Valentine Miele
Trust and Estate Administration Associate at McManus & Associates- Claim this Profile
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Bio
Experience
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McManus & Associates
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United States
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Legal Services
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1 - 100 Employee
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Trust and Estate Administration Associate
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Dec 2020 - Present
- Assist in the asset management of multiple 501c3 Foundations, totaling $30M AUM, throughportfolio analysis.- Enable preparation of tax returns (estate, gift, generation-skipping, fiduciary, and personal incometax) through locating and marshaling assets, arranging for valuation, quantifying expenses, andsecuring and reviewing financial records- Assist with the administration of trusts helping oversee private investments - Assist in the asset management of multiple 501c3 Foundations, totaling $30M AUM, throughportfolio analysis.- Enable preparation of tax returns (estate, gift, generation-skipping, fiduciary, and personal incometax) through locating and marshaling assets, arranging for valuation, quantifying expenses, andsecuring and reviewing financial records- Assist with the administration of trusts helping oversee private investments
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Financial Analyst Intern
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Jun 2018 - Aug 2018
- Conducted product, market, and client research, synthesized data and performed productsuitability for clients- Created analysis reports indicating business issues, potential risks, and profit opportunities- Researched market trends to stimulate revenue growth - Conducted product, market, and client research, synthesized data and performed productsuitability for clients- Created analysis reports indicating business issues, potential risks, and profit opportunities- Researched market trends to stimulate revenue growth
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Education
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Columbia University in the City of New York
Bachelor's degree, Financial Economics -
Delbarton School
High School, Graduate