Cooper Miller

Investor Operations Analyst

Cooper Miller is an accomplished finance professional with a strong background in data analysis and wealth management. Currently serving as an Investor Operations Analyst at Upgrade, Inc. since May 2023, Cooper previously held the position of Wealth Management Associate at Cerity Partners from September 2021 to May 2023. Earlier experience includes serving as a Data Analyst at Natera, where responsibilities involved optimizing marketing tactics and enhancing web engagement. Prior roles include a Data Analyst position at Farmers Insurance, where Cooper presented findings on insurance fraud and improved policies, and an Account Assistant role at Fulton Management, supporting high-net-worth individuals. Cooper has also demonstrated leadership as the Head Track and Field Coach at Francis Harper Junior High School and has hospitality experience as a Barista at Le Pain Quotidien. Educational achievements include a Bachelor of Science in Business/Managerial Economics from the University of California, Davis, supplemented by a study abroad program at Charles University.

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