Dave Milz

About Dave Milz

With over four years of experience as a Relationship Banker, I am passionate about delivering world-class customer service and tailored financial solutions to meet the unique needs of my clients. I hold Series 6, 63, and CA Insurance licenses, which enable me to offer a wide range of products and services, such as investments, mortgages, and business loans.As a Senior Relationship Banker at Wells Fargo, I manage an extensive portfolio of customers, building and maintaining lasting relationships through continuous communication and follow-up. I also partner with a cross-functional team of Financial Advisors, Mortgage Bankers, and Business Relationship Managers, to connect customers to experts and address their specialized needs. I have a proven track record of exceeding sales and referral goals, as well as contributing to the overall success of the branch and the company.

Experience

1. Chief Operations Officer

   Sutherland Distilling Company Llc

   Apr 2024 — Present · Livermore, CA, US

Education

• University of the Pacific

  Bachelor’s Degree, Business Administration, Specialization: Finance & Real Estate

  2004 — 2008

• Santa Clara University

  CAAP - Certificate of Advanced Accountancy Proficiency, Accounting

  2011 — 2011

Skills

• Financial Accounting
• Critical Thinking
• Management
• General Ledger
• Inventory Management
• Accounts Payable
• Data Entry
• Outstanding Customer Service
• Customer Service
• Forecasting
• Strategic Planning
• Finance
• Accounting
• Research
• Internal Audit
• Financial Analysis
• Auditing
• Leadership
• Variance Analysis
• Internal Controls
• Social Networking
• Data Analysis
• Cash Flow
• Crm
• Financial Statements
• Training
• Outlook
• Time Management
• Microsoft Word
• Excel
• Payroll
• Microsoft Office
• Financial Reporting
• Powerpoint
• Microsoft Excel
• Investments
• Word
• Accounts Receivable
• Social Media
• Generally Accepted Accounting Principles (Gaap)