Joshua S Miller is a high-level expert, who works in Acadia Management as a President and Chief Executive Officer since 2020. This expert gained professional experience in more than 16 positions at different companies. Joshua S Miller went to the Seneca College and received education there from 2004 to 2006. Joshua S Miller has professional qualifications: Certified Financial Planner™. Saratoga Springs, New York is the city, where the professional was known to be settled. The person's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Joshuah Miller,
Josh Miller
Last updated May 29, 2024
Contact Information
Last Update
Jul 4, 2022
Email
jo**@hklaw.com, jo**@holtrenfrew.com
Location
Saratoga Springs, NY
Company
Acadia Management
Workplace
President and Chief Executive Officer
Work History
President
The Boston Estate Planning Council is a multi-disciplinary community of over 700 estate and wealth planning professionals. The Council provides educational programs and networking opportunit...
Jul 2018 — Jun 2019
Brand Manager - Alice + Olivia
Assisting with store buys for the brand with a focus on maximizing revenue
Addressing all product and client issues relating to the brand
Ensuring Holt Renfrew's sales goals for the brand...
from Mar 2014
Sales Associate
Building and maintaining client relationships
Meeting and exceeding sales goals
Ensuring my department is restocked and impeccably merchandised daily
Being educated with product knowledg...
Jun 2011 — Mar 2014
Senior Portfolio Manager and Wealth Advisor
225 Liberty St, New York, NY 10006
I worked with business owners and high-net worth individuals throughout the country advising those individuals and their families in investment management and various areas of wealth plannin...
Apr 2011 — Dec 2014
Director
15 Channel Ctr St, Boston, MA 02210
The mission of the A&BC is to strengthen a vibrant arts community by providing quality direct legal and business services and ongoing educational programs--some of which have existed for ove...
Mar 1, 2011 — Jun 2018
Senior Customer Service Representative and Visual Merchandiser and Junior Buyer
Maintaining the company’s commitment to excellent customer service
Mentoring and motivating staff to achieve store sales budgets
Being educated on product knowledge for over 350 designers...
Nov 2007 — Jun 2011
Associate
701 Brickell Ave, Miami, FL 33131
My practice focused on the areas of estate and gift planning, estate and trust administration, business planning, charitable planning, non-profit incorporation and probate litigation.
2007 — Apr 2011
Promotional Packaging Design Assistant
Assisting in 2007 custom product launches. Including Veet, Lysol, Airwick, Clearasil, Strepsils, Electrasol, Jet-Dry, Zero, French’s Mustard, Franks Red Hot
Coordinating corrugate artwork ...
Sep 2006 — Apr 2007
Attorney
2 International Pl, Boston, MA 02110
Represented trust and estate fiduciaries and beneficiaries in probate and trust matters including will contests, objections to accounts, and Equity Complaints. Assisted clients with trust an...
2005 — 2007
Judicial Law Clerk
Researched and wrote memorandum of law and findings of fact for multiple justices on issues including will contests, will and trust administration, divorce, and custody. Advised justices on ...
2004 — 2005
Sales Manager and Account Executive
Prior to attending law school, I partnered with mid to large size companies focusing on identifying, qualifying, pursuing and closing business opportunities.
1996 — 2001
Education
2004 — 2006
2001 — 2004
1993 — 1996
Occupations
Executive
Chief Executive Officer
Chairperson
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Wealth Management
Trusts
Investments
High Net Worth Individuals
Investment Management
Wealth Management Services
Wealth
Financial Services
Portfolio Management
Securities
Asset Protection
Estate Tax Planning
Estate Administration
Equities
Financial Planning
Private Equity
Financial Planners
Philanthropy
Tax
Private Banking
Investment Advisory
Family Business
Wills
Estate Law
Small Business
FAQs about Joshua S Miller
What's the profession of Joshua S Miller?
This professional's job is President and Chief Executive Officer
What jobs is Joshua S Miller a professional at?
Joshua is a professional such jobs as Executive and Chief Executive Officer.
Where does Joshua S Miller currently live?
Saratoga Springs, New York is the place where Joshua S Miller lives
What is Joshua S Miller's email?
Joshua S Miller's email is jo**@hklaw.com and jo**@holtrenfrew.com.
Where did Joshua S Miller work?
This person worked at Acadia Management, Boston Estate Planning Council.
Where has Joshua S Miller studied?
Joshua studied at the Seneca College from 2004 to 2006.
What are the certifications of Joshua S Miller?
The professional received the following certifications: Certified Financial Planner™.
Are there any professional industries, that Joshua S Miller works in?
This person works in Retail industry.