![Sally Victoria Miller](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
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.
Ehemalige bekannte Positionen von Sally Victoria Miller
Unternehmen | Position | Ende |
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Kraft Asset Management LLC
![]() Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Portfolio Manager-Aktien | 01.01.2021 |
Ausbildung von Sally Victoria Miller
The University of North Carolina at Wilmington | Undergraduate Degree |
Campbell University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Kraft Asset Management LLC
![]() Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Finance |