysis.

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