Chevy Chase Trust
David Miller has extensive work experience in the field of trust tax and accounting. David worked for Chevy Chase Trust as a Vice President and Trust Tax Officer, where they handled fiduciary income tax preparation for trusts, estates, foundations, and tax-exempt organizations. David also had expertise in dealing with nonresident alien entities and tax withholding based on specific tax treaties. Prior to that, they held the position of Assistant Vice President at Chevy Chase Trust.
Before joining Chevy Chase Trust, David worked at Riggs Bank N.A. and Riggs National Bank as a Senior Trust Tax Officer and Senior Supervisory Tax Accountant, respectively. David'stenure in these positions started in 1981 and lasted until 2005.
David Miller has a background in History, as they studied History at Virginia Military Institute. David obtained an additional certification as a Registered Tax Return Preparer (RTRP) from the U.S. Department of the Treasury - Internal Revenue Service in October 2012.
Chevy Chase Trust
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.