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Nancy Miller Email & Phone Number

Portfolio Manager-Investments
Location: Austin, Texas, United States 4 work roles 1 school
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Role
Portfolio Manager-Investments
Location
Austin, Texas, United States

Who is Nancy Miller? Overview

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Nancy Miller is listed as Portfolio Manager-Investments based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Nancy Miller.

Nancy Miller previously worked as Portfolio Manager- Investments at National Western Life and Vice President, Marketing at Patterson & Associates. Nancy Miller holds Bachelor Of Arts (Ba), Political Science And Government from Southern Methodist University.

Profile bio

About Nancy Miller

Highly effective Portfolio Manager with extensive institutional investment/capital markets experience. Adept at planning, organizing and prioritizing work assignments to manage a high-volume workload in a fast-paced, collaborative, and constantly changing environment. Interpersonally strong, with excellent communication and rapport building skills. Professional strengths include analyzing, trading, and portfolio management of investment grade public and private credit, taxable municipals, mortgage-backed and asset-backed securities. Experience with derivatives trading, asset modeling, cash management, and reinsurance compliance.

4 roles · 36 years

Nancy Miller work experience

A career timeline built from the work history available for this profile.

Portfolio Manager- Investments

Integral part of team managing and trading Fixed Income Portfolio of this formerly NASDAQ listed company, growing assets from $3 billion in 1999 to over $14 billion. Expertise in public and private corporate bonds, taxable municipals, high yield, mortgage-backed and asset-backed securities. Provided investment purchase recommendations and input on.

Sep 1999 - Jul 2024

Vice President, Marketing

Patterson & Associates

Austin, Texas Area

Initiated prospective client contacts as well as maintained good client relations through knowledge of the markets and active interaction with governmental and corporate entities. Obtained Series 65 license, Registered Investment Advisor. Worked with clients on portfolio structuring/analysis and treasury operations.

1998 - 1999 ~1 yr

Associate

Dallas/Fort Worth Area

Institutional Fixed Income Sales: generalist responsible for the development of a client base that included pension funds, insurance companies, banks and money managers. Earned Series 7 and 63 licenses, Registered Representative.

1997 - 1998 ~1 yr

Investment Officer

Austin, Texas Metropolitan Area

Progressed through a series of increasingly responsible positions in the Fixed Income area of the $15 billion Fund from Securities Trader to Investment Officer. Part of selection team for outside managers for the Fund. Gained an excellent understanding of Capital Markets.

1990 - 1997 ~7 yrs
1 education record

Nancy Miller education

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What is Nancy Miller's role at their current company?

Nancy Miller is listed as Portfolio Manager-Investments.

Where is Nancy Miller based?

Nancy Miller is based in Austin, Texas, United States.

What companies has Nancy Miller worked for?

Nancy Miller has worked for National Western Life, Patterson & Associates, Abn Amro Bank N.V., and Employees Retirement System Of Texas.

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What schools did Nancy Miller attend?

Nancy Miller holds Bachelor Of Arts (Ba), Political Science And Government from Southern Methodist University.

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