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Luke Miller
Mid-level wealth analyst specializing in high-net-worth client advisory support
City National BankEdgewood CollegeBeverly Hills, CA9 Years ExperienceMid LevelWorks On-Site
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Experience
Wealth Analyst, Assistant Vice PresidentCity National Bank · Jul 2022 – Present
Investment Services AssociateCity National Rochdale · May 2019 – Jul 2022
Wealth Management Intern & Office AssistantEnRich Financial Partners · Jan 2016 – Jan 2019internship
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Education
Edgewood Collegebachelor, Business: Finance Concentration with a Computer Science minor (2019)
Skills
SalesforceClient Relationship SupportBusiness Development SupportExcelInvestment & Portfolio AnalysisCross-Functional CoordinationHigh Attention to DetailRelationship ManagementPortfolio Review MaterialsInvestment ProposalsAsset AllocationCash Flow AnalysisScenario AnalysisPerformance AnalysisMeeting Coordination
Languages
English
Certifications
Series 7Series 66Passed Level 1 CFA Exam
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