Brian Giles Email & Phone Number
Vice President - Sales Support, Tax Exempt Market @ Fidelity Investments
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Brian Giles Location
- Indianapolis, IN, US
Brian Giles Work
- Vice President - Sales Support, Tax Exempt Market @ (January 2024 - Present)
- Regional VP - Practice Leader (East Region) Tax-Exempt Retirement Plan Sales @ (July 2019 - December 2023)
- Sr. Director - Retirement Services Transformation Management Office @ (January 2018 - June 2019)
- Regional Vice President - Relationship Management, Retirement Services (Central Region) @ (January 2015 - December 2017)
- Director, Retirement Plan Services @ White Oak Advisors (August 2011 - January 2015)
- Qualified Plan Sales Representative @ (December 2007 - June 2011)
- Relationship Manager @ (May 2006 - December 2007)
- Pension Manager for local TPA firm @ Niles Lankford Group (April 2001 - April 2006)
- Retirement Plan Consultant @ (December 1999 - April 2001)
- Retirement Plan Representative @ (July 1998 - December 1999)
Brian Giles Education
- Purdue University Fort Wayne
BS in Finance
1995-1998 - Purdue University 1993-1995
Brian Giles Skills
- 401k
- 403(b) Consulting
- Business Planning
- Defined Benefit
- Defined Contribution
- ERISA
- Investment Advisory
- Leadership
- Pensions
- Plan Design
- Retirement Plan Benchmarking
- Retirement Plan Consulting
- Retirement Planning
- Series 7
Brian Giles Summary
- Brian Giles, based in Indianapolis, IN, US, is currently a Vice President - Sales Support, Tax Exempt Market at Fidelity Investments. Brian Giles brings experience from previous roles at OneAmerica and White Oak Advisors. Brian Giles holds a 1995 - 1998 BS in Finance @ Purdue University Fort Wayne. With a robust skill set that includes 401k, 403(b) Consulting, Business Planning, Defined Benefit, Defined Contribution and more. Brian Giles has 1 emails and 1 mobile phone numbers on RocketReach.
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