AeroLeads people directory · profile

Todd Miron, Cfa Email & Phone Number

Location: Minneapolis, Minnesota, United States 11 work roles 2 schools
1 work email found @umn.edu LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@umn.edu
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Munkeby Kramer
Location
Minneapolis, Minnesota, United States
Company size

Who is Todd Miron, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Todd Miron, Cfa is listed as Munkeby Kramer at United Planners Financial Services, a company with 174 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at umn.edu and a matched LinkedIn profile for Todd Miron, Cfa.

Todd Miron, Cfa previously worked as Registered Representative at United Planners Financial Services and Financial Planning | Portfolio Management | Research | Trading at Munkeby Kramer. Todd Miron, Cfa holds Master Of Business Administration, Finance/Accounting from University Of Minnesota - Carlson School Of Management.

Company email context

Email format at United Planners Financial Services

This section adds company-level context without repeating Todd Miron, Cfa's masked contact details.

*@umn.edu
68% confidence

AeroLeads found 1 current-domain work email signal for Todd Miron, Cfa. Compare company email patterns before reaching out.

Profile bio

About Todd Miron, Cfa

Todd Miron, Cfa is a Munkeby Kramer at United Planners Financial Services. He possess expertise in finance, financial analysis, investments, credit, financial modeling and 13 more skills.

Listed skills include Finance, Financial Analysis, Investments, Credit, and 14 others.

Current workplace

Todd Miron, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

United Planners Financial Services
United Planners Financial Services
Munkeby Kramer
scottsdale, arizona, united states
Employees
174
AeroLeads page
11 roles · 25 years

Todd Miron, Cfa work experience

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

Registered Representative

Current

Securities and advisory services offered through United Planners Financial Services, Member: FINRA, SIPC. Munkeby Kramer and United Planners are not affiliated.

Jan 2022 - Present

Financial Planning | Portfolio Management | Research | Trading

Current

Hopkins, Minnesota, United States

Securities and advisory services offered through United Planners Financial Services, Member: FINRA, SIPC. Munkeby Kramer and United Planners are not affiliated.

Aug 2021 - Present

Advisor

Eagan

  • Strategy and FP&A support for MGS’s three programs focused on the grid of the future: Distributed Energy Resources, Wind & Solar and Resource Availability & Need
  • Project manager and content developer for quarterly Strategic Insights report to executives, a service line wide collaboration detailing key changes in the industry
  • Using stakeholder Integrated Resource Plans, investor communications, and potential state policy changes, developed a widely used future MISO generation mix estimate (inaugural MISO Forward Report contribution) showing.
  • Prepare senior leadership and BOD level materials for internal strategy discussions and external audiences
  • FP&A lead for MGS, a new service line with a $5M budget in 2018 growing to $16M in 2020 through new headcount, wider scope and expanded internal teams
  • Annual budget and five-year plan development owner
Apr 2018 - Jul 2021

Financial Planning & Analysis - Starches & Sweeteners

  • FP&A Leadership member for a global group with $8B+ revenue and $1B+ EBITDA operating in North and South America, Europe and Middle East.
  • Implemented a monthly performance review process to communicate business results and forecasts to leadership, standardizing a common set of KPI’s and definitions for profitability, price/product mix, fixed and variable.
  • Developed competitor intelligence and benchmarking for senior leadership monitoring profitability trends, SG&A, working capital, CAPEX, R&D and M&A activity
  • Finance tag for the global SST R&D function; developed the FY18 $100M+ budget as the function moved from a regional to global management approach
  • SST group working capital lead; developed a balance sheet forecasting model to improve visibility and accountability of working capital
  • Project manager on the potential acquisition of a technology based ingredient company
Apr 2016 - Feb 2018

Associate - Strategy & Business Development

  • Recruited to SBD for a short-term assignment in November 2014 and subsequently transitioned to the full-time rotational program.
  • Participated in the $4B+ acquisition pursuit of Nutreco, a global leader in animal and fish feed. Led a review of Cargill’s credit profile including a formal Rating Assessment Service (RAS) ruling from Moody’s and S&P
  • Recruited to SBD for the project to exit Cargill’s interests in asset management; resulted in the dissolution of Black River Asset Management (fund wind-downs and management buy-outs) and the attempted divestiture of.
  • Reviewed valuation and legal considerations of a Cargill joint venture following leadership changes at the partner company
  • Led due diligence and valuation for two potential acquisitions in the protein industry; no bid decision for one target and walked away from negotiations on value with the other target
Dec 2014 - Apr 2016

Treasury Advisor

Greater Minneapolis-St. Paul Area

  • Broad project finance, capital markets and structured finance experience with proven value creation.
  • Managed Cargill’s (and joint ventures) $700 Million industrial revenue bond portfolio. Evaluated new opportunities across BU’s for issuance and existing issues for refunding or payoffs. Worked with various legal.
  • Facilitated Cargill’s quarterly stock valuation process with Duff & Phelps (valuation firm) and State Street (trustee). Prepared commentary on Cargill’s financial performance and coordinated/prepared information on.
  • Led Cargill’s $60 Million plant equipment leasing program. Assisted BU's on the lease vs. buy decision and coordinated financing saving the organization +$4 million
  • Led and executed RFP’s for large ticket leasing (railcars, barges) including a $20 Million cross border transactionLed documentation and due diligence call preparation on debt issuances and shelf programs (144A.
  • Conducted legal entity valuations for tax to optimize funding and tax structures
Oct 2012 - Dec 2014

Sr. Financial Analyst - Treasury Advisory Group

Jun 2010 - Dec 2014

Senior Credit Analyst - Natural Gas

Cargill
  • Manage a $985M portfolio of credit lines encompassing 123 relationships supporting physical and financial natural gas trading
  • Negotiate contracts to improve credit terms and/or support additional commercial activity
  • Maintain productive cross-functional relationships with traders, contracts, legal, and accounting
  • Integral part of bringing the credit portfolio current during 2009 completing 70+ reviews versus a goal of 60, including 28 requiring Financial Risk Committee approval
  • Managed the portfolio to zero credit losses year-to-date
  • Led the credit due diligence effort for the potential purchase of a power trading portfolio encompassing $500M of credit lines and approximately 100 counterparties
Jan 2009 - Jul 2010

Senior Credit Analyst

Ge Capital Solutions Fleet Services
  • Managed a $2.1B portfolio of commercial lease and services lines for 47 public and private companie
  • Made recommendations through detailed presentations including financial statement analysis, industry analysis, and projections for current/prospective funding opportunities
  • Continually monitored current customers and provided timely updates to senior management
  • Negotiated credit enhancement strategies with customers to mitigate potential losses
  • Provided quick turnaround on deals requiring Board of Director level approval
  • Managed the portfolio to zero credit losses
Jan 2006 - Dec 2008

Assistant Investment Advisor

Boeckermann Grafstrom & Mayer Wealth Management
  • Conducted all aspects of the research process including mutual funds, separate account managers, individual equities, and fixed income securities
  • Designed, implemented, and monitored client portfolios including asset allocation, trading, and re-balancing decisions
  • Identified and purchased attractive taxable and municipal bonds
  • Organized and led Investment Committee meetings on a quarterly basis to review current managers and investment environment as well as introduce new ideas
  • Introduced commodities as a viable asset class for select clients to reduce risk, increase return potential and improve asset allocation benefits
2004 - 2005 ~1 yr

Investement Analyst

Jeffrey Slocum & Associates
2001 - 2004 ~3 yrs
Team & coworkers

Colleagues at United Planners Financial Services

Other employees you can reach at unitedplanners.com. View company contacts for 174 employees →

2 education records

Todd Miron, Cfa education

FAQ

Frequently asked questions about Todd Miron, Cfa

Quick answers generated from the profile data available on this page.

What company does Todd Miron, Cfa work for?

Todd Miron, Cfa works for United Planners Financial Services.

What is Todd Miron, Cfa's role at United Planners Financial Services?

Todd Miron, Cfa is listed as Munkeby Kramer at United Planners Financial Services.

What is Todd Miron, Cfa's email address?

AeroLeads has found 1 work email signal at @umn.edu for Todd Miron, Cfa at United Planners Financial Services.

Where is Todd Miron, Cfa based?

Todd Miron, Cfa is based in Minneapolis, Minnesota, United States while working with United Planners Financial Services.

What companies has Todd Miron, Cfa worked for?

Todd Miron, Cfa has worked for United Planners Financial Services, Munkeby Kramer, Midcontinent Independent System Operator (Miso), Cargill, and Ge Capital Solutions Fleet Services.

Who are Todd Miron, Cfa's colleagues at United Planners Financial Services?

Todd Miron, Cfa's colleagues at United Planners Financial Services include Philipp Ballmaier, Peggy Halfaker, Stephen C. Lynch, Cfp®, Josephine Choy, and Renee Rael.

How can I contact Todd Miron, Cfa?

You can use AeroLeads to view verified contact signals for Todd Miron, Cfa at United Planners Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Todd Miron, Cfa attend?

Todd Miron, Cfa holds Master Of Business Administration, Finance/Accounting from University Of Minnesota - Carlson School Of Management.

What skills is Todd Miron, Cfa known for?

Todd Miron, Cfa is listed with skills including Finance, Financial Analysis, Investments, Credit, Financial Modeling, Corporate Finance, Portfolio Management, and Risk Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.