Andrew J. Miller, MBA

Observer
DISC Type : ic

Sr. Financial Consultant at Maven Financial Partners

Austin, Texas, United States

Overview

Andrew J. Miller is a Sr. Financial Consultant and Fractional CFO at Maven Financial Partners, focusing on the healthcare sector. A CERTIFIED FINANCIAL PLANNER™ with an MBA from St. Edwards University, he also founded AM Capital to provide consulting services for small businesses in real estate and private equity.

Deeply involved in his community, Andrew serves on the Board of Directors for the Hispanic Scholarship Consortium. In his spare time, he enjoys traveling, exploring new restaurants, watching sports, and makes it a point to read one book every month.

He began his career as the Director of Basketball Operations at St. Edwards University, helping lead the team to its first conference championship.

Personality Overview

Assertive

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Small Business Growth
Founded his own firm, AM Capital, to consult with small businesses on identifying cash flow opportunities through strategic planning and due diligence.
Healthcare Finance
In his role at Maven Financial Partners, he specializes in helping healthcare clients understand their business and achieve long-term financial success.
Hispanic Empowerment
Actively supports his community by serving as a Board Member for the Hispanic Scholarship Consortium, which provides scholarships and support to students.

Media Appearances

Andrew has no verified media appearances

Work History

12-2024
Sr. Financial Consultant at Maven Financial Partners
8-2023
Board Member at Hispanic Scholarship Consortium
7-2022 - 12-2024
Financial Consultant at Maven Financial Partners
5-2020
Founder, Business Consultant at AM Capital
5-2019 - 5-2020
Associate Financial Advisor at Kovitz

Education

2009 - 2012
Bachelor’s Degree from The University of Texas at Austin
2012 - 2014
Master of Business Administration (MBA) from St.Edward's University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Austin, Texas, United States Job Level : Mid-senior Designation : Sr. Financial Consultant at Maven Financial Partners
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Insights For Selling To Andrew J.

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew J. is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Andrew J.

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Andrew J. move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Andrew J. take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Andrew J.

Personality Compatibility


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