![Stephen Miller](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Stephen Miller
Plus aucun poste en cours
Profil
Prior to joining Round Table Services, Mr. Miller obtained experience as an investment oriented financial counselor with Citicorp Investment Services.
Mr. Miller holds a BBA in Finance from Baylor University and is a Certified Financial Planner.
Anciens postes connus de Stephen Miller
Sociétés | Poste | Fin |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Analyst-Equity | 31/12/2009 |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Corporate Officer/Principal | - |
Formation de Stephen Miller
Baylor University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 2 |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Finance |