Scott M. Miller
Sr. Vice President, Vendor & Banking Relations - Capital Equipment Financing/Leasing at Alliance Capital Corporation.- Claim this Profile
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Bio
Jack R. Mills, MBA
Scott Miller is an outstanding insurance professional with superior client relationship skills. He immediately responds to inquiries with accurate and efficient answers. There is nobody better than Scott to strengthen an existing relationship or create a new one.
Jack R. Mills, MBA
Scott Miller is an outstanding insurance professional with superior client relationship skills. He immediately responds to inquiries with accurate and efficient answers. There is nobody better than Scott to strengthen an existing relationship or create a new one.
Jack R. Mills, MBA
Scott Miller is an outstanding insurance professional with superior client relationship skills. He immediately responds to inquiries with accurate and efficient answers. There is nobody better than Scott to strengthen an existing relationship or create a new one.
Jack R. Mills, MBA
Scott Miller is an outstanding insurance professional with superior client relationship skills. He immediately responds to inquiries with accurate and efficient answers. There is nobody better than Scott to strengthen an existing relationship or create a new one.
Credentials
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Retirement Income Distrution Symposium
Morgan StanleyFeb, 2011- Oct, 2024 -
Global Currencies & Time Deposit Investments
Morgan StanleyJan, 2011- Oct, 2024 -
Non-Qualified Executive Deferred Compensation Training
Morgan StanleyJan, 2011- Oct, 2024 -
Private Banking & Securities Lending Practices
Morgan StanleyJan, 2010- Oct, 2024 -
Government Debt Markets & Institutional Investors
Pacific Life AcademyJan, 2004- Oct, 2024 -
Investment Wholesaler Group Presentations Skills
Pacific Life AcademyJan, 2004- Oct, 2024 -
Institutional Investments & Derivatives Markets
Pacific Life AcademyJan, 2003- Oct, 2024 -
NMLS Federal & CA Mortgage Licensing
NMLSNov, 2014- Oct, 2024 -
Life & Health Insurance License
California Dept of insuranceApr, 2005- Oct, 2024 -
FINRA Series 66
FINRAMay, 2010- Oct, 2024 -
FINRA Series 7
FINRAApr, 2010- Oct, 2024 -
Advanced Investment Management & Securities Analysis
Pacific Life Academy
Experience
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Alliance Capital Corporation.
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United States
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Financial Services
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1 - 100 Employee
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Sr. Vice President, Vendor & Banking Relations - Capital Equipment Financing/Leasing
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Apr 2022 - Present
Equipment Financing & Leasing Professional building great relationships with Manufacturer equipment sales reps & Commercial Business Bankers nationwide for equipment leasing solutions for small to mid-size companies. In addition, providing vendor financing programs for equipment distributors Application only up to $350,000 & middle market leasing transactions up to $10 Million with full financial credit review. Equipment Financing & Leasing Professional building great relationships with Manufacturer equipment sales reps & Commercial Business Bankers nationwide for equipment leasing solutions for small to mid-size companies. In addition, providing vendor financing programs for equipment distributors Application only up to $350,000 & middle market leasing transactions up to $10 Million with full financial credit review.
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U.S. Bank
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United States
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Legal Services
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1 - 100 Employee
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Business Banking Group Specialist - Commercial Lending & Equipment Financing - NMLS #1238171
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Nov 2018 - Sep 2021
Business Banking Group Specialist building relationships with small to mid-size companies positioning business banking and financial services in manufacturing, distribution, retail, professional services firms and technology companies in the Newport Beach/Irvine market. Experienced with multiple technology platforms, Web-Ex for digital appointments and Salesforce software systems; multi-tasking sales and campaign Initiatives to driver higher levels of deposits, business lending, equipment finance and treasury management payments production to deepen relationships with customers. Supported small business lending through the SBA PPP loan program by underwriting, customer loyalty marketing initiative, customer focus outreach to obtain underwriting requirements through funding. In addition, experienced with customer problem resolution with technology platform for customers to submit loan documentation. Show less
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Self Employed- Life Shares Representative - CA Insurance License #0741876
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Jun 2013 - Oct 2018
Life Shares Investment wholesaler representing a fractional life settlement portfolio and building distribution relationships with RIA firms on how to position an alternative investment strategy positioning a non-correlated asset class to traditional financial markets to enhance performance and risk management. Life Shares are for QUALIFIED CALIFORNIA RESIDENT INVESTORS ONLY. Life Shares Investment wholesaler representing a fractional life settlement portfolio and building distribution relationships with RIA firms on how to position an alternative investment strategy positioning a non-correlated asset class to traditional financial markets to enhance performance and risk management. Life Shares are for QUALIFIED CALIFORNIA RESIDENT INVESTORS ONLY.
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Partners Capital Group
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United States
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Financial Services
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1 - 100 Employee
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National Accounts Exective - Equipment Finance
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Mar 2015 - Jun 2016
Account Executive building relationships with small ticket and middle marlet vendors for equipment financing referrals in medical, technology, transportation & manufacturing industries. In addition, networked at trade shows for vendor partner referrals to build long term relationships. Furthermore, strong knowledge of healthcare financing and X-Ray system technology for CT, MRI & C-Arm equipment. Account Executive building relationships with small ticket and middle marlet vendors for equipment financing referrals in medical, technology, transportation & manufacturing industries. In addition, networked at trade shows for vendor partner referrals to build long term relationships. Furthermore, strong knowledge of healthcare financing and X-Ray system technology for CT, MRI & C-Arm equipment.
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The Lifeline Program
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United States
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Financial Services
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Regional Sales Director - Life Settlement Originations/California Investment Advisors
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Jun 2011 - Dec 2012
Regional Sales Director for creating long-term partnerships with broker dealers/wealth advisors and general life agency firms in California seeking to add a life settlement platform to their insurance product portfolios. In addition, I present training and education seminars on the secondary market for life insurance that can be utilized as a financial planning tool with client's retirement planning portfolio. Regional Sales Director for creating long-term partnerships with broker dealers/wealth advisors and general life agency firms in California seeking to add a life settlement platform to their insurance product portfolios. In addition, I present training and education seminars on the secondary market for life insurance that can be utilized as a financial planning tool with client's retirement planning portfolio.
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Morgan Stanley Smith Barney
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United States
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Wealth Management Advisor/401(k) Retirement Plans
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Dec 2009 - Jun 2011
Wealth Management planning with corporate executives for maximizing corporate cash management, 401(k) retirement plans, non-qualified deferred compensation and executive compensation planning positioning managed money portfolios, ETF's, mutual funds, REIT's, structured product investments and municipal bonds. Wealth Management planning with corporate executives for maximizing corporate cash management, 401(k) retirement plans, non-qualified deferred compensation and executive compensation planning positioning managed money portfolios, ETF's, mutual funds, REIT's, structured product investments and municipal bonds.
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LIFE SETTLEMENT SOLUTIONS LLC
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United States
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Regional Wholesaler/Sales Director - Life Settlements Origination - Western United States
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Feb 2007 - Dec 2008
Regional Sales Director for Broker/dealers, brokerage general agencies, financial planners and managing general agents for life settlement policy pricing, life settlement portfolio pricing and premium financing for life insurance originations. Educated advisors on the secondary market as a key financial planning tool for clients as an alternative to providing other financial planning products. In addition, sourced and educated BGA, IMO and MGA firms on distribution of life insurance premium financing programs from top tier life carriers for estate planning cases. Show less
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Pacific Life Insurance Company
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Canada
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Insurance
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Regional Wholesaler/Sales Director - Life Insurance & Retirement Income Annuities
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Apr 2000 - Jan 2007
Regional Sales Director for the Life division presenting advanced sales concepts including wealth transfer strategies, non-qualified deferred compensation plans and defined benefit pension plans to financial advisors in the bank channel through Southern California. Achieved $1 million in target life premium FY 2006. Previously, Sr. Internal Wholesaler for variable annuities and mutual funds responsible for indepedent channel distribution in LA, MS and AR territory. Performance included top 10% for mutual funds and variable annuity sales - FY 2000, 2001, 2002, 2003, 2004. In addition, raised assets under management from $40 million to over $100 million over 5 years targeting relationships with advisors producing over $1 million in VA production. Furthermore, traveled throughout the tri-state region regularly to partner with money management wholesalers for business building practice expansion seminars to include sales ideas, CE courses and advanced markets presentations on using variable annuities in retirement and estate planning designs. Lastly implementing Ibbotson/Morningstar asset allocation models for investor policy statements and living benefit riders provided value added benefits to institutional funds management, broad diversity of investment solutions and trail based compensation to attract peak performance advisors. Show less
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Education
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1982 - 1984
California State University-Long Beach - College of Business Administration
B.S., Business Administration/Marketing Management -
Corona del Mar High
Diploma, Liberal Arts and Sciences/Liberal Studies
