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David Niles Location
Tulsa, OK, US
David Niles Work
2026 -now First Vice President @
2026 -now Portfolio Management Director @
2013 -now Financial Advisor @
2025 -2026 Senior Portfolio Manager @
2009 -2013 Financial Advisor @
David Niles Education
University of Central Oklahoma - College of Business Administration
Bachelor of Business Administration (B.B.A.) (Finance)
2005-2009
Bishop Kelley High school 2001-2005
David Niles Skills
Management
Financial Reporting
Social Media
Training
Customer Service
Investments
Financial Advisory
Life Insurance
Investment Strategies
Estate Planning
David Niles Summary
David Niles, based in Tulsa, OK, US, is currently a First Vice President at Morgan Stanley. David Niles brings experience from previous roles at Morgan Stanley and Wells Fargo Advisors. David Niles holds a 2005 - 2009 Bachelor of Business Administration (B.B.A.) in Finance @ University of Central Oklahoma - College of Business Administration. With a robust skill set that includes Management, Financial Reporting, Social Media, Training, Customer Service and more. David Niles has 1 emails and 1 mobile phone numbers on RocketReach.
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