W. Bruce Miller MBA, CFP, RSSA in

W. Bruce Miller MBA, CFP, RSSA

Captain · DISC type DS
Advisory Board Executive Director at Utah Metropolitan Ballet
📍 Orem, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Advisory Board Executive Director
Job Level
Senior
Location
Orem, Utah, United States
Personality Overview

How W. shows up

Output-Driven
Consummate Professional
Planner & Achiever

They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics W. cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2020
Advisory Board Executive Director
Utah Metropolitan Ballet
12-2018
Co-Founder & President
PROFi - The Professional Financial Company
1-2016 - 11-2018
Vice President
Arista Wealth Management
8-2014 - 1-2016
Financial Planner
Association Financial Services
8-2010 - 8-2015
President and COO
Association Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
MBA
Brigham Young University
2002 - 2004
Diploma
Pacific Coast Banking School
1998 - 1999
Graduate School of Bank Operations and Technology
Vanderbilt University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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