Michael Miller Email & Phone Number
Partner @ Miller Grossbard Advisors, LLP
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Michael Miller Location
- Houston, TX, US
Michael Miller Work
- 2023 -now Partner @
- 2013 -2023 Director of Operations @
- 2012 -2013 Director of Operations @
- 2010 -now Director of Operations, @
- 2008 -now Chief Operating Officer - Houston @ Synergy Risk Management, LTD.
- 2003 -2008 Senior Vice President @ Benchmark Performance Group
Michael Miller Education
- Texas McCombs School of Business
Bachelors of Business Administration (Finance)
1999-2003 - Texas McCombs School of Business
Bachelor of Business Administration (B.B.A.) (Finance, General)
1999-2003
Michael Miller Skills
- Risk Management
- Estate Planning
- Financial Planning
- Wealth Management
- Asset Management
- High Net Worth Individuals
- Portfolio Management
- Wealth Accumulation
- Investments
- Retirement Planning
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Securities
- Alternative Investments
- Financial Advisory
- Insurance
- Asset Allocation
- Series 63
- Investment Management
- Due Diligence
- Equities
- Financial Analysis
- Mergers & Acquisitions
- Mutual Funds
- Retirement
- Life Insurance
- 401k
- Fixed Annuities
- Financial Reporting
- Finance
- Investment Strategies
- Financial Modeling
- Tax
- Financial Services
- Financial Planners
- Financial Risk
- Fixed Income
- Options
- Long Term Care Insurance
- Disability Insurance
Michael Miller Summary
- Michael Miller, based in Houston, TX, US, is currently a Partner at Miller Grossbard Advisors, LLP. Michael Miller brings experience from previous roles at Miller Grossbard Advisors, LLP, Miller Grossbard & Associates, P.C., TFO Wealth Partners and Synergy Risk Management, LTD.. Michael Miller holds a 1999 - 2003 Bachelors of Business Administration in Finance @ Texas McCombs School of Business. With a robust skill set that includes Risk Management, Estate Planning, Financial Planning, Wealth Management, Asset Management and more. Michael Miller has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Miller Grossbard Advisors, LLP Employees
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New York, NY, US
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Houston, TX, US
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Sandra Galvan
Tax Manager
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Kellen Prince
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Kimberley Christian
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Tyler, TX, US
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