Casey Miller

Casey Miller has extensive work experience in the financial industry. They started their career at Morgan Stanley in 2014 as a Registered Client Service Associate. They then moved on to JPMorgan Chase & Co. in 2017, where they worked as a Senior Client Associate. In 2018, Casey joined Artivest as an Associate before moving to iCapital Network in 2020 for a similar role. In 2021, they joined DriveWealth as an Account Manager and stayed there until 2023. Currently, Casey is working as a Vice President at Templum, Inc.

Casey Miller's education history includes studying Finance at the University of South Carolina. They also attended Product School in 2017, where they focused on Software Product Management. Additionally, Casey attended Northern Valley Old Tappan, although the field of study is not specified. Casey has obtained certifications in Software Product Management (SPM®) from Product School and has also pursued certifications in the financial industry, including the Series 66 and Series 7 through FINRA.