David Poland Email & Phone Number
Financial Advisor
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David Poland Location
- Jackson, MS, US
David Poland Work
- now Financial Advisor @ Coker and Palmer Investment Securities, Inc.
- 1993 -2009 Financial Advisor @ Legg Mason, and then merged into Citi Smith Barney in 2005
David Poland Skills
- Investments
- Mutual Funds
- Wealth Management
- Financial Advisory
- Investment Advisory
- Retirement Planning
- Customer Service
- Leadership
- Microsoft Office
- Project Management
- Financial Analysis
- Budgets
David Poland Summary
- David Poland, based in Jackson, MS, US, is currently a Financial Advisor at Coker and Palmer Investment Securities, Inc.. David Poland brings experience from previous roles at Legg Mason, and then merged into Citi Smith Barney in 2005. With a robust skill set that includes Investments, Mutual Funds, Wealth Management, Financial Advisory, Investment Advisory and more. David Poland has 1 mobile phone numbers on RocketReach.
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