📈Aaron Miles

📈Aaron Miles Email and Phone Number

Artificial Intelligence & Analytics Products @ LPL Financial @ LPL Financial
📈Aaron Miles's Location
Charlotte Metro, United States, United States
📈Aaron Miles's Contact Details

📈Aaron Miles personal email

About 📈Aaron Miles

As part of LPL Financial's data-driven transformation, I've been able to use my skills in data science to enhance advisor-client interactions. Our team's development of a Next Best Action platform and AI-driven communication tools has significantly improved business efficiency and client retention.Leveraging my expertise in machine learning and statistics, I have pioneered initiatives that forecast net new assets and predict end investor churn, which have been integral to our strategic planning. Additionally, I have piloted generative AI applications to make existing products more effective, and increase advisor-client communication. Collaborating closely with business units, we extract actionable insights to empower decision-making and drive growth.

📈Aaron Miles's Current Company Details
LPL Financial

Lpl Financial

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Artificial Intelligence & Analytics Products @ LPL Financial
📈Aaron Miles Work Experience Details
  • Lpl Financial
    Vp, Data Science
    Lpl Financial Nov 2022 - Present
    San Diego, Ca, Us
    Lead a team of three data scientists focused on developing and implementing advanced analytics solutionsPrototype and guide the development of a Next Best Action platform to enhance advisor-client interactions and drive business growthOversee the creation and deployment of machine learning models, including: End Investor Churn prediction models to improve client retention Net New Asset Forecasting models for strategic planning and resource allocationPioneered the implementation of a Generative AI module that automates drafts of client communications for financial advisors, improving efficiency and consistencyConducted topic modeling initiatives to extract valuable insights for various business units, supporting data-driven decision-making across the organization
  • Lpl Financial
    Avp, Advanced Analytics
    Lpl Financial Feb 2021 - Nov 2022
    San Diego, Ca, Us
  • Pointpredictive Inc.
    Staff Data Scientist
    Pointpredictive Inc. Jul 2020 - Sep 2020
    San Diego, California, Us
  • Covail
    Artificial Intelligence Engineer
    Covail Jul 2018 - Jul 2020
    Columbus, Oh, Us
    Deploying custom data science solutions utilizing techniques such as NLP, forecasting, attribution, and delivering via Shiny apps, APIs, and custom reports.
  • The Shipyard Inc.
    Data Scientist
    The Shipyard Inc. Mar 2017 - Jun 2018
    Columbus, Ohio, Us
    Maximized quote button clicks on insurance client websites by developing an image recognition solution to optimize layout template and creative content.Develop Marketing Mix and Multi-Touch Attribution models for variety of clients.Evaluate experiments testing display ad messaging, size, and timing using regression models and markov chain attribution.
  • Express
    Data Scientist
    Express May 2016 - Mar 2017
    Columbus, Oh, Us
    Predict outcomes such as customer lifetime value and churn probability, direct marketing effectiveness (response and incremental margin).Develop, model, and report on metrics surrounding customer acquisition and retention. Specifically, the number of new customers acquired every month, and how many return after specific time periods. These findings are reported to c-suite executives on a monthly basis.Build interactive dashboards in Tableau to communicate advanced analytics findings as well as provide a self service analytics portal for business users.Manage products and projects from multiple analytics vendors, perform monthly ETL, help non-technical business users evaluate analytics vendors, Find and vet new vendors to quickly meet business needs.Tools: R, SQL, Hive, TableauTechniques: Linear & Logistic Regression, Random Forest, Gradient Boosting Machines, Deep Learning
  • Express
    Marketing Analyst
    Express May 2015 - May 2016
    Columbus, Oh, Us
  • The Ohio State University
    Graduate Research Assistant
    The Ohio State University Aug 2014 - May 2015
    Columbus, Ohio, Us
    Center for Human Resource ResearchCollaborate in developing an Early Warning System for Ohio public schools, an algorithm that uses real-time administrative data to assess risk of dropout and failed promotion.Curate Education Management Information System (EMIS) data, a database containing administrative data from all Ohio public schools from 2003 to present.Encourage use of data to outside researchers by assisting with IRB application and preparing data files.
  • Intermountain Healthcare
    Intern
    Intermountain Healthcare Jun 2012 - Apr 2013
    Murray , Ut, Us
    Assessed equipment tracking practices by shadowing and interviewing relevant staff.Presented recommendations on how to improve equipment tracking process without increasing costs or headcount.
  • Brigham Young University
    Teaching Assistant
    Brigham Young University Jan 2011 - Apr 2013
    Provo, Ut, Us
    Soc 300: Methods of Research in Sociology. Conduct test review sessions. Assist students with homework assignments. Help students learn the statistical package SPSSSoc 307: Data Analysis & Presentation: Help students learn data management skills in Stata. Taught students basic Stata programming, and best practices of reporting data with Word and Excel
  • Brigham Young University
    Survey Research Assistant
    Brigham Young University Oct 2010 - Apr 2013
    Provo, Ut, Us
  • Reebok
    Intern
    Reebok Aug 2010 - Oct 2010
    Boston, Ma, Us
    Interviewed local high school coaches to get data on their athletic apparel needs.
  • Sizzling Platter, Llc
    Server
    Sizzling Platter, Llc Oct 2009 - Aug 2010
    Salt Lake City, Utah, Us

📈Aaron Miles Skills

Data Analysis Spss Microsoft Excel Research Microsoft Office R Survey Research Qualitative Research Statistics Stata Powerpoint Big Data Microsoft Word Sql Machine Learning Quantitative Analytics Quantitative Research Spanish Statistical Modeling Survey Design Research Design Data Modeling Nvivo Qualtrics Sas Sociology Oracle Sql Developer Data Entry Data Visualization Data Mining Analysis Event Planning Tableau Marketing Mix Modeling Attribution Modeling Analytics Deep Learning Leadership Management

📈Aaron Miles Education Details

  • The Ohio State University
    The Ohio State University
    Sociology
  • Brigham Young University
    Brigham Young University
    Sociology

Frequently Asked Questions about 📈Aaron Miles

What company does 📈Aaron Miles work for?

📈Aaron Miles works for Lpl Financial

What is 📈Aaron Miles's role at the current company?

📈Aaron Miles's current role is Artificial Intelligence & Analytics Products @ LPL Financial.

What is 📈Aaron Miles's email address?

📈Aaron Miles's email address is am****@****ail.com

What is 📈Aaron Miles's direct phone number?

📈Aaron Miles's direct phone number is +153030*****

What schools did 📈Aaron Miles attend?

📈Aaron Miles attended The Ohio State University, Brigham Young University.

What are some of 📈Aaron Miles's interests?

📈Aaron Miles has interest in Social Services, Children, Sociology, Politics, Education, Reading.

What skills is 📈Aaron Miles known for?

📈Aaron Miles has skills like Data Analysis, Spss, Microsoft Excel, Research, Microsoft Office, R, Survey Research, Qualitative Research, Statistics, Stata, Powerpoint, Big Data.

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