David Poland's Location
Jackson, MS, US
David Poland's Work
- Financial Advisor @ Coker and Palmer Investment Securities, Inc.
- Financial Advisor @ Legg Mason, and then merged into Citi Smith Barney in 2005
David Poland's Skills
- Investments
- Mutual Funds
- Wealth Management
- Financial Advisory
- Investment Advisory
- Retirement Planning
- Customer Service
- Leadership
- Microsoft Office
- Project Management
David Poland's Summary
David Poland, based in Jackson, MS, US, is currently a Financial Advisor at Coker and Palmer Investment Securities, Inc., bringing 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 contributes valuable insights to the industry. David Poland has 1 email on RocketReach.
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Institutional Equity Sales at Coker and Palmer Investment Securities, Inc.
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