Moriah Miller
Aspiring CFP Professional | FinTech Focused 🏦| Digital Media & Geek Culture Enthusiast 🎮
- Role
- Portfolio Optimization Associate at Empower
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Moriah Miller
My career is about as non-linear as it gets. The benefit? Diversity, originality and…
Experience
Portfolio Optimization Associate
Jan 2023 — Present
Create, monitor, and rebalance the target allocations of employer-sponsored retirement accounts, utilizing Pontera software to manage $3 billion in assets under management- Perform rigorous quality control and internal system setup of 70+ new portfolios per month to identify potential errors during implementation and mitigate risks to the firm- Place portfolio and account level customizations to facilitate tax-efficient strategy buildouts and accommodate client preferences including socially responsible investing and private equity offerings- Analyze the performance and viability of investment options within HSA, 529 and non-managed employer-sponsored plans for optimal fund selection, ensuring recommendations align with client goals and risk tolerance.
Education
Kent State University
Associate's degree
Kent State University
Bachelor of Business Administration (B.B.A.)
Skills
- Microsoft Office
- Research
- Public Speaking
- Jmp
- Microsoft Word
- Customer Service
- Management
- Powerpoint
- Microsoft Excel
- Leadership
- Sap Erp
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