Chad Miles Email & Phone Number
Vice President | Private Wealth Advisor | Market Lead @ First Bank
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Chad Miles Location
- California, United States
Chad Miles Work
- Vice President | Private Wealth Advisor | Market Lead @ (July 2022 - Present)
- First Bank Wealth Management | Private Wealth Advisor with Oasic Institutions @ (July 2022 - Present)
- Wealth Financial Advisor, VP @ (June 2018 - July 2022)
- Vice President @ (September 2016 - June 2018)
- Financial Consultant @ (February 1998 - August 2016)
- Divisional Vice President @ (September 2004 - November 2009)
Chad Miles Education
- The Wharton School
Retirement Planning Specialist
2011 - Texas Tech University - Rawls College of Business
Business Administration (Marketing)
1994-1997
Chad Miles Skills
- Retirement Planning
- Investment Advisory Services
- Estate Planning Strategies
- Insurance Strategies
- Wealth Management
- Investment Planning
- Long-term Care Planning Strategies
- College Savings Plans
- IRA Distribution Planning
- Financial Planning IAR
Chad Miles Summary
- Chad Miles, based in California, United States, is currently a Vice President | Private Wealth Advisor | Market Lead at First Bank. Chad Miles brings experience from previous roles at First Bank, Bank of the West, Lenox Advisors and AXA Advisors. Chad Miles holds a Retirement Planning Specialist @ The Wharton School. With a robust skill set that includes Retirement Planning, Investment Advisory Services, Estate Planning Strategies, Insurance Strategies, Wealth Management and more. Chad Miles has 2 emails and 2 mobile phone numbers on RocketReach.
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