Sally Victoria Miller

Sally Victoria Miller

Nessuna posizione attualmente

Consumer Services
Finance

Profilo

Ms. Sally V.
Miller is an Associate Wealth Advisor at Kraft Asset Management LLC.
In this role, she assists the KAM wealth advisors with the management of client relationships and portfolios.
Ms. Miller also actively participates in the advanced planning process to address retirement, estate, and tax considerations.
She then uses this information for investment plan development, portfolio design, and the implementation and management of client portfolios.
She has over three years of experience as a trust advisor and has over five years of experience in the legal field.
She received her B.A., Political Science & Sociology degree from The University of North Carolina at Wilmington and a Master of Trust & Wealth Management degree from Campbell University.

Precedenti posizioni note di Sally Victoria Miller

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/01/2021
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Formazione di Sally Victoria Miller

The University of North Carolina at Wilmington Undergraduate Degree
Campbell University Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

1

Relazioni di 1° grado

3

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Uomo

Donna

Amministratori

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Società collegate

Aziende private1

Finance

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