Sara Francesca Rajo-Miller
Gestionnaire de Portefeuille-Actions chez Miracle Mile Advisors LLC
Profil
Ms. Sara F.
Rajo-Miller is a Managing Director at Miracle Mile Advisors LLC.
She works closely with clients to design and implement customized investment plans based on their unique needs.
She constructs detailed investment and cash flow models, asset allocation recommendations, wealth transfer structures, pre-transaction planning recommendations, and a variety of other life planning strategies.
Prior to joining Miracle Mile Advisors, Ms. Rajo-Miller worked as an analyst at a global talent agency in the business affairs and client services division where she modeled financial plans, strategies and agency agreements.
She received her Bachelor’s Degree from the University of California Los Angeles, Dean’s List.
She holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license.
She also sits on the board of The Professionals Club.
Postes actifs de Sara Francesca Rajo-Miller
Sociétés | Poste | Début |
---|---|---|
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Formation de Sara Francesca Rajo-Miller
University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Finance |