Moriah Miller Email & Phone Number

Cleveland, Oh, Us

- 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.

- 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.

- 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.

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.

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.

- 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.

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.

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.

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.

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.

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.

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.

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.

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.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General, 3.9

Activities and Societies: Oscar Ritchie Scholar President's List Recipient Summa Cum Laude Graduate

Associate'S Degree, Selling Skills And Sales Operations, 3.9