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Joel Miller Location
California, United States
Joel Miller Work
2021 -now Business Data and Analytics @
2016 -now CFP® @
2019 -2021 Tax Reporting and Strategy - Data Automation @
2018 -2021 Advanced Tax Analytics and Innovation - Digital Accelerator @
2017 -2021 Financial Education and Wellness @
2011 -2017 Private Wealth Management @
2010 -2011 Associate @
2006 -2011 Youth Programs @
2009 -2010 Mathematics Teacher @ Imperial Middle School
2006 -2008 Professor Assistant @
Joel Miller Education
Kaplan University
Finance (Financial Planning and Services)
2015-2016
San Diego State University-California State University
B.A. (Mathematics, Education)
California State University-Fullerton
Mathematics Credential (Education)
Universidad Antonio de Nebrija
(Spanish Language and Literature)
Joel Miller Skills
Alternative Investments
Leadership
Financial Advisory
Social Media
Public Speaking
Fixed Annuities
Executive Management
Insurance
Retirement Planning
Valuation
IRAs
Financial Modeling
Data Analysis
Investments
Business Development
Finance
Tableau
Asset Allocation
Strategic Planning
Financial Services
Alteryx
Equities
Mutual Funds
Investment Strategies
Program Management
Marketing
Training
Customer Service
Financial Analysis
Private Equity
Small Business
Management
Personal Finance
Retirement
Mergers and Acquisitions
Data Visualization
Employee Benefits
Securities
Hedge Funds
Microsoft Power Bi
Financial Markets
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 Alternative Investments, Leadership, Financial Advisory, Social Media, Public Speaking and more. Joel Miller has 5 emails and 2 mobile phone numbers on RocketReach.
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