Kate Miller is a qualified expert, working in Ss&C Advent main office of which is in 1096. as a Client Support Analyst from 2013. This person gained professional experience in more than seven positions at various companies. Kate Miller went to the Saint Joseph's University and was studying from 2005 to 2006. San Francisco, California is the city, where this person was lastly known to be living. Kate's phone number and email can be easily accessed through this website by request.
Name variants:
Catherine Miller,
Katherine Miller
Last updated May 31, 2024
Contact Information
Last Update
Jul 4, 2022
Location
San Francisco, CA
Company
Ss&C Advent
Workplace
Client Support Analyst
Work History
Client Support Analyst
600 Townsend St, San Francisco, CA 94103
Technical support resource for escalated client issues in Accounting and Reporting (A&R) Knowledge Group, with subject matter expertise in performance calculation, private equity and fixed i...
Aug 2013 — Feb 2014
Business Analyst
600 Townsend St, San Francisco, CA 94103
Serve as Product Owner for the Accounting & Reporting Scrum Team by envisioning new features and collaborating with software engineers, quality assurance engineers and technical documentati...
from Feb 2014
Senior Client Support Specialist
600 Townsend St, San Francisco, CA 94103
Worked collaboratively with clients, IT, team members, implementation consultants, and relationship managers across global office locations to resolve client issues.
May 2013 — Aug 2013
Senior Client Services Representative
600 Townsend St, San Francisco, CA 94103
● Provided technical support to clients by phone, e-mail, and web ● Worked collaboratively with clients, IT, team members, implementation consultants, and relationship managers across global...
Apr 2012 — May 2013
Operations - Technical Specialist
1205 Westlakes Dr, Berwyn, PA 19312
Administration of the portfolio management system, Advent Portfolio Exchange (APX).
Maintenance of data integrity by daily input, review and reconciliation of data via automated feeds.
Ma...
Oct 2008 — Mar 2012
Financial Operations Analyst Associate
Pennsylvania
● Performed routine data downloads and reconciliations in Advent Axys, calculated performance, produced quarterly custom reporting for over 100 high net-worth clients ● Self-taught how to cr...
May 2007 — Oct 2008
Assistant Financial Planner
300 Barr Harbor Dr, Conshohocken, PA 19428
● Collaborated with a senior planner and associate planner to manage the ongoing needs of approximately 170 clients ● Assisted in creation of proposal packages for new clients’ retirement, e...
Feb 2006 — May 2007
Education
2005 — 2006
2002 — 2005
Occupations
Business Analyst
Analyst
IT Professional
Technical Support Specialist
Security
Executive
Owner
Software Tester
Software Engineer
Analysts
Systems Support Specialist
Support Specialists
Chief Executive
Computer Specialist
Software Developers
Skills
Axys
Salesforce.com
Advent
Portfolio Management
Troubleshooting
Investments
Process Improvement
Asset Allocation
Financial Services
Asset Managment
Wealth Management
Equities
Curiosity
Morningstar Office
Acd
Microsoft Office
Microsoft Excel
Asset Management
Customer Service
Financial Analysis
Enterprise Software
Zephyr Style Advisor
Technical Support
Apx
Problem Solving
Data Reconciliation
Crm
Automation
FAQs about Kate Miller
What is the main profession of Kate Miller?
Kate Miller is a Business Analyst.
What are the profession of The professional?
These person's professions are Business Analyst
Where does Kate Miller currently live?
They currently lives in San Francisco, California.
How many companies did Kate Miller work at?
Kate Miller worked at seven jobs.
Where has Kate Miller studied?
Kate studied at the Saint Joseph's University from 2005 to 2006.
Are there any professional industries, that Kate Miller is connected to?
This person works in Investment Management industry.
Are there any special skills Kate Miller has?
Kate has such skills as Axys, Salesforce.com, Advent, Portfolio Management, Troubleshooting, Investments, Process Improvement, Asset Allocation, Financial Services, and Asset Managment.