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David Liles Email & Phone Number

Director, Wealth Strategy and Administration at Yellow Cardinal Advisory Group
Location: Milford, Ohio, United States 11 work roles 3 schools
1 work email found @bankatfirst.com 6 phones found area 513, 757, and 617 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email d****@bankatfirst.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Director, Wealth Strategy and Administration
Location
Milford, Ohio, United States

Who is David Liles? Overview

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Quick answer

David Liles is listed as Director, Wealth Strategy and Administration at Yellow Cardinal Advisory Group, based in Milford, Ohio, United States. AeroLeads shows a work email signal at bankatfirst.com, phone signal with area code 513, 757, 617, and a matched LinkedIn profile for David Liles.

David Liles previously worked as First Vice President Wealth Management at First Financial Bank and Vice President, Client Group Program Manager at First Financial Bank. David Liles holds Mba, Finance And Management from Miami University.

Company email context

Email format at Yellow Cardinal Advisory Group

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{first}.{last}@bankatfirst.com
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AeroLeads found 1 current-domain work email signal for David Liles. Compare company email patterns before reaching out.

Profile bio

About David Liles

--Proven ability to lead groups to achieve desired results in a variety of environments.--Built personal competency in large scale improvement, change and design.--Outstanding organizational, communication and interpersonal skills.--Experienced undergraduate business instructor.--Board level experience with non-profit organizations.Specialties: --Held positions of increasing responsibility in financial services operations to include large transaction processing organizations and professional-level implementation project managers who had direct client responsibility post-sales.--Led deployment of strategic business improvement effort to include measurement, project selection, team training and project execution.

Listed skills include Business Process Improvement, Leadership, Management, Strategy, and 17 others.

Current workplace

David Liles's current company

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Yellow Cardinal Advisory Group
Yellow Cardinal Advisory Group
Director, Wealth Strategy and Administration
AeroLeads page
11 roles

David Liles work experience

A career timeline built from the work history available for this profile.

Director, Wealth Strategy And Administration

Current

Cincinnati Metropolitan Area

Responsible for operations, administration and strategic business roadmap.

Dec 2022 - Present

Vice President, Client Group Program Manager

Cincinnati, Ohio Area

Working with bank senior leadership to improve strategy and execution across various lines of business.

Jul 2012 - Jan 2023

Senior Director, Communications

Cincinnati, Ohio Area

--Responsible for production of critical marketing and regulatory material across the national client base for Fidelity's retirement services --Owned productivity, quality and other service level agreements --Major initiative efforts included building significant offshore presence--During this role, managed operational aspects of major print vendor conversion

May 2010 - Jul 2012

Vice President, Process Owner

--Responsible for implementing redesigned end-to-end processes for our inbound data quality management across our national 401(k) service platform, which includes over 13,000 plans and 13 million participants. --Responsibilities include diagnosis, design, and implementation of new, end-to-end measurement, process, roles and technology.--Ensure success through effective communication and change management techniques. --Own performance of the process on an ongoing basis by working with business leadership.

Jan 2007 - May 2010

Vice President, Business Improvement

--Lead successful deployment of Six Sigma project management and process management methodology through project selection, employee training and project completion. --Manage a group of Six Sigma Black Belt Project Managers responsible for completing improvement projects, consulting with functional senior leaders on scorecard measures and training needs. --Team identified $1.8 million in savings benefit during 2006. --While pursing Black Belt certification in 2005, personally completed projects with identified savings benefit over $1 million.

Jan 2005 - Jan 2007

Vice President, Transition Services

--Led a group of professional-level team leaders and project managers in all aspects of 401 (k) benefit plan conversion, to include plan document review and audit, payroll record format and transmission, asset and record transfer and reconciliation. --Average annual conversion project volume exceeded 300 projects and hundreds of millions of dollars in assets. --Responsible for capacity management, development of associates, direct customer service results and to manage associated risk. --Developed strategy for and executed against annual business plan, including a change effort to new conversion process, organizational structure, roles and technology. --Responsible for development of and adherence to $8 million annual budget.

Jun 2000 - Jan 2005

Manager/Director Of Transaction Processing

--Managed a 33-person department that executes contribution and distribution processing for over 1,100 corporate retirement (401(k)) plans. --Responsible for implementing financial risk management strategies, control systems and technology-based solutions to improve operational efficiency. --Developed and managed to a $3 million annual budget.

Jun 1994 - Jun 2000

Visiting Instructor

Responsible for curriculum implementation, assignments and examinations for 200 and 300-level undergraduate operations management and economics classes.

Sep 1995 - May 2005

Manager

Developed a 20-member production team during the implementation of a team-based work system. Participated in a strategic manufacturing reconfiguration project start-up.

Oct 1990 - Aug 1992

Platoon Leader

--As Maintenance Officer, raised readiness rate of 60 pieces of equipment from 75% to 90% in 9 months using planned maintenance scheduling. --Served as Liaison Officer between commander of a 300 soldier logistics task force and the Commander of U.S. forces during a deployment to Honduras, Central America.

Sep 1987 - Sep 1990
3 education records

David Liles education

Mba, Finance And Management

Activities and Societies: Beta Gamma Sigma Business Honor SocietyGraduate Assistant to Page Center for Entrepreneurship

Ba, Environmental Science

Activities and Societies: President, Beta Iota Chapter, Delta Tau Delta Army ROTC Scholarship

Education record

Western Branch High School
FAQ

Frequently asked questions about David Liles

Quick answers generated from the profile data available on this page.

What company does David Liles work for?

David Liles works for Yellow Cardinal Advisory Group.

What is David Liles's role at Yellow Cardinal Advisory Group?

David Liles is listed as Director, Wealth Strategy and Administration at Yellow Cardinal Advisory Group.

What is David Liles's email address?

AeroLeads has found 1 work email signal at @bankatfirst.com for David Liles at Yellow Cardinal Advisory Group.

What is David Liles's phone number?

AeroLeads has found 6 phone signal(s) with area code 513, 757, 617 for David Liles at Yellow Cardinal Advisory Group.

Where is David Liles based?

David Liles is based in Milford, Ohio, United States while working with Yellow Cardinal Advisory Group.

What companies has David Liles worked for?

David Liles has worked for Yellow Cardinal Advisory Group, First Financial Bank, Fidelity Investments, Miami University, and Procter & Gamble.

How can I contact David Liles?

You can use AeroLeads to view verified contact signals for David Liles at Yellow Cardinal Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did David Liles attend?

David Liles holds Mba, Finance And Management from Miami University.

What skills is David Liles known for?

David Liles is listed with skills including Business Process Improvement, Leadership, Management, Strategy, Process Improvement, Project Management, Financial Services, and Change Management.

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