Briana Miller

About Briana Miller

I have spent my career serving people. For decades, my work in the nonprofit world centered around supporting teams, building infrastructure, and helping organizations operate with clarity and purpose. That foundation shaped how I lead — with stewardship, integrity, and a deep belief that strong systems exist to serve people, not the other way around. Today, I bring that same mindset into financial services and wealth management. In my current role, I support advisor transitions and team integration, walking alongside offices from day one through full operational alignment. I thrive in moments of change — when complexity is high, expectations are rising, and people need both structure and steady leadership. My time in financial services may not be extensive, but my experience in people-centered operations spans decades. I understand how to:• Build trust quickly• Bring calm and clarity to change and transition• Translate big-picture vision into executable process• Create operational rhythms that support long-term growthI care deeply about efficient systems, but I care even more about the people those systems support — advisors, support staff, teams, and ultimately the families they serve.I am excited to continue growing within wealth management, expanding my impact, and stepping into broader operational leadership. I am drawn to organizations that value service, excellence, and integrity — and I am committed to building environments where people and performance rise together.

Experience

1. Training and Transitions Manager

   Carson Group

   Jul 2025 — Present · Omaha, NE, US

   Plan, execute, and finalize the training of wealth advisor teams during and after their transition to Carson. Special focus on Compliance, Carson ecosystem & forms, Salesforce, DocuSign, AdvicePay, and MyRepChat- Assist in defining project scope, goals, and deliverables that must be completed to coordinate and execute successful wealth advisor team transitions- Assist Transition Team with daily tasks to meet project timelines - Help create and establish new processes to enhance and streamline the wealth advisor team’s transition experience- Help to proactively identify needed changes in project scope, identify potential crises, and help devise contingency plans- Participate in project reviews to identify successful project elements and areas of improvement.*Bonus*-Co-Chair of the Remote Employee Resource GroupThe Remote Employee Resource Group is focused on supporting remote employees, ensuring there are seen and supported as they help Carson expand its reach to communities it has yet to penetrate and advisors who have yet to discover the power of our platform-MESH Future-Ready Leadership Program: Completed an expert-led, data-driven leadership development experience focused on building emotional intelligence, adaptive leadership skills, and practical influence in a fast-changing, AI-enabled workplace. The program included personalized EQ assessments, interactive facilitated sessions, and an AI-supported coaching component to strengthen self-awareness, resilience, and decision-making in real-world leadership moments

Education

• The University of Dallas

  Master's degree, Pastoral Ministry; concentrating in Family Ministry

  2009 — 2012

• Franciscan University of Steubenville

  Bachelor of Arts - BA, Catechetics & Theology

  2005 — 2008