Brian Miller
About Brian Miller
Brian Miller is the Sr Manager of Portfolio Consulting Experience at TD Ameritrade, with extensive experience in various managerial roles within the company and a prior tenure at Wells Fargo Bank.
Current Role at TD Ameritrade
Brian Miller holds the position of Senior Manager, Portfolio Consulting Experience at TD Ameritrade. He has been in this role since 2017, based in Fort Worth, Texas. In this capacity, he oversees the portfolio consulting sector, managing client interactions and ensuring high-quality service delivery. His responsibilities include developing strategies to improve client experiences and providing leadership to the consulting team.
Previous Roles at TD Ameritrade
Before his current role, Brian Miller served in several key positions at TD Ameritrade. From 2015 to 2017, he was the Team Manager for Private Client Services Specialists. Prior to that, he managed the Private Client Services Relationship Manager team from 2013 to 2015. Between 2012 and 2014, he worked as a Private Client Services Manager. From 2010 to 2012, he was the Senior Manager for Fixed Income Sales, and from 2007 to 2010, he was the Fixed Income Regional Manager.
Experience at Wells Fargo Bank
Brian Miller's career includes a nine-year tenure at Wells Fargo Bank. From 1998 to 2007, he held the position of Sales Manager. During this period, he was responsible for overseeing sales operations, managing sales teams, and ensuring the achievement of financial targets.
Career Timeline
Brian Miller's professional journey began at Wells Fargo Bank, where he worked as a Sales Manager from 1998 to 2007. He then transitioned to TD Ameritrade, taking on various roles over the years. These included Fixed Income Regional Manager (2007-2010), Fixed Income Sales Senior Manager (2010-2012), Private Client Services Manager (2012-2014), Private Client Services Relationship Manager Team Manager (2013-2015), Private Client Services Specialists Team Manager (2015-2017), and currently, Senior Manager, Portfolio Consulting Experience since 2017.