Jeffrey Giles Email & Phone Number
Engagement Manager @ Charles Schwab
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Jeffrey Giles Location
- United States
Jeffrey Giles Work
- 2024 - now Engagement Manager @
- 2021 - 2023 Senior Specialist, Trading Solutions @
- 2019 - 2021 Specialist, Trading Solutions @
- 2018 - 2019 Retail Trading Representative @
- 2017 - 2018 Financial Services Representative @
- 2017 - 2017 Financial Services Professional @
- 2016 - 2017 Life Insurance Agent @
- 2015 - 2016 Office Manager @ Genii HealthCare Services, LLC
- 2012 - 2016 Lead Sales Consultant @
- 2009 - 2011 Photo Specialist @ Walgreens
Jeffrey Giles Education
- Southeast Missouri State University
Bachelor of Science in Business Administration (International Business)
2016
Jeffrey Giles Skills
- Public Speaking
- Life Insurance
- Accountability
- Estate Planning
- Employee Benefits Design
- Wealth Accumulation
- Personal Finance
- 401k Rollovers
- Creative Problem Solving
- Succession Planning
- Retirement Planning
- Series 7
- Series 6
- Series 63
- Customer Service
- Customer Satisfaction
- Time Management
- Team Leadership
Jeffrey Giles Summary
- Jeffrey Giles, based in United States, is currently a Engagement Manager at Charles Schwab. Jeffrey Giles brings experience from previous roles at TD Ameritrade. Jeffrey Giles holds a Bachelor of Science in Business Administration in International Business @ Southeast Missouri State University. With a robust skill set that includes Public Speaking, Life Insurance, Accountability, Estate Planning, Employee Benefits Design and more. Jeffrey Giles has 3 emails and 1 mobile phone numbers on RocketReach.
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Jeffrey Giles
Outside Sales and Project Manager
Pittsburgh, PA, US
Top Charles Schwab Employees
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