Jeff Miller

Fondateur chez Courage Miller Partners LLC

Profil

Mr. Jeffrey S.
Miller is a Managing Member at Courage Miller Partners LLC.
He is also a Co-founder of the firm.
He serves Families, Trusts, and business owners as their Financial Planner and Investment Portfolio Manager.
He is also a Retirement Plan Consultant serving as a Fiduciary to retirement plans across multiple industries including health care, legal services and construction.
In addition to ongoing retirement plan engagements, he serves as an independent consultant for many plan sponsors to provide an assessment of current plan design and structure and Fee Benchmarking to evaluate current costs for plans based on current service providers and plan format.
Prior to entering the Financial Services industry in 2007 with a Global Wealth Management and Investment Banking Firm, Mr. Miller worked in the finance organizations of IBM and the Duke University Health System.
He graduated from Virginia Tech where he received his Bachelor of Science degree, Cum Laude, in Biochemistry and his Master of Accountancy.
He has received his Accredited Wealth Management Advisor credential from the College for Financial Planning and his Accredited Investment Fiduciary (AI) Designation from the Center for Fiduciary Studies.

Postes actifs de Jeff Miller

Sociétés	Poste	Début
Courage Miller Partners LLC	Fondateur	08/08/2008

Anciens postes connus de Jeff Miller

Sociétés	Poste	Fin
Duke University Health System, Inc.	Corporate Officer/Principal	-

Formation de Jeff Miller

Virginia Polytechnic Institute & State University

Graduate Degree