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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 1 mobile phone numbers on RocketReach.
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