Brian Miller

• Support advisors and clients in an operational capacity while creating opportunities to add value to our clients' portfolio.
• Familiarized myself with each component of the wealth management team and learned how to support both book builders and mature books.
• Generated 28 opportunities in Quarter 1 of 2025 for consultants, resulting in 8 Tier A and B book adds.

• Nurture ongoing relationships between clients and financial consultants through periodic portfolio reviews.
• Provides financial advice with regard to asset allocation within brokerage and retirement accounts.
• Initiates $10,000,000-$15,000,000 in incoming transfer of asset requests per quarter.
• Work alongside fixed income trading desks to facilitate purchases of UST, corporate and municipal bonds for retail investors.

· Deliver exceptional customer service by performing a range of tasks, from account maintenance to placing trades through the firm’s equity and options trading desks.

· Processed $1,000,000-$3,000,000 worth of securities trades and distributions per month

· Managed extracurricular team activities including a market research group, interaction model support, and planning team outings.