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Investor Relations

Result driven financial  professional skilled at  meeting challenges and  known for taking  initiative. A self  starter capable of  efficiently functioning  with minimum  supervision.

•	Consult small to medium size business clients on insurance and risk management products to provide industry specific insurance programs and risk management tools 
•	Developed Key relationships with decisions makers to help budget risk solutions into yearly financial forecasting through Excel and QuickBooks
•	Evaluate financial statements and interpret the results to implement cost saving financial products
•	Leverage many financial solutions to limit the insured’s potential yearly risk
•	Created a tactical marketing strategy utilizing Excel and Salesforce to present to potential new clients the risk management products specific for their industry
•	Worked with Real Estate Investors to fit the insurance solutions with their budgeting tools to maximize each investments total debt to income
•	Conducted ongoing research to become an expert in the risk management concerns for specific clients and industries
•	Utilized Excel, Salesforce and Conga merger fields to sort data and create parameters to market risk solutions to specific clients and industries

Producer and Risk Advisor

•	Managed a book of business of personal clients as well as small to medium sized businesses to provide customer service on a day to day basis
•	Analyze complex consumer and business client financial goals and financial documents to educate and recommend uniquely personalized solutions
•	Develop specific techniques to discover lending needs and interpret financial statements to achieve the best approval results
•	Managed my time efficiently by mutli-tasking and maintaining organization as my book of clients increased through SVP and Excel
•	Worked closely with management and higher level partners to provide the proper financial solutions specific for each client
•	Ongoing training to understand how to interpret numbers, data and trends to make effective decisions
•	Consistently over 100% of sales quota on financial analysis and implementation of personal and commercial credit products per quarter

Personal Banker

Find out detailed information about Joshua Miller, Investor Relations in Newport Beach, CA

Joshua Miller: Investor Relations in Newport Beach, CA

Joshua Miller

29th Street Capital

PACIFIC UNIFIED INSURANCE

Wells Fargo Bank

Assumption College