Sally Victoria Miller

Sally Victoria Miller

Plus aucun poste en cours

Consumer Services
Finance

Profil

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.

Anciens postes connus de Sally Victoria Miller

SociétésPosteFin
Gestionnaire de Portefeuille-Actions 01/01/2021
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Formation de Sally Victoria Miller

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

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