David Miller, CIMA® in

David Miller, CIMA®

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Senior Strategic Account Manager at Invesco US
📍 New York City Metropolitan Area, United States

David is an asset management leader with 20 years of experience in product distribution and business development. As a Senior Strategic Account Manager at Invesco, he leverages his expertise in ETFs, mutual funds, and model portfolios to manage key home office relationships. He holds a CIMA certification from The Wharton School.

Colleagues describe him as a dependable professional with exceptional attention to detail, noting that nothing ever slips through the cracks when working with him.

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Experience
25 Years
Current Role
Senior Strategic Account Manager
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Partnerships
His career has focused on managing and developing relationships with top strategic partners and national home offices to increase market share and profitability.
Asset Product Distribution
Has deep expertise in the distribution of mutual funds, ETFs, SMAs, and model portfolios, built over two decades in the financial services industry.
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Career

Work history

1-2022
Senior Strategic Account Manager
Invesco US
5-2019 - 12-2021
Strategic Account Manager
Invesco US
1-2018 - 5-2019
VP, Strategic Account Manager
OppenheimerFunds
11-2014 - 12-2017
AVP, Strategic Account Manager
OppenheimerFunds
6-2011 - 10-2014
Regional Advisor Consultant - Greater Philadelphia
OppenheimerFunds
In the press

Media appearances

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Education
2009 - 2009
CIMA
The Wharton School
1995 - 1999
BS
Quinnipiac University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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