Dave Miles, CLU®, ChFC®, CFP®
Login to view DISC.Dave Miles is a Vice President and High Net Worth Insurance Specialist at Fifth Third Securities. He leverages his expertise, evidenced by his CLU® and ChFC® certifications, to serve affluent clients. His background includes roles as a Financial Advisor at Regions Investment Solutions and Divisional Sales Manager at Protective Life.
His engineering degree from Cornell University provides him with a unique analytical perspective in the financial services industry.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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