Jason Miller
Incoming Senior at the Kelley School of Business studying Corporate Innovation and Entrepreneurship and I\'m Excited for new opportunities and experiences
- Role
- Data and Business Analytics Intern at LPL Financial
- Location
- South Salem, NY, US
- LinkedIn followers
- 500 followers
About Jason Miller
As a Senior at the Kelley School of Business, I\'m focusing my studies on corporate innovation and entrepreneurship. My passion lies in transforming business operations and equipping them with cutting-edge strategies to outpace the competition. My self-motivated and ambitious nature continually drives me to reach larger goals, and revolutionizing the business world is paramount among them. I\'m confident that my education at the Kelley School of Business will provide me with the necessary knowledge and skills to turn this vision into reality.
Experience
Data and Business Analytics Intern
Jun 2025 — Present · Paramus, NJ, US
Streamlined CRM data by cleaning, tagging, and restructuring client and advisor records in Wealth box to enhance advisor visibility, improve segmentation, and support client follow-up strategies• Utilized Excel (VLOOKUP, PivotTables) and Microsoft Office to organize contact lists, audit data, and build internal tracking tools supporting outreach and reporting workflows• Contacted annuity providers to verify contract details, expedite asset transfers, and assist advisors with account onboarding• Supported office operations including document production, mailing logistics, and covered office phone lines, fielding client inquiries and maintaining a professional front-line communication channel• Conducted independent equity and fund research to deepen understanding of client portfolios, and track market trends
Education
Indiana University - Kelley School of Business
Corporate innovation and Entrepreneurship
2022 — 2026
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