Gregory Miller, CFA

Experience

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  Miller-Rosenbluth, LLC

  Jul 2006 - Aug 2007

  Receptionist & Adminstrative Assistant

  Provide positive initial external client interaction through politely helping to answer simple questions or through redirection to appropriate paralegal, associate attorney, or partner. Help internal clients in the continuous process of finding, replacing, generating, and occasionally reorganizing client files.

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  The Bromley Companies, LLC

  Jul 2011 - Aug 2011

  Internal Bond Due Diligence Researcher

  Researched legal and financial matters related to the creation of multi-year fiscal obligations with a stronger lien on the revenues of various developers to whom the firm had given developer advances. Specific duties included: review of the bond indentures of relevant developers and municipalities to determine existing liens; analysis of preliminary official statements to determine available cash flows; and projection of potential cash flow in the desired multi-year fiscal obligations.

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  George K. Baum & Company

  Jul 2011 - Aug 2011

  Intern

  Although I did occasionally help with information retrieval, my role was mainly as a shadow. I observed many different roles within the bank and accompanied individuals on the sales trading desk, short term rate desk, financial analysts, regulation compliance officers, general municipal finance bankers, and mortgage backed securities bankers. It was a very valuable opportunity that afforded me the chance to see the mechanics and interaction of the entire organization, not just a very specialized subset. Show less

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  C&A Companies

  Jul 2011 - Aug 2011

  WISE Project Analyst/Researcher

  Review of the impacts on municipalities within the South Metro Water Supply Authority (SMWSA) service area of the Water Infrastructure and Supply Efficiency (WISE) project currently under development by Denver Water, Aurora Water, and SMWSA. The firm was interested in finding and providing alternative water supply options for municipalities within SMWSA. This meant assessing the feasibility and desirability of WISE in light of projected supply/demand, existing water rights, development costs, etc. The final output was a paper examining all these topics. Show less

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  ALPS, A DST Company

  Jun 2012 - Oct 2013

  Alternative Investments Portfolio Accountant

  • Primary contact for fund managers and auditors with pricing or transaction questions relating to daily, monthly, and yearly financial statements.• Account for various products including equities, bonds, swaps, options, FX, mortgages, financing and futures.• Reconciling broker activity and prices to third party sources and providing clients with additional backup as well as more detailed information

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  Tresor Capital Management, LLC

  Oct 2013 - now

  Chief Economist and Principal