Customer Service Sales

Joshua M. Miller

949-***-**** **** River Ave, Apt B, Newport Beach, CA 92663

************@*****.***

PROFESSIONAL SUMMARY

Result driven energetic financial professional skilled at meeting

challenges and known for taking initiative. A self-starter capable of

efficiently functioning with minimum supervision but also flexible and able

to work well in a team environment. Very organized with great time

management and multi-tasking skills. Five plus years of relationship

development and management along with experience in investor relations,

financial analysis and budgeting. Skilled in analyzing financial statements

with strong written and verbal communication skills. Comfortable

interacting with all levels of the organization, analysts, investors and

the public. A quick learner with a desire for both personal and business

growth.

PROFESSIONAL EXPERIENCE

29th Street Capital, Irvine, CA

Investor Relations Specialist, April 2014 - Present

Investor Relations

. Created individual quarterly investor summary reports in salesforce

for more than 350 investors and over 30 investment property funds

. Head lined in the preparation & coordination of quarterly/annual

financial reporting press releases, as well as the communication of

other company developments

. Organized and created non-deal road shows & other marketing events to

sell the investment property to potential investors

. Add new investors/properties/deals/and funds in salesforce

. Create Limited Partner subscription documents in salesforce and sent

through docusign. Tracked the documents with excel for new investment

contributions from our investors subscribing to new investments

. Created all policies and procedures for all salesforce investor and

fund activity transaction

. Develop & maintain an overall financial communication strategy and

plan

. The first point of contact for investors to assist with all stages of

the investment process from raising the initial equity to collecting

the equity and closing the investment

. First point of contact for all investor needs and manages their

investor reports for the $500 million we have currently raised in

funding

. Provides direct sales support to the CEO & Managing Director of Multi-

Family division in raising equity commitments of between $2-10 million

per investment.

Accounting

. Updated Fund distribution excel reports quarterly to be uploaded into

salesforce

. Upload all investor and fund transaction from excel into Salesforce

quarterly

. Mail merged investor distribution invoice statements into Bill.com to

be paid quarterly

. Responsible for monthly reconciliation of all company bank accounts in

QuickBooks

. Tasked with syncing bill.com with QuickBooks daily to make sure all

bills have been paid daily

. Responsible for inputting all journal entries into QuickBooks every

month to properly reconcile the Bank accounts

. Responsible for creating all new entity corporate filings, EIN filings

and creating business bank accounts

. In charge of inputting all multi-family property budgets into

QuickBooks

. Managed all bank deposits and input into QuickBooks for all entities

PACIFIC UNIFIED INSURANCE, Lawndale, CA

Risk Consultant and Producer, July 2012 - February 2014

. Consult small to medium size business clients on insurance and risk

management products to provide industry specific insurance programs

and risk management tools

. Developed Key relationships with decisions makers to help budget risk

solutions into yearly financial forecasting through Excel and

QuickBooks

. Evaluate financial statements and interpret the results to implement

cost saving financial products

. Leverage many financial solutions to limit the insured's potential

yearly risk

. Created a tactical marketing sales strategy utilizing Excel and

Salesforce to present to potential new clients the risk management

products specific for their industry

. Worked with Real Estate Investors to fit the insurance solutions with

their budgeting tools to maximize each investments total debt to

income

. Conducted ongoing research to become an expert in the risk management

concerns for specific clients and industries

. Utilized Excel, Salesforce and Conga merger fields to sort data and

create parameters to market risk solutions to specific clients and

industries

WELLS FARGO BANK N.A., Costa Mesa, CA

Personal Banker, February 2010 - July 2012

Managed a book of business of personal clients as well as small to

medium sized businesses to provide customer service on a day to day

basis

Analyze complex consumer and business client financial goals and

financial documents to educate and recommend uniquely personalized

solutions

. Develop specific techniques to discover lending needs and interpret

financial statements to achieve the best approval results

. Managed my time efficiently by mutli-tasking and maintaining

organization as my book of clients increased through SVP and Excel

. Worked closely with management and higher level partners to provide

the proper financial solutions specific for each client

. Ongoing training to understand how to interpret numbers, data and

trends to make effective decisions

. Consistently over 100% of sales quota on financial analysis and

implementation of personal and commercial credit products per quarter

EDUCATION

NORTHEASTERN UNIVERSITY, Boston, MA

Coursework: Financial Reporting & Analysis I&II Sep12, 2011-Oct

22, 2011 & Jan 09, 2012-Feb 22, 2012

ORANGE COAST COLLEGE, Costa Mesa, CA

Coursework: Financial Accounting

June 2011-August 2011

ASSUMPTION COLLEGE, Worcester, MA

Bachelor of Arts Degree: Marketing with a minor in Finance

May 2007

Accomplishments: 4 Years Men's Varsity Soccer in Top Division II

Conference

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