Brian Poe Email & Phone Number
Family Wealth Strategist @ TFO Family Office Partners
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Brian Poe Location
- Phoenix, AZ, US
Brian Poe Work
- Family Wealth Strategist @ (March 2022 - Present)
- Wealth Counselor @ (August 2019 - February 2022)
- Senior Client Associate @ (January 2019 - August 2019)
- Private Bank CSA @ (January 2017 - January 2018)
- Financial Advisor @ (January 2004 - January 2016)
- Financial Advisor @ (January 2002 - January 2003)
- Sales Associate @ (January 1999 - January 2002)
Brian Poe Education
- The American College of Financial Services
CFP Certification Education
2011 - University of Washington - Michael G. Foster School of Business
Bachelor's Degree (Business Administration and Management)
2003
Brian Poe Skills
- Wealth Management
- Finance
- Financial Advisory
- Investments
- Personal Financial Planning
- Certified Financial Planner
- Portfolio Management
- Asset Based Lending
- Mortgage Lending
- Banking
Brian Poe Summary
- Brian Poe, based in Phoenix, AZ, US, is currently a Family Wealth Strategist at TFO Family Office Partners. Brian Poe brings experience from previous roles at Versant Capital Management, Inc., J.P. Morgan and Merrill Lynch Wealth Management, Bank of America Corporation. Brian Poe holds a CFP Certification Education @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Finance, Financial Advisory, Investments, Personal Financial Planning and more. Brian Poe has 2 emails and 1 mobile phone numbers on RocketReach.
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