Strategic Account Manager @ (May 2019 - December 2021)
VP, Strategic Account Manager @ (January 2018 - May 2019)
AVP, Strategic Account Manager @ (November 2014 - December 2017)
Regional Advisor Consultant - Greater Philadelphia @ (June 2011 - October 2014)
Senior Sales Desk Manager @ (September 2006 - February 2011)
Regional Sales Associate @ (December 2004 - September 2006)
VP, Personal Financial Services @ (December 2003 - November 2004)
Financial Executive @ (January 2002 - December 2003)
Registered Sales Assistant @ (July 2000 - January 2002)
David Miller Education
University of Pennsylvania - The Wharton School
CIMA (Certified Investment Management Analyst)
2009-2009
Quinnipiac University
BS (Marketing)
1995-1999
David Miller Skills
Mutual Funds
Fixed Annuities
Alternative Investments
Leadership
401k
Business Relationship Management
Project Management
Market Research
Series 63
Microsoft Word
PowerPoint
Business Development
Series 7
Nursing
David Miller Summary
David Miller, based in New York, NY, US, is currently a Senior Strategic Account Manager at Invesco US. David Miller brings experience from previous roles at Invesco US and OppenheimerFunds. David Miller holds a 2009 - 2009 CIMA in Certified Investment Management Analyst @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Mutual Funds, Fixed Annuities, Alternative Investments, Leadership, 401k and more. David Miller has 2 emails and 2 mobile phone numbers on RocketReach.
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