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
AVP, Broker Dealer Operations and Solutions
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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