Sumer Miller

Sumer Miller

Portfolio Manager/AVP | Lexington, Kentucky, United States

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Work Experience

Community Trust and Investment Company

Portfolio Manager/AVP

2020-01-01 — Present

Community Trust and Investment Company

Investment Analyst

2018-07-01 — 2020-01-01

Texas Treasury Safekeeping Trust Company

Investment Analyst

2018-05-01 — 2018-07-01

American Founders Bank

Commercial Credit Analyst

2017-10-01 — 2018-04-01

California First National Bank

Credit Analyst Intern

2017-01-01 — 2017-06-01

NAIOP COMPETITION WINNER

Team Member

2015-03-01 — 2015-04-01

BLOOMBERG/ STUDENT-MANAGED FUND (M.S.B.A. CAPSTONE COURSE)

Graduate Student

2015-01-01 — 2015-05-01

CFA CHALLENGE

Team Member

2014-11-01 — 2015-02-01

Skills

trust services wealth insurance wealth management financial planning qualified plans investment management retirement services estate planning banks & credit unions financial services

Languages

English