David Poole Email
Senior Consultant @ Independent Consultant
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David Poole Location
- Geneva, Switzerland
David Poole Work
- Consultancy
- Senior Consultant @ (October 2022 - Present)
- Managing Director @ (November 2015 - September 2022)
- Senior Vice President Private Banking Geneva @ (June 2011 - October 2015)
- Director @ Banque Heritage ( www.heritage.ch ) (March 2010 - June 2011)
- Senior Relationship Director @ (July 2008 - September 2009)
- Senior Relationship Director @ (July 2008 - February 2010)
- Regional Manager @ (January 2008 - July 2008)
- Head of International Private Banking London team @ (June 2001 - December 2007)
David Poole Education
- UK
Finance (Leadership)
David Poole Skills
- Private Banking
- Wealth Management
- High Net Worth Individuals
- Banking
- Wealth Management Services
- Asset Management
- Business Development
- CRM
- Financial Services
- Investment Banking
- Investments
- Management
- New Business Development
- Portfolio Management
- Securities
- Strategic Financial Planning
- Wealth
- Financial Planning
- High Net Worth
- Marketing
- Customer Service
- Strategic Financial
David Poole Summary
- David Poole, based in Geneva, Switzerland, is currently a Senior Consultant at Consultancy. David Poole brings experience from previous roles at Consultancy, UBP - Union Bancaire Privée, Coutts Bank and Banque Heritage ( www.heritage.ch ). David Poole holds a Finance in Leadership @ UK. With a robust skill set that includes Private Banking, Wealth Management, High Net Worth Individuals, Banking, Wealth Management Services and more. David Poole has 1 emails on RocketReach.
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