Melissa Giles Email & Phone Number
Associate Vice President and Director of Portfolio Management @ Americana Partners
Melissa Giles Location
Austin, TX, US
Melissa Giles Work
- 2019 - now Associate Vice President and Director of Portfolio Management @ Americana Partners
- 2017 - 2019 Private Wealth Management Analyst @ Morgan Stanley
- 2015 - 2017 Private Wealth Management Senior Registered Associate @ Morgan Stanley
- 2013 - 2014 Complex Service Manager @ Morgan Stanley
- 2011 - 2013 Registered Associate @ Morgan Stanley
- 2007 - 2011 Associate Wealth Management Advisor @ Northwestern Mutual
Melissa Giles Education
- University of Missouri
Bachelor Of Science (Business Administration)
2001 - 2005
Melissa Giles Skills
- Wealth Management
- Investments
- Series 7
- Certified Financial Planner
- Personal Financial Planning
- Retirement Planning
- Asset Allocation
- Life & Health Insurance Licenses
- Financial Advisory
- Mutual Funds
Melissa Giles Summary
Melissa Giles, based in Austin, TX, US, is currently a Associate Vice President and Director of Portfolio Management at Americana Partners. Melissa Giles brings experience from previous roles at Morgan Stanley. Melissa Giles holds a 2001 - 2005 Bachelor Of Science in Business Administration @ University of Missouri. With a robust skill set that includes Wealth Management, Investments, Series 7, Certified Financial Planner, Personal Financial Planning and more. Melissa Giles has 2 emails on RocketReach.
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Top Americana Partners Employees
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Robert Muse
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Matthew Celenza
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