Stephen Miller Email & Phone Number

Norwalk, Ct

Mission:Provide IT, operational, financial and compliance consulting to various companies in the wealth management, hedge fund, real estate development and medical device fields. Results: Analyzed IT and operational budgets and systems and re-engineered them, saving companies six-figures and increasing operational efficiencies.  Revised and helped implement SEC, FDA and ISO regulatory standards. Improved alternative investment analysis and reporting procedures. Migrated existing inventory management and financial software for a two year old company, completely revising their G/L in the process. Implemented Office 365 and SharePoint along with policies and procedures for CRM and file sharing.  Worked with Founder to revise financial projections for an institutional fund raising campaign with Investment Bankers, Private Equity and Venture Capital firms.  Advised start-up hedge fund managers who had recently left their positions as portfolio managers. Helped two real estate development and management companies streamline their processes and re-wrote their business plans to accurately reflect the ROIs that their properties can generate.

Ridgefield, Ct

Ridgefield, Ct

Stamford, Ct

QUALITY ON TIME!!!Miller Constructors. LLC is a professional firm that prides itself on providing QUALITY ON TIME. We specialize in interior trim installation and supply as well as custom cabinetry fabrication and installation. The three principals have over 50 years of experience in operations, project management and all aspects of carpentry. Miller Constructors is also a general contractor that does complete renovations and remodeling projects, as well as building spec homes. Our detailed planning and execution is what sets us apart from other contractors. Based out of Stamford, CT, we work throughout Fairfield County, Westchester County and New York City. If you would like your project completed with QUALITY and ON TIME, please contact us today for a free quote.

Stamford, Ct

Generate new development deals for a real estate development company that focuses on single and multi-family residential projects in Fairfield County Connecticut. Steve is responsible for property development, capital raising, investor relations, vendor management as well as the day-to-day management of the projects. Steve is also responsible for the day to day financial operations of the Moulding and Millwork division. Steve also oversees the IT and HR functions of the company.

New York, Ny

MISSION: Create an SEC and NFA Registered Investment Adviser for a foreign investment company to manage a Quantitative Hedge Fund. Results:  Created an SEC and NFA Registered Investment Advisor for an Onshore and Offshore Hedge Fund. Developed and managed legal, accounting, compliance and operational infrastructure to provide investment management advice to Cayman Master Feeder fund specializing in algorithmic and quantitative investments. Managed all outsourced firms.  Performed budgeting, P&L management, training and development, and staffing needs. Negotiated and leased office space in Lower Manhattan for a start-up. Worked with designers, engineers, IT and AV contractors to renovate it.  Established all HR policies and hired initial middle and back office teams. Implemented Backstop Solutions as a CRM.

Berwyn, Pa

Mission: Analyze all operating functions of a two-year old SEC Registered Investment Advisor and make the necessary changes and improvements to allow for substantial growth. Results:  Overhauled and upgraded reporting software from Advent Axys to Advent Portfolio Exchange (APX) to drastically reduce reporting errors and distribution time of reports to clients. Integrated APX with Morningstar Office and Zephyr StyleAdvisor.  Worked with portfolio managers to create custom analytic reports in APX. Instituted use of APX’s CRM across the company. Created procedures and trained all employees in proper use of APX. Built relationships with Advent’s Senior Managers to improve their Wealth Management report offering and Alternative Investment reporting in APX.  Successfully managed reporting process for 50+ clients across more than 15 custodians and 10 asset classes. Oversaw client on-boarding process and client offering document subscriptions and redemptions for private investments. Headed IT outsourcing management to ensure SEC compliance. Interfaced with Chief Compliance Officer to optimize ADVs.  Saved $150K annually by collaborating with IT vendors to optimize software infrastructure. Reduced general overhead costs by $75K annually by analyzing HR infrastructure to overhaul payroll and benefit programs. Developed and managed legal, accounting, and operational infrastructure to create a hedge fund of funds that Zeke manages. Prepared all budgets and general ledger reporting for firm and hedge fund of funds that Zeke manages.

Radnor, Pa

Mission:Learn and improve all operational activities. Results:  Developed policies and procedures for due diligence before investing in long only, hedge fund and private investments. Ensured that all alternative investments had proper valuations with changing FASB requirements. Oversaw offering document subscriptions and redemptions for private investments. Instituted more efficient K-1 and client financial statement tracking system.  Successfully learned and then improved and managed investor reporting process for 125+ clients across more than 20 custodians and 10 asset classes including hedge funds, venture capital, private equity, private income, real estate, fixed income, swaps, derivatives, OTCs and foreign and domestic equities.  Enhanced analysis capabilities and provided timely reporting to high net-worth clients by implementing and integrating Advent Axys with Zephyr StyleAdvisor, ByAllAccounts, and custom reports. Directed core IT activities, internal investment processes, training programs, and reporting. Substantially reduced costs and improved operational efficiency by restructuring operations and IT infrastructure. Headed operational site migration and managed the integration of software upgrades into existing systems.

Drexel Hill, Pa

Consulted on the acquisition, financing, underwriting and day-to-day management of a real estate management company in suburban Philadelphia for an ex-banking client. Windward managed 20 commercial office, self storage, apartment buildings, single and multi-family homes in Southeastern PA, New Jersey and Delaware. - was responsible for making sure that the properties met all banking guidelines. - was responsible for implementing property audits and financial reviews to accurately predict cash flows. - was responsible for keeping track of all repair budgets and making sure that all repairs were bid properly. - capitalized on having 20+ laborers at Gammit Systems to help with necessary repairs and maintenance. - was responsible for investor reporting on the properties.

Pennsauken, Nj

Mission: Hired by a banking client of mine to turn-around an office furniture business. Goal was to learn the business and its key drivers, increase sales and decide if it was a viable venture going forward. Results:  Developed long-term strategies to refocus organization on revenue growth to reverse declining sales.  Headed evaluation of pricing, sales cycle, and distribution processes to pinpoint opportunities for refinement.  Increased sales and maximized profitability by developing effective sales and marketing strategies to capitalize on untapped consumer and commercial segments. Enhanced operational efficiency by evaluating business model to pinpoint gaps in performance and implement systemic solutions to drive revenue gains. Purchased a sub-contractor to reduce marginal costs. Performed budgeting, P&L management, core HR activities, training and development, and staffing. Determined that long-term ROI prospects were poor, so sold company to large competitor.

Downingtown, Pa

Mission: First management trainee hired at the local community bank. Was trained in all departments before President of the bank determined that I would add the most value in the Commercial Lending department. Promoted to Vice President within three years. Results:  Originated more commercial and construction loans and fee income than any Loan Officer during tenure. Averaged $28MM in loans and $200K in fee income the last two years (versus an average production of $7MM and $45K).  Managed processing, underwriting, and review of commercial and industrial and builder construction loans. Collaborated with internal and borrower’s attorneys to resolve loan disputes.  Mapped out underwriting processes to eliminate inefficient activities. Presented analysis to TQM Steering Committee to inform strategy development and subsequently elected as Chairman of the TQM Steering Committee.  Led development of inaugural website to increase consumer engagement. Developed builder cash flow excel models for subdivision construction to increase analysis of the riskiest loans. Worked with multiple realtors, builders and real estate management companies to help them finance the growth of their businesses.

Exec. Mba, Finance

- focused on value creation, strategic planning and systemic thinking

M.S., Education

- based on Deweyan philosophy of Experience in Education

B.S., Mathematics

- focused on logical and analytical thinking and problem solving