Rob Miles Email & Phone Number
Managing Director - Head of National Sales @ Truist Wealth
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Rob Miles Location
- Charlotte, NC, US
Rob Miles Work
- 2022 -now Managing Director - Head of National Sales @
- 2021 -2022 Head of Practice Management and Leadership Development - Wells Fargo Wealth and Investment Management @
- 2014 -2021 National Director of Advisor Effectiveness, National Sales for The Private Bank @
- 2009 -2014 SVP, Client Segments, Wealth and Investment Management @
- 2002 -2007 Owner @
- 2001 -2002 Equity Analyst @ Selywn Partners
- 1999 -2000 Manager, Sales and Business Development @
- 1998 -1999 Manager, Interactive Services @
- 1997 -1998 Analyst @
Rob Miles Education
- Duke University
Bachelor Of Arts (Economics, History)
1993-1997 - The Lawrenceville School 1989-1993
- Brunswick School 1980-1990
Rob Miles Skills
- Strategy
- Leadership
- Performance Improvement
- Product Development
- Business Development
- Management
- Management Consulting
- Analysis
- Financial Analysis
- Investments
- Financial Services
- Financial Modeling
- Portfolio Management
- Mergers & Acquisitions
- Integration
- Start-ups
- Business Planning
- Mergers
- Strategic Planning
- Start Ups
- Mergers and Acquisitions
Rob Miles Summary
- Rob Miles, based in Charlotte, NC, US, is currently a Managing Director - Head of National Sales at Truist Wealth. Rob Miles brings experience from previous roles at Wells Fargo and WD Partners LLC. Rob Miles holds a 1993 - 1997 Bachelor Of Arts in Economics, History @ Duke University. With a robust skill set that includes Strategy, Leadership, Performance Improvement, Product Development, Business Development and more. Rob Miles has 2 emails and 2 mobile phone numbers on RocketReach.
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