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Dan Miller

Dan Miller

Investment Operations Associate | Addepar

Greater Seattle Area United States, United States

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Dan Miller

Summary

Dan Miller is a seasoned Product Manager with extensive experience in the financial technology sector, particularly in creating and managing trading platforms for Registered Investment Advisors (RIAs). With a strong background in practice management and client services, Dan has successfully led teams in developing innovative solutions that enhance operational efficiency and profitability for financial firms. His journey has taken him through various roles at Envestnet | Tamarac, where he honed his skills in product development and client engagement. Currently, he is excited to be part of Addepar, focusing on building a robust trading platform. Dan holds an MBA from Seattle University and a BS in Business-Communications from Calvin College. Outside of his professional life, he is dedicated to raising his daughters, balancing family responsibilities with his career ambitions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Dan Miller

Work Experience

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Lead Product Manager, Trading and Rebalancing at

Addepar

March 2025 - Present

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Dan Miller

Education

Seattle University, Master of Business Administration (MBA)

January 2009 - January 2012

Calvin College, BS, Business-Communications

January 2003 - January 2007

Frequently Asked Questions about Dan Miller

What company does Dan Miller work for?

Dan Miller is a Investment Operations Associate at Addepar.

Where Dan Miller graduated from?

Dan Miller holds a degree in null from Seattle University.

Who is Dan Miller?

Dan Miller is a seasoned Product Manager with extensive experience in the financial technology sector, particularly in creating and managing trading platforms for Registered Investment Advisors (RIAs). With a strong background in practice management and client services, Dan has successfully led teams in developing innovative solutions that enhance operational efficiency and profitability for financial firms. His journey has taken him through various roles at Envestnet | Tamarac, where he honed his skills in product development and client engagement. Currently, he is excited to be part of Addepar, focusing on building a robust trading platform. Dan holds an MBA from Seattle University and a BS in Business-Communications from Calvin College. Outside of his professional life, he is dedicated to raising his daughters, balancing family responsibilities with his career ambitions.

Dan`s contact details

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Meagan Ward

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