Company Info for millertabak.com | IcebreakerMembers

I am motivated and driven to advise and determine the best course of action designed to help meet clients financial goals. I find it exciting to work closely with clients in assisting in the stewardship of their assets.
I am a Senior Portfolio Manager and Product Specialist with multi-asset experience in equity, fixed income, derivatives and alternative assets. Proven track record in business building and retention, as well as Client and Advisor presentations.
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Core competencies: portfolio creation, executive leadership, strategic partnerships, sales and relationship management, business development, strategic and organizational planning, financial management, talent management, employee relations, operational efficiency, systems analysis and process improvements, fundraising, marketing and communications, community and partnership building. 
With over 25 years of experience in capital markets, derivatives, asset management, and business development, I am a seasoned professional in the financial industry. I have a passion for creating and driving new business initiatives, maximizing and generating capital, and delivering value to clients, employees, and stakeholders.
At Coinbase, the leading platform for buying, selling, and managing cryptocurrencies, I leverage my expertise in blockchain and digital assets to help institutional and corporate participants access and benefit from this emerging technology and asset class. I have successfully launched and managed several innovative and first-of-kind exchange traded funds, such as the Reality Shares Nasdaq Blockchain Economy ETF. I have also built and led national sales teams, managed cross-functional projects, and raised working capital for various startups and rollouts. I am committed to providing leadership, integrity, and excellence in my role, and to advancing the adoption and growth of the crypto economy.