Jeffrey Giles Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Jeffrey Giles Location
- United States
Jeffrey Giles Work
- VP - Financial Consultant @ (October 2025 - Present)
- Engagement Manager @ (January 2024 - October 2025)
- Senior Specialist, Trading Solutions @ (June 2021 - December 2023)
- Specialist, Trading Solutions @ (April 2019 - May 2021)
- Retail Trading Representative @ (August 2018 - April 2019)
- Financial Services Representative @ (December 2017 - August 2018)
- Financial Services Professional @ (January 2017 - December 2017)
- Life Insurance Agent @ (July 2016 - December 2017)
- Office Manager @ Genii HealthCare Services, LLC (May 2015 - December 2016)
- Lead Sales Consultant @ (October 2012 - June 2016)
- Photo Specialist @ Walgreens (May 2009 - July 2011)
Jeffrey Giles Education
- Southeast Missouri State University
Bachelor of Science in Business Administration (International Business)
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 VP - Financial Consultant at Charles Schwab. Jeffrey Giles brings experience from previous roles at Charles Schwab and 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 5 emails and 7 mobile phone numbers on RocketReach.
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