Andy Miller

Sr. Client Success Manager at Wealth

Andy Miller has a strong background in partner management and sales. Andy'smost recent role was as a Sr. Partner Success Manager at Wealth.com, where they empowered financial advisors to provide estate planning solutions to their clients. Prior to that, they were an Alliance Manager at LinkSquares, where they helped build the partnership program and designed the long-term strategy for working with partners. Andy also worked as a Partner Manager at LeanIX, a Regional Partner Manager at Acquia, and held various sales positions at Current, powered by GE and GE Lighting. Andy's experience showcases their expertise in building and managing relationships, driving pipeline and revenue, and implementing strategic initiatives with partners.

Andy Miller completed their Bachelor of Business Administration (BBA) degree in Business Administration and Management and Marketing from the D'Amore-McKim School of Business at Northeastern University, from 2012 to 2015. Prior to that, they attended Quinnipiac University from 2011 to 2012, but did not complete a degree in Communications. Andy obtained their High School Diploma from Barrington High School in 2011. In addition to their formal education, Andy Miller has obtained certifications such as the LeanIX Cloud Native Practitioner Certification in December 2020 and the LeanIX Certified EA Practitioner in August 2020, both from LeanIX institution.

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Salem, United States

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Wealth

Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plananytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.


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11-50

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