Kyle Miller Email & Phone Number
Chief M and A Partnership Officer @ EP Wealth Advisors
5 free lookup(s).
Kyle Miller Location
- Chicago, IL, US
Kyle Miller Work
- 2026 - now Chief M and A Partnership Officer @
- 2023 - 2026 Managing Director, Mergers and Acquistions @
- 2016 - 2023 VP, Mergers and Acquisitions @
- 2015 - 2016 Business Development @
- 2014 - 2015 Private Banking Advisor @
- 2013 - 2014 Private Banking Representative @
- 2011 - 2013 Wealth Management Leadership Development Program @
- 2010 - 2010 Global Wealth and Investment Management Intern @ U.S. Trust, Bank of America Private Wealth Management
- 2010 - 2010 Strategic Advisor Intern @
Kyle Miller Education
- Indiana University - Kelley School of Business
Bachelor of Science (Business; Finance and Entrepreneurship)
2007 - 2011 - City University, Cass Business School 2010 - 2010
Kyle Miller Skills
- Research
- Investment Management
- Estate Planning
- Banking
- Planning
- Analysis
- Business Development
- Strategy
- Loans
- Wealth Management
- Development
- Financial Analysis
- Investments
- Financial Reporting
- Microsoft Office
- Mutual Funds
- Financial Modeling
- Microsoft Excel
- Credit
- Asset Allocation
- Private Banking
- Finance
- Portfolio Management
Kyle Miller Summary
- Kyle Miller, based in Chicago, IL, US, is currently a Chief M and A Partnership Officer at EP Wealth Advisors. Kyle Miller brings experience from previous roles at EP Wealth Advisors, Acrisure and MB Financial Bank. Kyle Miller holds a 2007 - 2011 Bachelor of Science in Business; Finance and Entrepreneurship @ Indiana University - Kelley School of Business. With a robust skill set that includes Research, Investment Management, Estate Planning, Banking, Planning and more. Kyle Miller has 4 emails and 1 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
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Robert Falconer
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Brian Parker
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Jim Mocci
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Michael McGrath
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Derek Holman
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David Tate
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Brett Davalos
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Justin Mikhalevsky
Chief Product and Technology Officer
United States
Christopher Toumajian
Chief Financial Officer
Long Beach, CA, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
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