Benjamin Miller Email & Phone Number
Branch Manager @ Wells Fargo Advisors
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Benjamin Miller Location
- San Diego, CA, US
Benjamin Miller Work
- 2022 -now Branch Manager @
- 2020 -2022 Agency Manager @
- 2019 -2019 Director of Wealth Management @
- 2018 -2018 VP - Assistant Branch Manager @
- 2013 -2017 Partner and Manager @
- 2007 -2013 Financial Services Professional @
- 2003 -2006 Petty Officer Second Class @
- 2001 -2003 Registered Representative @ New England Financial
Benjamin Miller Education
- University of Chicago Booth School of Business Executive Education
(Certified Private Wealth Advisor, CPWA®)
2023-2024 - Yale School of Management
(Certified Investment Management Analyst, CIMA®)
2019-2019 - San Diego State University-California State University
Master of Science in Business Administration (Financial and Tax Planning)
- San Diego State University
Bachelor of Science in Businsess Administration (Financial Survices)
- Liberty University
Master of Arts in Executive Leadership
Benjamin Miller Skills
- Leadership
- Team Building
- Investments
- Strategy
- Problem Solving
- Financial Services
- Program Management
- Research
- Small Business
- Team Leadership
- Time Management
- Business Development
- Event Management
- Marketing Strategy
- Project Management
- Estate Planning
- PowerPoint
- Social Media
- Banking
- Financial Planners
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- IRAs
- Finance
- Process Improvement
- Strategic Planning
- Life Insurance
- Outlook
- Business Planning
- Microsoft Office
- Microsoft Word
- Marketing
- Wealth Accumulation
- Social Networking
- College Savings Plans
- Microsoft Excel
- Training
- Customer Service
- Long Term Care
- Disability Insurance
- Financial Analysis
- Long Term Care Insurance
- Business Strategy
- Management
- Term Life Insurance
- Retirement
- Recruiting
- Analysis
- Securities
- Real Estate Economics
- Disposition
- Asset Management
- Real Estate
- Due Diligence
- CMBS
- Valuation
- Real Estate Transactions
- Investment Properties
- Property Management
- Underwriting
- Real Estate Financing
- Apartments
- Financial Modeling
- Commercial Mortgages
- Acquisitions
- Affordable Housing
- Loans
- Real Estate Private Equity
- Portfolio Management
- Commercial Real Estate
- Contract Negotiation
- Commercial Real Estate Analysis
- REO
- Capital Markets
- Negotiation
- Tax Credits
- Budgets
- Real Estate Development
- Brokerage
- Rentals
- Financial Structuring
- Asset Managment
- Structured Finance
- Leases
- Dispositions
- Investors
- Landlords
- Wealth Management
Benjamin Miller Summary
- Benjamin Miller, based in San Diego, CA, US, is currently a Branch Manager at Wells Fargo Advisors. Benjamin Miller brings experience from previous roles at Western & Southern Financial Group, Reilly Financial Advisors, Charles Schwab and New York Life Insurance Company. Benjamin Miller holds a 2023 - 2024 University of Chicago Booth School of Business Executive Education. With a robust skill set that includes Leadership, Team Building, Investments, Strategy, Problem Solving and more. Benjamin Miller has 1 emails and 1 mobile phone numbers on RocketReach.
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