Previously, Miller was the head of Advice and Platforms at UBS, with responsibility for fee-based advisory, financial planning and nearly all products and tools used by financial advisors at UBS in the U.S. Before joining UBS, he held senior leadership positions at Mercer, Putnam and Smith Barney. At Mercer, he was Global Executive Committee member, President and Group Executive of Mercer Global Outsourcing, President of Mercer Trust Company, and Head of Mercer's Global Operations and Shared Services Group. At Putnam Investments, Miller served as Head of Europe Distribution, US Defined Contribution, Variable Annuities and Private Asset Management. At Smith Barney, he served as Head of Defined Contribution and Retirement Plan Services, and as a financial advisor.
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
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