Full Name
Brian Giles
Job Title
Practice Leader - Tax-Exempt Markets
Firm Name
Speaker Bio
Retirement services professional with 25 years experience in business development, sales, relationship management and managing strategic projects. Skilled at working within cross functional teams to achieve project delivery. In my current role as Regional VP for tax-exempt sales, I provide ideas, knowledge and information, both technical and practical, in an effort to improve plan and participant outcomes. I provide consulting and subject matter expertise to our external sales team and financial advisor partners in the tax-exempt retirement plan market, which includes the follow market segments: Hospital/Healthcare, Social & Community Services, Governmental, Education and Church plans.
Brian Giles