Miller/Russell & Associates
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Miller/Russell & Associates Employees
Pacwest Financial Management January 2015 - Present
Bowers Financial Services, LLC July 2014 - January 2015
Miller/Russell & Associates 2007 - 2013
Vanguard 2003 - 2007
Bowers Financial Services, LLC 2001 - 2003
Charles Schwab 1992 - 2001
Souders and Associates, Inc 1991 - 1992
Security Pacific Bank 1979 - 1990
Skills
Wealth Management, Investment Advisory, Portfolio Management, Securities, Investment Management, Estate Planning, Investments, Financial Analysis, Fixed Income, Financial Advisory, ETFs, Bonds, Finance, Banking, Asset Allocation, Strategic Financial..., Financial Markets, Retirement Planning, Mutual Funds, High Net Worth..., IRAs, Wealth Management..., Alternative Investments, Investment Strategies, Series 65, Insurance, Asset Management, Equities, Financial Planners, Wealth, Options, Client Relations Skills, Financial Planning
Education
Iowa State University 1969 — 1973
B.S., Major in Economics, Minor in Business
University of Colorado Boulder
ABA School of Bank Investments
University of Washington
Pacific Coast Banking School
Unitedweb December 2014 - Present
Taylor Morrison February 2014 - December 2014
Wells Fargo September 2013 - February 2014
Insight June 2012 - September 2013
Miller/Russell & Associates May 2011 - June 2012
ASU Gammage May 2009 - June 2012
Education
Arizona State University 2008 — 2012
Bachelor’s Degree, Psychology, Political Science
Red Mountain High School 2003 — 2008
High School
Apollo Education Group August 2015 - Present
Arizona State Credit Union June 2015 - August 2015
Arizona State Credit Union July 2013 - June 2015
U.S. Bank January 2013 - June 2013
Dignity Health August 2012 - May 2013
Miller/Russell & Associates January 2012 - May 2012
U.S. Bank September 2010 - January 2012
Phoenix Channel 11 January 2010 - May 2010
William H Barchilon, LLC/Barchilon Realty Group, LLC December 2008 - June 2009
Skills
Public Relations, Press Releases, Social Media, AP Style, Advertising, News Writing, Media Relations, Marketing, Video Editing, Team Leadership, Video Production, Broadcast Journalism, Public Speaking, Web Editing, Image Editing, Coordinating Events, Web Content, Writing, Speech Writing, Research Projects, Event Management, Campaign Plans, Time Management, Internal Communications, Strategic Communications, Event Planning, WordPress, Commercial Banking, Marketing Communications, Corporate Communications, Crisis Communications, Social Networking
Education
Arizona State University 2009 — 2013
Bachelor of Arts, Journalism and Mass Communication
Apache Junction High School 2005 — 2009
Edward Jones June 2013 - Present
Colliers International Phoenix March 2013 - May 2013
Steven A. Kaiblinger, CPA January 2013 - April 2013
New Venture Group (nVg) August 2011 - May 2012
Augmented Innovations April 2011 - May 2012
AIESEC February 2009 - May 2012
Miller/Russell & Associates May 2011 - August 2011
U-Haul International, Inc. May 2010 - July 2010
Ford Motor Company February 2010 - May 2010
Data Devils, LLC August 2009 - March 2010
Skills
Java, JavaScript, C#, VBA, Morningstar Direct, Microsoft Excel, SharePoint, Mind Mapping, Advent Axis, Advent Qube, Portfolio Management, Investments, Client Liaison, Microsoft Access, Apartment Insights, Adobe Design Programs, Pierce Eislen, CoStar, Access
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor, Finance
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelors of Science, Finance
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
The Hartford June 2015 - Present
Gingerbread Shed Corporation August 2013 - February 2014
City of Tempe October 2011 - December 2013
Miller/Russell & Associates May 2013 - August 2013
FranklinCovey June 2012 - January 2013
Target May 2010 - August 2011
Chaves & Associates May 2009 - June 2010
Skills
Marketing, Management, Leadership, Communication, Task Management, Customer Service, Time Management
Education
Arizona State University 2010 — 2014
Bachelor of Arts (BA), Business/Corporate Communications
Charles Schwab May 2014 - May 2015
Charles Schwab November 2012 - May 2014
Miller/Russell & Associates August 2012 - November 2012
Pangea Wealth Management March 2011 - June 2012
Vibrant Apparel May 2010 - May 2012
Attorney Andrew M. Hull August 2009 - July 2011
Clash Booster Club April 2009 - October 2009
Sunshine Soccer League April 2005 - August 2009
Celestial Care (Hospice Services) November 2006 - November 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Economics, Teamwork, Social Media, Writing, Data Entry, Photoshop, Salesforce.com, Facebook, Social Networking, Social Media Marketing, Marketing, Time Management, Management, Microsoft Excel
Education
Grand Canyon University 2009 — 2012
B.S., Finance and Economics
Brophy College Preparatory 2005 — 2009
English, Physics, Chemistry, History, Geometry, Calculus, Algebra
Harvest Furniture April 2015 - Present
Harvest Furniture December 2014 - April 2015
BNY Mellon August 2013 - December 2014
BNY Mellon May 2013 - July 2013
Miller/Russell & Associates November 2012 - April 2013
First Financial Equity Corporation August 2012 - November 2012
Honeywell Aerospace May 2012 - August 2012
Avnet November 2011 - May 2012
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Customer Service, Financial Analysis, PowerPoint, SAP, Essbase, Morningstar Direct, Advent Axys
Education
Cañada College 2015 — 2017
Interior Design
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelor's Degree, Finance
Dimensional Fund Advisors August 2014 - Present
ASU Student Investment Management Fund August 2013 - May 2014
Dimensional Fund Advisors May 2013 - August 2013
Miller/Russell & Associates August 2011 - April 2013
The Hammers Company, Inc. (NSROC II - NASA Sounding Rocket Operations Contract) May 2011 - August 2011
First United Methodist Church of Gilbert August 2006 - August 2010
Skills
Excel, Word, Access, PowerPoint, Fund Analysis, 401k, Consulting, Wealth Management, Strategic Financial..., Investments, Financial Modeling, Wealth Management..., Financial Analysis, Alternative Investments, Asset Allocation, Economics, Estate Planning, Securities, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Retirement Planning, Asset Management, High Net Worth..., Personal Financial..., Investment Strategies, Finance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Economics
Blend May 2014 - May 2015
Miller/Russell & Associates August 2011 - May 2014
Arizona State University 2011 - 2011
Kamehameha Schools June 2010 - August 2010
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Investment Advisory, Finance, Wealth Management..., Financial Advisory, Pensions, Management, Financial Modeling, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Strategic Financial..., Retirement Planning, Estate Planning, Asset Management, Securities
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Corvinus University of Budapest 2010 — 2010
Business
Punahou School