Joel Miller Email & Phone Number
Business Data and Analytics @ AB Data Consulting
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Joel Miller Location
- California, United States
Joel Miller Work
- Business Data and Analytics @ (January 2021 - Present)
- CFP® @ (November 2016 - Present)
- Financial Education and Wellness @ (August 2017 - Present)
- Tax Reporting and Strategy - Data Automation @ (June 2019 - January 2021)
- Advanced Tax Analytics and Innovation - Digital Accelerator @ (January 2018 - January 2021)
- Private Wealth Management @ (January 2011 - January 2017)
- Associate @ (January 2010 - January 2011)
- Youth Programs @ (January 2006 - January 2011)
- Mathematics Teacher @ Imperial Middle School (January 2009 - January 2010)
- Professor Assistant @ (January 2006 - January 2008)
Joel Miller Education
- Kaplan University
Finance (Financial Planning and Services)
2015-2016 - San Diego State University
B.A. (Mathematics, Education)
- California State University, Fullerton
Mathematics Credential (Education)
- Universidad Nebrija
Spanish Language and Literature
Joel Miller Skills
- AI/BI Tools
- Alternative Investments
- Alteryx
- Alteryx BI + Visualization Solutions
- Analytical Skills
- Asset Allocation
- Business Development
- Consulting
- Customer Service
- Dashboards
- Data Analysis
- Data Analytics
- Data Visualization
- Databricks Products
- Employee Benefits
- Equities
- Executive Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Fixed Annuities
- Hedge Funds
- IRAs
- Insurance
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing
- Mergers & Acquisitions
- Microsoft Power BI
- Mutual Funds
- Personal Finance
- Private Equity
- Program Management
- Public Speaking
- Retirement
- Retirement Planning
- SQL
- Securities
- Small Business
- Social Media
- Strategic Planning
- Student Engagement
- Tableau
- Teaching
- Training
- Valuation
- Mergers and Acquisitions
Joel Miller Summary
- Joel Miller, based in California, United States, is currently a Business Data and Analytics at AB Data Consulting. Joel Miller brings experience from previous roles at CFP Board and PwC. Joel Miller holds a 2015 - 2016 Finance in Financial Planning and Services @ Kaplan University. With a robust skill set that includes AI/BI Tools, Alternative Investments, Alteryx, Alteryx BI + Visualization Solutions, Analytical Skills and more. Joel Miller has 5 emails and 2 mobile phone numbers on RocketReach.
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