Miller Russell Associates
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Miller Russell Associates Employees
Employee
Years
Job
Industry
Brenda Bernardi Brenda Bernardi's Miller Russell Associates Experience February 2013 - Present
Job Director of Business Operations at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates February 2013 - Present
Ballet Arizona September 2008 - February 2013
Free Arts of Arizona July 2001 - September 2008
Education
Arizona State University 1994 — 1997
Bachelor of Fine Arts (BFA), Dance Education
Miller Russell Associates February 2013 - Present
Ballet Arizona September 2008 - February 2013
Free Arts of Arizona July 2001 - September 2008
Education
Arizona State University 1994 — 1997
Bachelor of Fine Arts (BFA), Dance Education
Pamela Houser Pamela Houser's Miller Russell Associates Experience March 2015 - Present
Job Client Administrator
Industry Investment Management
Experience
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Ena Dashi Ena Dashi's Miller Russell Associates Experience June 2014 - Present
Job Client Associate at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates June 2014 - Present
Stoker Ostler Wealth Advisors January 2011 - June 2014
Stoker Ostler Wealth Advisors November 2007 - January 2011
Skills
Portfolio Management, Investments, Equities, Wealth Management, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Asset Allocation, Valuation
Education
Arizona State University 2005 — 2007
Bachelor's degree, Economics
Paradise Valley Community College 2003 — 2005
Associate's degree, Business/Managerial Economics
Miller Russell Associates June 2014 - Present
Stoker Ostler Wealth Advisors January 2011 - June 2014
Stoker Ostler Wealth Advisors November 2007 - January 2011
Skills
Portfolio Management, Investments, Equities, Wealth Management, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Asset Allocation, Valuation
Education
Arizona State University 2005 — 2007
Bachelor's degree, Economics
Paradise Valley Community College 2003 — 2005
Associate's degree, Business/Managerial Economics
Brett Meister Brett Meister's Miller Russell Associates Experience September 2013 - September 2014
Job Tax Associate
Industry Accounting
Experience
PwC July 2015 - Present
Miller Russell Associates September 2013 - September 2014
Gold River Medical Group December 2010 - July 2013
United States Marine Corps September 2006 - July 2010
Sundance Car Audio January 2005 - January 2006
Skills
Time Value of Money, Cash Flow Forecasting, Microsoft Excel, Interpersonal..., Accounting, Self Learning, Money Management, Training, Financial Statements, Bookkeeping, Tax
Education
Arizona State University - W. P. Carey School of Business 2014 — 2015
Master's degree, Taxation
Arizona State University - W. P. Carey School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting
PwC July 2015 - Present
Miller Russell Associates September 2013 - September 2014
Gold River Medical Group December 2010 - July 2013
United States Marine Corps September 2006 - July 2010
Sundance Car Audio January 2005 - January 2006
Skills
Time Value of Money, Cash Flow Forecasting, Microsoft Excel, Interpersonal..., Accounting, Self Learning, Money Management, Training, Financial Statements, Bookkeeping, Tax
Education
Arizona State University - W. P. Carey School of Business 2014 — 2015
Master's degree, Taxation
Arizona State University - W. P. Carey School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting
Bobby Castellani's Miller Russell Associates Experience May 2013 - May 2014
Job Tax Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2015 - Present
First Solar May 2014 - December 2014
Beta Alpha Psi August 2012 - August 2014
Miller Russell Associates May 2013 - May 2014
Alpha Kappa Psi - Iota Xi Chapter November 2010 - May 2014
The Philadelphia Phillies June 2012 - August 2012
Sports Business Association August 2010 - December 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Customer Service, Access, Outlook, Internal Controls, Budgets, Financial Modeling, GAAP, Sarbanes-Oxley Act, Data Analysis, Analysis, Strategy, Management
Education
Arizona State University 2014 — 2015
Master’s Degree, Taxation
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Universidad Antonio de Nebrija 2012 — 2012
Spanish Language and Literature, Sophomore
PwC July 2015 - Present
First Solar May 2014 - December 2014
Beta Alpha Psi August 2012 - August 2014
Miller Russell Associates May 2013 - May 2014
Alpha Kappa Psi - Iota Xi Chapter November 2010 - May 2014
The Philadelphia Phillies June 2012 - August 2012
Sports Business Association August 2010 - December 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Customer Service, Access, Outlook, Internal Controls, Budgets, Financial Modeling, GAAP, Sarbanes-Oxley Act, Data Analysis, Analysis, Strategy, Management
Education
Arizona State University 2014 — 2015
Master’s Degree, Taxation
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Universidad Antonio de Nebrija 2012 — 2012
Spanish Language and Literature, Sophomore
Charlie Coppola Charlie Coppola's Miller Russell Associates Experience May 2013 - July 2013
Job Finance and Entrepreneurial Management Dual Major at Texas Christian University
Industry Commercial Real Estate
Experience
Ryan Companies US, Inc. June 2015 - August 2015
Panther Real Estate Solutions February 2015 - April 2015
DriveTime June 2014 - August 2014
Miller Russell Associates May 2013 - July 2013
Lee & Associates Commercial Real Estate Services December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Leadership, Microsoft Word, Teamwork, Financial Management, Academic Achievement, Financial Analysis
Education
Texas Christian University 2013 — 2017
Dual Major: Finance and Entrepreneurial Management
Arizona Real Estate Salesperson License 2015 — 2015
Rio Salado College 2009 — 2013
Ryan Companies US, Inc. June 2015 - August 2015
Panther Real Estate Solutions February 2015 - April 2015
DriveTime June 2014 - August 2014
Miller Russell Associates May 2013 - July 2013
Lee & Associates Commercial Real Estate Services December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Leadership, Microsoft Word, Teamwork, Financial Management, Academic Achievement, Financial Analysis
Education
Texas Christian University 2013 — 2017
Dual Major: Finance and Entrepreneurial Management
Arizona Real Estate Salesperson License 2015 — 2015
Rio Salado College 2009 — 2013
Julian Aziz Julian Aziz's Miller Russell Associates Experience May 2013 - May 2014
Job Investment Rotational Program at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Brock Ramaglia Brock Ramaglia's Miller Russell Associates Experience September 2014 - August 2015
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
Miller Russell Associates September 2014 - August 2015
KPMG May 2013 - September 2014
Fulton School of Engineering September 2010 - May 2013
KPMG LLP June 2012 - August 2012
Black Business Students Association April 2010 - May 2012
Bogey's Pub & Grill August 2007 - August 2010
Supplemental Instruction August 2009 - December 2009
Skills
Accounting, Tax, Financial Accounting, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Financial Statements, Time Management, Management, Financial Analysis, Auditing, Budgets, Finance, Leadership, Excel, Internal Communications, PeopleSoft, Internal Audit, Restaurant Management, QuickBooks, GAAP, Accounts Payable, Tax Preparation, Accounts Receivable, Financial Reporting, General Ledger, Account Reconciliation, US GAAP, Internal Controls, External Audit
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Taxation, Graduate
Arizona State University, W. P. Carey School of Business 2010 — 2012
BS, Accountancy
BDO USA, LLP August 2015 - Present
Miller Russell Associates September 2014 - August 2015
KPMG May 2013 - September 2014
Fulton School of Engineering September 2010 - May 2013
KPMG LLP June 2012 - August 2012
Black Business Students Association April 2010 - May 2012
Bogey's Pub & Grill August 2007 - August 2010
Supplemental Instruction August 2009 - December 2009
Skills
Accounting, Tax, Financial Accounting, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Financial Statements, Time Management, Management, Financial Analysis, Auditing, Budgets, Finance, Leadership, Excel, Internal Communications, PeopleSoft, Internal Audit, Restaurant Management, QuickBooks, GAAP, Accounts Payable, Tax Preparation, Accounts Receivable, Financial Reporting, General Ledger, Account Reconciliation, US GAAP, Internal Controls, External Audit
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Taxation, Graduate
Arizona State University, W. P. Carey School of Business 2010 — 2012
BS, Accountancy
Luke Roh Luke Roh's Miller Russell Associates Experience May 2014 - July 2014
Job BNP Paribas Credit Derivatives Sales
Industry Financial Services
Experience
BNP Paribas July 2015 - Present
Colgate University July 2011 - May 2015
Sterne Agee July 2014 - August 2014
Miller Russell Associates May 2014 - July 2014
OneBode Wholefood Nutrition Co. June 2012 - August 2012
Skills
Marketing, Microsoft Office, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Leadership, Sales
Education
Colgate University 2011 — 2015
Bachelor of Arts, Economics
Chaparral High School 2007 — 2011
High School Diploma
BNP Paribas July 2015 - Present
Colgate University July 2011 - May 2015
Sterne Agee July 2014 - August 2014
Miller Russell Associates May 2014 - July 2014
OneBode Wholefood Nutrition Co. June 2012 - August 2012
Skills
Marketing, Microsoft Office, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Leadership, Sales
Education
Colgate University 2011 — 2015
Bachelor of Arts, Economics
Chaparral High School 2007 — 2011
High School Diploma
Christian Moon's Miller Russell Associates Experience September 2015 - Present
Job Client Associate at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates September 2015 - Present
Vanguard February 2014 - August 2015
US Foods July 2013 - September 2013
Sanctuary Wealth Mangement April 2013 - July 2013
Cooper Norman December 2012 - April 2013
BYU-Idaho April 2012 - July 2012
Odell's Furniture June 2005 - June 2010
Skills
Finance, Auditing, Tax Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Management, Microsoft Excel, Financial Statements, Financial Services, Financial Modeling, Strategic Financial..., Database Administration, Financial Planning, Tax Consultation, Visual Basic
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor, Accounting
Kaplan University
Accelerated Financial Planning Program (AccFP)
Miller Russell Associates September 2015 - Present
Vanguard February 2014 - August 2015
US Foods July 2013 - September 2013
Sanctuary Wealth Mangement April 2013 - July 2013
Cooper Norman December 2012 - April 2013
BYU-Idaho April 2012 - July 2012
Odell's Furniture June 2005 - June 2010
Skills
Finance, Auditing, Tax Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Management, Microsoft Excel, Financial Statements, Financial Services, Financial Modeling, Strategic Financial..., Database Administration, Financial Planning, Tax Consultation, Visual Basic
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor, Accounting
Kaplan University
Accelerated Financial Planning Program (AccFP)
Eric Ensign, CPA Eric Ensign, CPA's Miller Russell Associates Experience January 2014 - Present
Job Client Advisor at Miller/Russell & Associates
Industry Investment Management
Experience
Miller Russell Associates January 2014 - Present
Miller/Russell & Associates December 2011 - December 2013
GenSpring Family Offices January 2008 - December 2011
Inlign Wealth Management May 2007 - December 2007
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Miller Russell Associates January 2014 - Present
Miller/Russell & Associates December 2011 - December 2013
GenSpring Family Offices January 2008 - December 2011
Inlign Wealth Management May 2007 - December 2007
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Jay Joshi Jay Joshi's Miller Russell Associates Experience August 2011 - December 2011
Job MBA Candidate | Johnson at Cornell | Strategy Consulting
Industry Management Consulting
Experience
J.P. Morgan July 2012 - July 2015
New Venture Group September 2009 - May 2012
Miller Russell Associates August 2011 - December 2011
J.P. Morgan June 2011 - August 2011
ASU Student Investment Management Fund April 2010 - May 2011
Chandler Tennis Center October 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Skills
Investments, Economics, Finance, Private Banking, Microsoft Excel, Analysis, PowerPoint, Asset Allocation, Portfolio Management, Management, Organizational..., Management Consulting, Leadership, Coaching & Mentoring, Public Speaking, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy Consulting
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Economics, Finance, Magna Cum Laude
Barrett, The Honors College 2008 — 2012
Certificate, Honors Business Consulting
University of Economics in Prague 2009 — 2009
Certificate, International Business
Chandler High School 2004 — 2008
J.P. Morgan July 2012 - July 2015
New Venture Group September 2009 - May 2012
Miller Russell Associates August 2011 - December 2011
J.P. Morgan June 2011 - August 2011
ASU Student Investment Management Fund April 2010 - May 2011
Chandler Tennis Center October 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Skills
Investments, Economics, Finance, Private Banking, Microsoft Excel, Analysis, PowerPoint, Asset Allocation, Portfolio Management, Management, Organizational..., Management Consulting, Leadership, Coaching & Mentoring, Public Speaking, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy Consulting
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Economics, Finance, Magna Cum Laude
Barrett, The Honors College 2008 — 2012
Certificate, Honors Business Consulting
University of Economics in Prague 2009 — 2009
Certificate, International Business
Chandler High School 2004 — 2008
Matt Walker, CPA, CGMA Matt Walker, CPA, CGMA's Miller Russell Associates Experience January 2013 - Present
Job Senior Client Associate at Miller Russell Associates
Industry Accounting
Experience
Miller Russell Associates January 2013 - Present
Genspring Family Offices June 2010 - January 2013
Advisors Health Insurance August 2007 - July 2011
RSM McGladrey June 2009 - July 2009
Arizona State University 2008 - 2009
Skills
Investments, Insurance, Banking, Wealth Management, Finance, Accounting, Financial Analysis, Tax, Tax Preparation, Financial Reporting, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
Miller Russell Associates January 2013 - Present
Genspring Family Offices June 2010 - January 2013
Advisors Health Insurance August 2007 - July 2011
RSM McGladrey June 2009 - July 2009
Arizona State University 2008 - 2009
Skills
Investments, Insurance, Banking, Wealth Management, Finance, Accounting, Financial Analysis, Tax, Tax Preparation, Financial Reporting, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
Marilyn Marlie Gorman Marilyn Marlie Gorman's Miller Russell Associates Experience January 2013 - Present
Job Executive Assistant to Managing Partners at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates January 2013 - Present
Aerotek April 2012 - September 2012
IA American Life Insurance Company October 2010 - November 2011
Johnson Carlier May 2005 - March 2009
Lewis and Roca LLP, Phoenix, Arizona March 2003 - May 2005
Kerry’s Referrals, Personnel Placement Agency, Phoenix, Arizona April 2002 - February 2003
Central Reserve Corporation, Oil/Gas Investments, Scottsdale, Arizona August 2001 - March 2002
Accenture, Global Management Consulting Firm, Phoenix, Arizona location March 1995 - July 2001
Skills
Administrative Work, Microsoft Office, Project Planning, Customer Service, Microsoft Word, Account Management, Project Management, Event Management, Administrative..., PowerPoint, Social Skills, Microsoft Excel, Outlook, Time Management, Office Administration, Marketing Communications, Marketing Event Planning, Creative Writing, Brand Management, Team Leadership, Team Building
Education
Gateway Community College 2010 — 2010
Certificate of Achievement, Computer Usage & Applications; Customer Service Skills
Phoenix College 1987 — 1987
Certificate of Achievement, Construction Applications
A. R. Gould Memorial Hospital 1968 — 1969
Medical Technology
Miller Russell Associates January 2013 - Present
Aerotek April 2012 - September 2012
IA American Life Insurance Company October 2010 - November 2011
Johnson Carlier May 2005 - March 2009
Lewis and Roca LLP, Phoenix, Arizona March 2003 - May 2005
Kerry’s Referrals, Personnel Placement Agency, Phoenix, Arizona April 2002 - February 2003
Central Reserve Corporation, Oil/Gas Investments, Scottsdale, Arizona August 2001 - March 2002
Accenture, Global Management Consulting Firm, Phoenix, Arizona location March 1995 - July 2001
Skills
Administrative Work, Microsoft Office, Project Planning, Customer Service, Microsoft Word, Account Management, Project Management, Event Management, Administrative..., PowerPoint, Social Skills, Microsoft Excel, Outlook, Time Management, Office Administration, Marketing Communications, Marketing Event Planning, Creative Writing, Brand Management, Team Leadership, Team Building
Education
Gateway Community College 2010 — 2010
Certificate of Achievement, Computer Usage & Applications; Customer Service Skills
Phoenix College 1987 — 1987
Certificate of Achievement, Construction Applications
A. R. Gould Memorial Hospital 1968 — 1969
Medical Technology
Christina Burroughs, CFP® Christina Burroughs, CFP®'s Miller Russell Associates Experience October 2011 - Present
Job Managing Partner, Senior Wealth Management Professional
Industry Financial Services
Experience
Miller Russell Associates October 2011 - Present
GenSpring Family Offices 2009 - October 2011
GenSpring Family Offices 2007 - 2009
Inlign Wealth Management 2004 - 2007
Tanager Financial Services 2001 - 2004
Education
Northeastern University 2001 — 2003
Certificate Program, Financial Planning
Wheaton College 1997 — 1997
Clinical Psychology
Northwestern College 1991 — 1995
Bachelor of Science, Psychology, Biblical Studies
Miller Russell Associates October 2011 - Present
GenSpring Family Offices 2009 - October 2011
GenSpring Family Offices 2007 - 2009
Inlign Wealth Management 2004 - 2007
Tanager Financial Services 2001 - 2004
Education
Northeastern University 2001 — 2003
Certificate Program, Financial Planning
Wheaton College 1997 — 1997
Clinical Psychology
Northwestern College 1991 — 1995
Bachelor of Science, Psychology, Biblical Studies
Elai Lustgarten Elai Lustgarten's Miller Russell Associates Experience September 2013 - January 2014
Job Financial Project Analyst (intern)
Industry Financial Services
Experience
ACSS May 2014 - Present
First Financial Equity Corporation February 2014 - May 2014
Miller Russell Associates September 2013 - January 2014
Morgan Stanley May 2013 - July 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Leadership, Teamwork, Project Analysis, Financial Analysis, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Jess Schwartz Academy 2007 — 2011
High School Diploma
ACSS May 2014 - Present
First Financial Equity Corporation February 2014 - May 2014
Miller Russell Associates September 2013 - January 2014
Morgan Stanley May 2013 - July 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Leadership, Teamwork, Project Analysis, Financial Analysis, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Jess Schwartz Academy 2007 — 2011
High School Diploma
Nicholas Martinez Nicholas Martinez's Miller Russell Associates Experience January 2015 - May 2015
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Miller Russell Associates January 2015 - May 2015
Family Wealth Advisors and ICA April 2014 - December 2014
Delta Kappa Epsilon Fraternity - Theta Upsilon Chapter August 2013 - August 2014
Education
Arizona State University 2011 — 2015
Bachelor of Science (BS), Finance, Cum Laude
Bank of America Merrill Lynch June 2015 - Present
Miller Russell Associates January 2015 - May 2015
Family Wealth Advisors and ICA April 2014 - December 2014
Delta Kappa Epsilon Fraternity - Theta Upsilon Chapter August 2013 - August 2014
Education
Arizona State University 2011 — 2015
Bachelor of Science (BS), Finance, Cum Laude
Garret Smith's Miller Russell Associates Experience June 2015 - Present
Job Operations Intern at Miller Russell Associates
Industry Information Technology and Services
Experience
Miller Russell Associates June 2015 - Present
Electronic Arts (EA) August 2013 - June 2014
Pat Tillman Foundation February 2012 - September 2012
US Navy August 2004 - November 2010
Skills
Editing, Final Cut Pro, Video Editing, Cinematography, Screenwriting, Directing, Creative Writing, Multimedia, Video, Film, Digital Photography, Photoshop, Public Speaking, Social Media, Social Networking, Microsoft Office, Foreign Languages, Videography, Customer Service, Acting, Storytelling, PowerPoint, Strategic Planning, Microsoft Word, English, Research, Teaching, Red Camera, Canon DSLR, Lighting Design, Blogging, Microsoft Excel, North Korea, Windows, Outlook, Budgets, Negotiation, Nikon DSLR, Final Cut Pro X, Apple DVD Studio Pro 4, Playstation, PeopleSoft, 85 WPM, Apple Compressor 4, Castlevania, Final Fantasy games, Earthbound, Nintendo, Sega, South Korea
Education
Arizona State University 2011 — 2013
Bachelor's Degree, Filmmaking Practices, 3.79
Defense Language Institute 2009 — 2010
Certificate of completion, Modern Standard Arabic, 3.5
연세대학교 / Yonsei University 2007 — 2007
Certificate of completion, Korean
Defense Language Institute 2005 — 2006
Associate's degree, Korean, 3.7
Arizona State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
Miller Russell Associates June 2015 - Present
Electronic Arts (EA) August 2013 - June 2014
Pat Tillman Foundation February 2012 - September 2012
US Navy August 2004 - November 2010
Skills
Editing, Final Cut Pro, Video Editing, Cinematography, Screenwriting, Directing, Creative Writing, Multimedia, Video, Film, Digital Photography, Photoshop, Public Speaking, Social Media, Social Networking, Microsoft Office, Foreign Languages, Videography, Customer Service, Acting, Storytelling, PowerPoint, Strategic Planning, Microsoft Word, English, Research, Teaching, Red Camera, Canon DSLR, Lighting Design, Blogging, Microsoft Excel, North Korea, Windows, Outlook, Budgets, Negotiation, Nikon DSLR, Final Cut Pro X, Apple DVD Studio Pro 4, Playstation, PeopleSoft, 85 WPM, Apple Compressor 4, Castlevania, Final Fantasy games, Earthbound, Nintendo, Sega, South Korea
Education
Arizona State University 2011 — 2013
Bachelor's Degree, Filmmaking Practices, 3.79
Defense Language Institute 2009 — 2010
Certificate of completion, Modern Standard Arabic, 3.5
연세대학교 / Yonsei University 2007 — 2007
Certificate of completion, Korean
Defense Language Institute 2005 — 2006
Associate's degree, Korean, 3.7
Arizona State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
Will Froelich, CFA, CFP® Will Froelich, CFA, CFP®'s Miller Russell Associates Experience May 2015 - Present
Job Client Advisor at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates May 2015 - Present
GenSpring Family Offices January 2014 - May 2015
GenSpring Family Offices November 2011 - December 2013
GenSpring Family Offices December 2009 - November 2011
GenSpring Family Offices May 2007 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Management, Analysis, Tax, Alternative Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
Masters of Finance, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
Finance, Finance, General
Miller Russell Associates May 2015 - Present
GenSpring Family Offices January 2014 - May 2015
GenSpring Family Offices November 2011 - December 2013
GenSpring Family Offices December 2009 - November 2011
GenSpring Family Offices May 2007 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Management, Analysis, Tax, Alternative Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
Masters of Finance, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
Finance, Finance, General
Colton Sanchez Colton Sanchez's Miller Russell Associates Experience February 2015 - May 2015
Job UIT Internal Wholesaler
Industry Financial Services
Experience
First Trust August 2015 - Present
First Trust June 2015 - August 2015
De Rito Partners January 2014 - June 2015
Miller Russell Associates February 2015 - May 2015
American Realty Capital Properties May 2014 - August 2014
Kimco Realty Corporation January 2014 - May 2014
Harrison Properties LLC May 2013 - September 2013
Ski Pro November 2012 - March 2013
Private October 2010 - July 2012
De Rito Partners September 2010 - August 2011
Skills
Microsoft Excel, Finance, Microsoft Word, Management, Real Estate, Public Speaking, PowerPoint, Commercial Real Estate, Retail, Advertising, Leases, Customer Service, Mathematics, Spanish
Education
Arizona State University 2011 — 2015
Bachelor, Finance, General
First Trust August 2015 - Present
First Trust June 2015 - August 2015
De Rito Partners January 2014 - June 2015
Miller Russell Associates February 2015 - May 2015
American Realty Capital Properties May 2014 - August 2014
Kimco Realty Corporation January 2014 - May 2014
Harrison Properties LLC May 2013 - September 2013
Ski Pro November 2012 - March 2013
Private October 2010 - July 2012
De Rito Partners September 2010 - August 2011
Skills
Microsoft Excel, Finance, Microsoft Word, Management, Real Estate, Public Speaking, PowerPoint, Commercial Real Estate, Retail, Advertising, Leases, Customer Service, Mathematics, Spanish
Education
Arizona State University 2011 — 2015
Bachelor, Finance, General
Lia Baggao, AIF®'s Miller Russell Associates Experience January 2013 - March 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
James Sean McGettigan, CPA, CGMA James Sean McGettigan, CPA, CGMA's Miller Russell Associates Experience January 2013 - November 2014
Job Tax Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP November 2014 - Present
Miller Russell Associates January 2013 - November 2014
Miller Russell Associates December 2011 - December 2012
Scottsdale Community College December 2011 - May 2012
GenSpring Family Offices June 2008 - December 2011
Arizona State University August 2007 - May 2008
Insight May 2007 - August 2007
Skills
Tax Preparation, Wealth Management, Personal Financial..., High Net Worth..., Monte Carlo Simulation, Asset Allocation, Partnership Taxation, Trust Taxation, Estate Tax Planning, Personal Tax Planning, Inheritance Tax Planning, Business Tax Planning, University Teaching, Financial Planning, Financial Analysis, Finance, Tax, Investments, Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MTAX, Taxation
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Accounting
Grant Thornton LLP November 2014 - Present
Miller Russell Associates January 2013 - November 2014
Miller Russell Associates December 2011 - December 2012
Scottsdale Community College December 2011 - May 2012
GenSpring Family Offices June 2008 - December 2011
Arizona State University August 2007 - May 2008
Insight May 2007 - August 2007
Skills
Tax Preparation, Wealth Management, Personal Financial..., High Net Worth..., Monte Carlo Simulation, Asset Allocation, Partnership Taxation, Trust Taxation, Estate Tax Planning, Personal Tax Planning, Inheritance Tax Planning, Business Tax Planning, University Teaching, Financial Planning, Financial Analysis, Finance, Tax, Investments, Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MTAX, Taxation
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Accounting
David Westra David Westra's Miller Russell Associates Experience November 2006 - Present
Job Partner at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates November 2006 - Present
Avnet, Inc 2002 - 2006
eFunds 2001 - 2002
Deloitte 1999 - 2001
Bankers Trust Company 1992 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Miller Russell Associates November 2006 - Present
Avnet, Inc 2002 - 2006
eFunds 2001 - 2002
Deloitte 1999 - 2001
Bankers Trust Company 1992 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Evan Judge, CFP® Evan Judge, CFP®'s Miller Russell Associates Experience February 2013 - Present
Job Client Advisor at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2010 - February 2013
RSM McGladrey June 2009 - August 2009
Olympus Financial Advisors May 2007 - August 2008
Skills
Portfolio Management, Cash Flow, Transactional Analysis, Investments, Asset Allocation
Education
University of Arizona, Eller College of Management 2008 — 2010
MBA, Finance
University of Arizona, Eller College of Management 2008 — 2010
Masters, Master in Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2006
Bachelors, Business
CERTIFIED FINANCIAL PLANNER™ Certificant
CHARTED FINANCIAL CONSULTANT™ Certificant
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2010 - February 2013
RSM McGladrey June 2009 - August 2009
Olympus Financial Advisors May 2007 - August 2008
Skills
Portfolio Management, Cash Flow, Transactional Analysis, Investments, Asset Allocation
Education
University of Arizona, Eller College of Management 2008 — 2010
MBA, Finance
University of Arizona, Eller College of Management 2008 — 2010
Masters, Master in Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2006
Bachelors, Business
CERTIFIED FINANCIAL PLANNER™ Certificant
CHARTED FINANCIAL CONSULTANT™ Certificant
Jim LaMancusa's Miller Russell Associates Experience September 2000 - Present
Job Retirement Plan Specialist at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates September 2000 - Present
Education
Arizona State University
Miller Russell Associates September 2000 - Present
Education
Arizona State University
Ron McKee's Miller Russell Associates Experience February 2013 - Present
Job Senior Client Support Admin at Miller/Russell & Associates
Industry Financial Services
Experience
Miller Russell Associates February 2013 - Present
GenSpring Family Offices July 2005 - January 2013
Deutsche Asset Management March 1997 - December 2002
Skills
Equities, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Fund Of Funds, Wealth Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Securities, Investment Strategies, High Net Worth..., Business Analysis
Education
University of Arizona 1990 — 1996
BSBA, Finance
Miller Russell Associates February 2013 - Present
GenSpring Family Offices July 2005 - January 2013
Deutsche Asset Management March 1997 - December 2002
Skills
Equities, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Fund Of Funds, Wealth Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Securities, Investment Strategies, High Net Worth..., Business Analysis
Education
University of Arizona 1990 — 1996
BSBA, Finance
Drew Phillips, MBA's Miller Russell Associates Experience February 2014 - Present
Job Investment Analyst at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates February 2014 - Present
KeatsConnelly May 2008 - February 2014
Inpulse Response Group December 2003 - October 2007
Discover Financial Services March 2001 - October 2003
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Management, Trading, Process Improvement, Strategic Planning, Business Strategy, Asset Allocation, Wealth, Investment Advisory, Personal Finance, Investment Strategies, Asset Management
Education
Grand Canyon University 2009 — 2011
Master's of Business Administration, Finance, 3.9 GPA
Arizona State University West 2005 — 2008
BS, Finance
Miller Russell Associates February 2014 - Present
KeatsConnelly May 2008 - February 2014
Inpulse Response Group December 2003 - October 2007
Discover Financial Services March 2001 - October 2003
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Management, Trading, Process Improvement, Strategic Planning, Business Strategy, Asset Allocation, Wealth, Investment Advisory, Personal Finance, Investment Strategies, Asset Management
Education
Grand Canyon University 2009 — 2011
Master's of Business Administration, Finance, 3.9 GPA
Arizona State University West 2005 — 2008
BS, Finance
Katie Stuyvenberg, CFP®'s Miller Russell Associates Experience March 2013 - Present
Job Senior Client Associate at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates March 2013 - Present
GenSpring Family Offices July 2009 - January 2013
University of Arizona March 2008 - May 2009
Arizona Retail Advisors, LLC June 2008 - August 2008
Skills
Investments, Strategic Financial..., Wealth Management, Estate Planning, Tax
Education
University of Arizona, Eller College of Management 2005 — 2009
BSB, Finance
Miller Russell Associates March 2013 - Present
GenSpring Family Offices July 2009 - January 2013
University of Arizona March 2008 - May 2009
Arizona Retail Advisors, LLC June 2008 - August 2008
Skills
Investments, Strategic Financial..., Wealth Management, Estate Planning, Tax
Education
University of Arizona, Eller College of Management 2005 — 2009
BSB, Finance
Jess Cobb's Miller Russell Associates Experience June 2015 - Present
Job Process and Project Manager at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates June 2015 - Present
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2006 - January 2013
GenSpring Family Offices June 2006 - January 2013
Sherwin Williams October 2001 - April 2006
Skills
Operations Management, Project Management, Process Improvement, Report Writing, Records Management, Change Management, Fast Learner, Result Oriented, Goal Oriented, Highly detail oriented, Technical Analysis, Asset Allocation, Business Analysis, Investment Advisory, Investment Strategies, Alternative Investments, Portfolio Management
Education
Northern Arizona University 2008 — 2010
Master, Master of Administration
Baldwin-Wallace College 2000 — 2002
BS, Business Administration
Miller Russell Associates June 2015 - Present
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2006 - January 2013
GenSpring Family Offices June 2006 - January 2013
Sherwin Williams October 2001 - April 2006
Skills
Operations Management, Project Management, Process Improvement, Report Writing, Records Management, Change Management, Fast Learner, Result Oriented, Goal Oriented, Highly detail oriented, Technical Analysis, Asset Allocation, Business Analysis, Investment Advisory, Investment Strategies, Alternative Investments, Portfolio Management
Education
Northern Arizona University 2008 — 2010
Master, Master of Administration
Baldwin-Wallace College 2000 — 2002
BS, Business Administration
Eric Peterson, CFA's Miller Russell Associates Experience April 2014 - Present
Job Senior Investment Analyst at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates April 2014 - Present
Symphony Asset Management June 2009 - March 2014
Symphony Asset Management August 2007 - May 2009
Symphony Asset Management August 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Equity Valuation, Asset Management, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Equity Research, Investment Management, Investment Banking, Trading, Fixed Income
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
Master of Business Administration (MBA)
Sciences Po Paris 2005 — 2005
Business and European Integration Program
University of Arizona
Business Administration, Finance, Accounting
Institute for American Universities (Aix-en-Provence, France) 2003 — 2003
Miller Russell Associates April 2014 - Present
Symphony Asset Management June 2009 - March 2014
Symphony Asset Management August 2007 - May 2009
Symphony Asset Management August 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Equity Valuation, Asset Management, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Equity Research, Investment Management, Investment Banking, Trading, Fixed Income
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
Master of Business Administration (MBA)
Sciences Po Paris 2005 — 2005
Business and European Integration Program
University of Arizona
Business Administration, Finance, Accounting
Institute for American Universities (Aix-en-Provence, France) 2003 — 2003
Maria Mendolia's Miller Russell Associates Experience January 2012 - Present
Job Executive Assistant to CEO & Chairman at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University