David Poole Email
Managing Director, Head of US Wealth Management @ Citi
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David Poole Location
- United States
David Poole Work
- 2020 -now Managing Director, Head of US Wealth Management @
- 2013 -2020 Managing Director, Consumer Investments @
- 1999 -2013 VP, Customer Service @
David Poole Skills
- Relationship Management
- Mutual Funds
- Strategy
- Series 63
- Series 24
- Securities
- Call Centers
- Program Management
- Financial Services
- Cross-functional Team Leadership
- Business Analysis
- Portfolio Management
- Customer Experience
- Process Improvement
- Call Center
- Risk Management
- Vendor Management
- Leadership
- Strategic Planning
- Customer Service
David Poole Summary
- David Poole, based in United States, is currently a Managing Director, Head of US Wealth Management at Citi. David Poole brings experience from previous roles at Bank of America and E*TRADE Financial. With a robust skill set that includes Relationship Management, Mutual Funds, Strategy, Series 63, Series 24 and more. David Poole has 3 emails on RocketReach.
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