Joshua Miller is a high-level professional, that works in U.s. Trust as a Portfolio Manager Associate since 2018. This expert has earned professional experience in more than 13 positions at different companies. Joshua Miller went to the Arizona State University and was studying there from 2018 to 2020. New York, New York is the area, where this person was lastly known to be located. This expert's phone and email can be easily accessed through this website on demand.
Name variants:
Joshuah Miller,
Josh Miller
Last updated May 29, 2024
Workplace
Colleagues
Work History
Portfolio Manager Assistant
100 north Tryon St, Charlotte, NC 28202
Create asset allocations and rebalancing proposals given client constraints and/or needs, utilizing the knowledge of all possible investment solutions on the U.S. Trust platform. Communicate...
Jul 2016 — May 2018
Finance Intern
601 west 26Th St, New York, NY 10001
Shadowed Financial Analysts
Shadowed production as well as client billers
Assisted in Monthly Reporting on New York clients
Assisted in the collection of Timesheets for all U.S.branches
...
Jun 2015 — Aug 2015
Wastewater Treatment Plant Operator
Dealt with cleaning sewage water as well as drinking water.
Handled confidential information regarding water usage and the chemicals used in cleaning the water.
Conversed with township se...
May 2013 — Aug 2014
Branch Associate
15 south 20Th St, Birmingham, AL 35233
Complete deposits/ withdrawals
Provide excellent customer service
Sales in various products and services
Feb 2013 — Jun 2013
Scheduling Liaison
200 1St St southwest, Rochester, MN 55905
Schedule appointments in multi-specialty environment
Provide knowledge of preparations and procedures
Triage patient needs based off urgency of appointments
Oct 2011 — Jun 2012
Employee
2249 Lincoln Hwy, Lancaster, PA 17602
I trained employees how to open and close food stands. Handled money while on the register at the food stands.
May 2011 — Aug 2012
Front Office Liaison and Inventory Manager
Scottsdale, AZ
Collect and post payments
Complete daily deposit
Scan/ process medical records
Manage inventory for supplements
Stock, mail and organize supplements
Check patients in and out
Schedule...
Mar 2009 — Oct 2011
Senior Collections Representative
2500 Lake Cook Rd, Riverwoods, IL 60015
Organize payment plans for delinquent card members
Organize team meetings and reward programs
Aided in Quality analysis and training
Jul 2008 — Mar 2009
Csr- Federal Employee Program
1 Cvs Dr, Woonsocket, RI 02895
Research claim and co-pay issues
Explain plan benefits
Reprocess claims
Work with team to manage timelines and goals
Aug 2007 — Jun 2008
Csr- Corporate Service Operations
200 Vesey St, New York, NY 10007
Open/ Close credit cards
Explain card benefits and terms
Advise on business practices/ development
Aug 2006 — Jul 2007
Bank Teller
100 north Tryon St, Charlotte, NC 28202
Data Entry
Answer phones
Provide information about account options and lending
Nov 2005 — Jul 2006
Education
2018 — 2020
2012 — 2017
2012 — 2016
2011 — 2011
Occupations
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Microsoft Office
Public Speaking
Teamwork
Social Media
Time Management
Powerpoint
Microsoft Word
Microsoft Excel
Leadership
Financial Analysis
Data Analysis
Networking
Customer Service
Inventory Management
Quickbooks
Management
Account Management
Sales Management
Product Launch
Website Development
Apple Os
Cerner Millenium
Employee Training
Ehr
Medical Sales
Eclinical Works
Medical Records
Organization Skills
Diet Planning
FAQs about Joshua Miller
What's the main profession of Joshua Miller?
This professional's job is Portfolio Manager Associate
What are the main profession of Joshua Miller?
These person's professions are Financial Broker and Portfolio Manager
Where does Joshua Miller live?
New York, New York is the place where Joshua Miller lives
Where did Joshua Miller work?
The professional worked at U.s. Trust, Bank of America.
Where has Joshua Miller studied?
Joshua studied at the Arizona State University from 2018 to 2020.
What languages does Joshua Miller speak?
Joshua Miller speaks English.
Are there any industries Joshua Miller works in?
Joshua Miller works in Hospital & Health Care industry.
Are there any special skills Joshua Miller has?
This professional has skills in the following areas:.