Alan Miller Email & Phone Number
Chief Executive Officer | Managing Partner @ Turtle Creek Wealth Advisors, LLC
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Alan Miller Location
- Dallas, TX, US
Alan Miller Work
- Chief Executive Officer | Managing Partner @ (March 2023 - Present)
- President - Private Wealth Advisors @ (April 2013 - March 2022)
- Former President @ (April 2013 - March 2022)
- National Banking Executive - Private Banking @ (July 2011 - April 2013)
- President Texas Private Bank @ (July 2008 - July 2011)
- Managing Director - Head of Dallas Private Wealth Management @ (January 2006 - June 2008)
- Division Manager Corporate Banking @ (January 1993 - January 2005)
- Vice President - Corporate Banking @ (January 1988 - January 1993)
Alan Miller Education
- Southern Methodist University - Cox School of Business
Master of Business Administration - MBA (Finance)
1987-1988 - The University of Texas at Austin
Bachelor of Business Administration - BBA (Finance)
1983-1987
Alan Miller Skills
- Wealth Management
- Banking
- Finance
- Corporate Trust
- Credit Analysis
- Private Banking
- Mortgage Lending
- Credit
- Treasury Services
- Product Specialists
- Treasury Management
- Loans
- Foreign Exchange
- Commercial Lending
- Commercial Banking
- Treasury
- Wealth Management Services
Alan Miller Summary
- Alan Miller, based in Dallas, TX, US, is currently a Chief Executive Officer | Managing Partner at Turtle Creek. Alan Miller brings experience from previous roles at Texas Capital Bank, BOK Financial and Bank of Texas. Alan Miller holds a 1987 - 1988 Master of Business Administration - MBA in Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Wealth Management, Banking, Finance, Corporate Trust, Credit Analysis and more. Alan Miller has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Turtle Creek Wealth Advisors, LLC Employees
Alan Miller
Chief Executive Officer | Managing Partner
Dallas, TX, US
Alec Lucente
Partner | Private Investments
Dallas, TX, US
Greg Kalb
Investment Advisor and Partner
Austin, TX, US
Kirsten McDonald
Service Advisor
Texas, United States
Eric Reblin
Client Advisor | Partner
San Antonio, TX, US
Wesley Wright
Investment Advisor | Partner - Turtle Creek
Texas, United States
Melanie Lott
Service Advisor | Partner
Dallas, TX, US
Peter Lodwick
Partner
Texas, United States
Eryn Myers
Client Advisor | Partner
Austin, TX, US
David Spika
Chief Market Strategist
Dallas, TX, US
Emily
Client Advisor | Partner
Dallas, TX, US
Morgan Massa
Family Advisor
Texas, United States
Richard Jackson
Investment Advisor | Partner
Dallas, TX, US
Edward Roca
Family Office Manager
Dallas, TX, US
Marie Willars
Executive Administrator
Dallas, TX, US
Matt Kelley
Tax Strategist | Partner
Plano, TX, US
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