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
- Managing Director - Head of National Sales @ (April 2022 - Present)
- Head of Practice Management and Leadership Development - Wells Fargo Wealth and Investment Management @ (March 2021 - April 2022)
- National Director of Advisor Effectiveness, National Sales for The Private Bank @ (May 2014 - March 2021)
- SVP, Client Segments, Wealth and Investment Management @ (March 2009 - May 2014)
- Owner @ (July 2002 - August 2007)
- Equity Analyst @ Selywn Partners (February 2001 - September 2002)
- Manager, Sales and Business Development @ (January 1999 - November 2000)
- Manager, Interactive Services @ (September 1998 - October 1999)
- Analyst @ (August 1997 - September 1998)
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 3 emails and 2 mobile phone numbers on RocketReach.
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