Sasha Miller

AVP, Broker Dealer Operations and Solutions

Role
AVP, Broker Dealer Operations and Solutions at Lenox Advisors
Location
Enfield, CT, US
LinkedIn followers
500 followers

About Sasha Miller

Operations leader with over nine years of experience in asset management and broker/dealer environments, driving strategic initiatives that support advisor growth and firm scalability.I lead cross-functional projects across Lenox Asset Management and Broker/Dealer platforms, partnering with senior leadership to execute operating strategy, streamline workflows, and enhance performance visibility through KPI reporting and operational oversight.My strengths include:• Leading complex client and advisor transitions• Consolidating and analyzing KPI data to drive accountability• Anticipating operational risk and developing contingency plans• Managing high-visibility firm initiatives and recurring regulatory deadlines• Building trusted relationships across advisors, leadership, and vendorsKnown for flexibility, resiliency, and emotional intelligence, I thrive in dynamic environments where change management and strategic execution are critical. I am passionate about improving processes, empowering advisors, and creating operational frameworks that support long-term growth.FINRA Series 7 licensed.

Experience

  1. AVP, Broker Dealer Operations and Solutions

    Lenox Advisors

    Feb 2024 — Present

    Asset Management and MMLIS subject matter expertise as it relates to products and services *Knowledge of various investment product characteristics and behavior in various marketenvironments*Expert level knowledge of the LAM, MMLIS, and MassMutual product suite*Advanced skills related to the MMLIS Platform, including but not limited to the A360 platform,NFS/Envestnet, VAOE/FAOE, and Fieldnet*Lenox Technology: Advanced skills related to the Lenox CRM and workflow management system.*Advanced knowledge of project management procedures

Education

  • Holyoke Community College

    Psychology

    2006 — 2006

  • Enrico Fermi High School

    General

    1998 — 2001

Skills

  • Driving Results
  • Apparel
  • Store Management
  • Sales
  • Inventory Management
  • Inventory Control
  • Coaching
  • Store Operations
  • Customer Service
  • Interviews
  • Loss Prevention
  • Succession Planning
  • Visual Merchandising
  • Training
  • Fashion
  • Performance Management
  • Talent Management
  • Recruiting
  • Retail
  • Hiring
  • Retail Sales
  • Merchandising
  • Management
  • Powerpoint
  • Time Management
  • Process Scheduler
  • Leadership
  • Profit

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Sasha Miller — AVP, Broker Dealer Operations and Solutions at Lenox Advisors in Enfield, CT, US | Unifers