David Poole Email
Managing Director, Head of US Wealth Management @ Citi
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David Poole Location
- United States
David Poole Work
- Managing Director, Head of US Wealth Management @ (November 2020 - Present)
- Managing Director, Consumer Investments @ (March 2013 - November 2020)
- VP, Customer Service @ (February 1999 - March 2013)
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 2 emails on RocketReach.
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