Katie Miller

Katie Miller

Plan Advisor/Relationship Manager Workplace Wealth Solutions
Columbus, Ohio, United States

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Work Experience

UBS

Plan Advisor/Relationship Manager Workplace Wealth Solutions

2023-05-01 - Present

RBC Wealth Management

Senior Financial Associate

2022-10-01 - 2023-04-01

UBS Financial Services

Senior Wealth Strategy Associate

2017-12-01 - 2022-10-01

Empower Retirement

Relationship Manager

1998-09-01 - 2017-12-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German Spanish French English