Financial Adviser

Bethany Miller ** West End Ave, New York, NY *****

****.******.***@*****.*** • 256-***-****

Overview

Dynamic professional with a strong foundation in finance, technology, and sustainability, seeking to leverage my diverse expertise in a new role. Experienced in client relationship management, financial analysis, and cybersecurity, I aim to contribute to innovative solutions within a forward-thinking organization. Certifications

Securities Industry Essentials (SIE), Financial Industry Regulatory Authority (FINRA). Harvard Business Analytics Program, Harvard University. Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute. Environmental, Social & Governance (ESG) Specialization, Corporate Finance Institute. Professional Experience

Account Manager and ERG Co-Chair, The Select Group, New York, NY May 2022 – Present The Select Group is a technical consulting firm that provides custom managed services for Fortune 500 companies.

• Broke into multiple Fortune 50 accounts, resulting in top company-wide growth in 2022.

• Manage full sales cycle, including client relationship building, technology pilot plan development, financial breakdown creation, contract design, recruitment of contractors, and overseeing project management operations.

• Develop and present client proposals to executive stakeholders, leading to over $2 million in annual portfolio growth.

• Conduct risk analysis, financial assessments, and market trend evaluations to provide strategic M&A consulting recommendations.

Financial Advisor, Prudential Advisors, New York, NY Mar 2024 – Present

• Financial Analysis & Strategy: Develop investment strategies using data analysis and market research; assist in structuring and executing financial transactions.

• Client Engagement: Create and deliver compelling client pitches and presentations, demonstrating strong communication and interpersonal skills.

Account Executive Consultant Manager, Verizon, New York, NY Feb 2021 – May 2022

• Led and developed a B2B technology consulting team, overseeing the recruitment, and training of new hires.

• Installed, researched, and tested business IoT technologies specifically designed for metropolitan areas. Projects Won

Network Architecture Solutions for Major City (Value: $5.25 million) Overview: After a major cybersecurity breach, the city enhanced its network infrastructure by redesigning the network and re-IPing an IPv4 environment. The project involved upgrading Cisco-based voice systems from version 10.x to 12.5, including VLAN and IP network mapping, and overhauling SCADA devices with new hardware and integrating WAN and LAN infrastructure. Expertise Used: Network Architecture, Network Engineering, Project Management Outcome: Delivered comprehensive monitoring, maintenance, administration, and performance management with 24x7 support. Led technical troubleshooting, root cause identification, and business strategy development. The project included rebuilding and reorganizing the engineering team to enhance communication strategies, developing templates for new building networks, implementing standards and guidelines for the engineering and on-site teams. Additionally, integrated SDWAN solutions into the production environment, redesigned WAN integration for AWS/Azure hosted solutions, and streamlined device replacement and software upgrade processes with standardized templates.

Bethany Miller 75 West End Ave, New York, NY 10023 ****.******.***@*****.*** • 256-***-****

Project Management Organization Transformation for Large County (Value: $5.14 million) Overview: A large county needed to move datacenters and enhance its network infrastructure footprint, requiring a comprehensive strategy for transformation. Expertise Used: Program Management, Project Management, Project Coordination, Operations Outcome: Established a robust Project Management Office (PMO) for the county, delivering best-in-class project execution and oversight. Developed essential project deliverables and methodologies, significantly improving the efficiency and success rates of county projects. Quality Security Assessors Services for Major Retailer (Value: $257,000) Overview: Provided Cybersecurity services to the world’s largest retailer to ensure compliance with Payment Card Industry Data Security Standards.

Expertise Used: Quality Security Assessments, Information System Security, Network Auditing Outcome: Conducted comprehensive security assessments, problem identification, system architecture definition, hardware/software specification and/or design, implementation, testing, client training, and deployment. Led all technical aspects of delivery, ensuring customer satisfaction and accurate timekeeping for billing processes. Demonstrated expert knowledge in applicable discipline principles, theories, and concepts. Experience

Industry: Entertainment, Financial, Local Government, Media, State (SLED), Telecommunications. Financial: 3-Statement Modeling, Accounting Principals and Standards, Budgeting and Forecasting, Business Valuation, Comparable Valuation Analysis, Dashboards & Data Visualization, DCF Valuation Modeling, Financial Analysis, FP&A Monthly Cash Flow Forecast Model, Leveraged Buyout (LBO) Modeling, Mergers & Acquisitions

(M&A) Modeling, Operational Modeling, PowerPoint & Pitchbooks, Scenario & Sensitivity Analysis in Excel. Technical: Cloud, Cybersecurity, Data Transformation & Forecasting, Digital Transformation, Infrastructure & Network Services, Operations, Project Management, Service & Support, Software Development, Training & Development.

Sustainability: Carbon Market, Climate Risk Management, Corporate Governance, ESG Disclosure, ESG Integration & Financial Analysis, Greenhouse Gas Accounting, Human Capital Management. Cybersecurity: Identity Management, Mobile Device Management MDM, Project Management, QSA PCI DSS. Software and Tools: ARENA, B360, Bloomberg, Bullhorn, CURA, Excel Solver, Jira Cloud, LEKIN, LINGO, Macro, Microsoft Office Suite, Microsoft Project, Optix, Outlook, Power BI, Qlik Sense, Salesforce, SketchUp, Teams, Visio. Coding: Python, VBA.

Languages: English (native), Portuguese (elementary). Education

Bachelor of Science in Commerce and Business Administration May 2015 – May 2020 Double Major: Finance and Operations Management

The University of Alabama, Tuscaloosa, AL

National Society of Academic Excellence

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