Valentine Miele

Trust and Estate Administration Associate at McManus & Associates
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Experience

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Trust and Estate Administration Associate
      • 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

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst Intern
      • 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

Education

  • Columbia University in the City of New York
    Bachelor's degree, Financial Economics
    2016 - 2020
  • Delbarton School
    High School, Graduate
    2012 - 2016

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