Managing Director, Strategic Initiatives @ (September 2021 - February 2023)
Managing Director, Operations @ (September 2015 - September 2021)
Vice President Head of General Account Operations @ (May 2013 - May 2015)
Chief Administrative Officer Bond and Corporate Finance Group @ (April 2010 - April 2013)
General Manager JH Investments (Delaware) LLC @ (March 2009 - March 2010)
AVP Fund Administration Project Office @ (June 2006 - February 2009)
AVP Annuity Operations @ (January 2000 - May 2006)
Stephen Giles Education
Boston College Carroll School of Management
MSF
1995-1997
Northeastern University
BS Business Administration 1993
Stephen Giles Skills
Mutual Funds
Investments
Securities
Financial Services
Financial Markets
Financial Analysis
Series 7
Leadership
Corporate Finance
Fixed Annuities
Relationship Management
Financial Advisory
Management
Equities
Fixed Income
Asset Allocation
Sales Management
Finance
Public Speaking
Stephen Giles Summary
Stephen Giles, based in Delray Beach, FL, US, is currently a Managing Director, Chief Business Officer, Fixed Income at InspereX. Stephen Giles brings experience from previous roles at InspereX and Manulife Financial. Stephen Giles holds a 1995 - 1997 MSF @ Boston College Carroll School of Management. With a robust skill set that includes Mutual Funds, Investments, Securities, Financial Services, Financial Markets and more. Stephen Giles has 3 emails and 2 mobile phone numbers on RocketReach.
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