Kevin Miller

$2.5B

Advisor platform where I tracked onboarding throughput

2,000+

Accounts audited under SEC rules

Systems built, running in production

201

Hours with a commit

A measured floor, not a total. As of Oct 18.

58,702

Lines of tracked code across 5 repos

As of Oct 18.

How I got here

I started in wealth operations at Signal Advisors, keeping client records accurate and onboarding moving.

I am earning the Series 65, the investment adviser representative license.

I wrote my senior seminar thesis on why U.S. tokenization policy trails the EU's MiCA framework.

I planned the approach to SEC Form D filings for digital asset offerings at 40 Acres and explained them.

I build the tools I need with Python, SQL and AI, and run them in production every day.

Background

Wealth Operations Specialist Signal Advisors 2026

Audited onboarding paperwork for 2,000+ accounts to verify investment advisory agreements and risk profiles under SEC rules.
Tracked onboarding throughput across a $2.5B AUM advisor platform to locate the paperwork stages where files stalled.
Built DocuSign and Salesforce packet workflows for 150+ advisors, cutting packet review from 60 minutes to 20.

Operations Consultant 40 Acres 2026

Planned the approach to SEC Form D and Regulation Crowdfunding filings and explained what each one covers.
Set up compliance intake checkpoints and suitability reviews for incoming platform investors.

Financial Planning Intern Northwestern Mutual 2025

Prepared financial planning proposals and led 15+ prospecting reviews under RIA suitability guidelines.

Total Rewards Finance Intern ABC Technologies 2024

Reconciled employee 401(k) and healthcare deduction variances across 500+ accounts in bSwift and Excel.
Built structured audit checklists to cross-reference multi-plant payroll data, catching recurring 401(k) deduction errors across 70+ manufacturing facilities.

Credentials and research

Education

B.A. Business (Finance) and B.A. Political Science, Hope College, 2026

Licenses and certificates

Series 65 (Expected Q4 2026)
Securities Industry Essentials (SIE)
Schwab Limited Power of Attorney
Bloomberg Market Concepts

Research

Senior seminar thesis: Structural Lag in U.S. Tokenization Policy, POL 494, on why federal adaptation to real world asset tokenization trails the EU's MiCA framework

Memberships

Economic Club of Grand Rapids, Grand Rapids Young Professionals, Detroit Young Professionals

Athletics

All-American, Cross Country and Track, Hope College. Personal bests 16:34 (5k) and 28:01 (8k)

Proof: the systems

Four systems I built and use every day. The code is public and the dashboards are running. Each one is open from the menu at the top.

Job Outreach EngineLive

An AI-screened job pipeline with a live CRM, a Typst compiler that assembles tailored one-page PDFs on demand, and outcome tracking. The model routes and scores. Every line that ships comes from banked copy, never generated text.

39,563 lines of code
1,044 test functions

Python / Flask / SQLite / Gemini / Typst

Crypto Trading Engine

A concurrent backend on SQLite in WAL mode with explicit write locks, a live WebSocket reconciliation feed, and a backtester that replays the same logic over historical data.

3,674 lines of code
15 test functions

Python / WebSockets / SQLite WAL

DocFilerBeta

Automated document intake and filing, built for small law firms and RIAs.

1,515 lines of code
42 test functions

Python / Document automation

Budget TrackerLive

A personal income and spending tracker with monthly rollups and a category breakdown.

640 lines of code
11 test functions

Python / SQLite

Measured Oct 18 from each repo's tracked files. Lines of code are git-tracked code files only (.py, .gs, .js, .html, .css). Test functions is a static count of def test_ lines, not of test cases run. The headline total above also counts this site's own repo.

Off the clock

Detroit based. I ran cross country and track at Hope, where I was an All-American. Running taught me that the consistent version of a thing beats the heroic one, and that is how the systems above got built. The dog supervises.

Kevin and his girlfriend on the Detroit River

Outside of work I hike, cook, train, and travel whenever I can. Right now I am compounding the habit of using AI to build real solutions to real problems.

Timeline

May 2026 – Aug 2026 Wealth Operations Specialist Signal Advisors
Apr 2026 – May 2026 Operations Consultant 40 Acres
Aug 2022 – May 2026 B.A. Business (Finance), B.A. Political Science Hope College
May 2025 – Aug 2025 Financial Planning Intern Northwestern Mutual
May 2024 – Aug 2024 Total Rewards Finance Intern ABC Technologies

You might want to: See my work