W. Bruce Miller

About W. Bruce Miller

We provide financial leadership to successful families and business owners. Our holistic approach to wealth enhancement includes investment consulting, tax mitigation, wealth transitions, and philanthropy. We coordinate with your CPA, attorneys, and our network of thought leaders to deliver optimal financial impact. We serve clients who appreciate extraordinary value and attention to their unique circumstances.

Experience

1. Co-founder & President

   Profi - Professional Financial Planning

   Dec 2018 — Present · UT, US

   professional financial planning

Education

• Brigham Young University

  MBA

  1999 — 2001

• Pacific Coast Banking School

  Diploma

  2002 — 2004

• Brigham Young University

  BS

  1989 — 1995

• University of Washington

  Payments Institute

  1998 — 1998

• Vanderbilt University

  Graduate School of Bank Operations and Technology

  1998 — 1999

Skills

• Saas
• Market Research
• Business Development
• IT Management
• Wealth Management
• Finance
• Cloud Computing
• Project Management
• Accounting
• Portfolio Management
• Start-Ups
• Loans
• Marketing Strategy
• Executive Management
• Business Planning
• IT Operations
• Strategic Financial Planning
• Business Analysis
• Training
• New Business Development
• Financial Services
• Crm
• Team Leadership
• Analytics
• Retirement Planning
• Business Strategy
• IT Strategy
• Commercial Banking
• Financial Analysis
• Networking
• Entrepreneurship
• Banking
• Mutual Funds
• Sales
• Risk Management
• Account Management
• Strategy
• Database Marketing
• Marketing
• Estate Planning