Derek Poole Email & Phone Number
Director | Regional Executive | Mid-Atlantic Preferred Business @ Bank of America Merrill Lynch
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Derek Poole Location
- Charleston, SC, US
Derek Poole Work
- Director | Regional Executive | Mid-Atlantic Preferred Business @ (April 2023 - Present)
- Director | Regional Executive | Mid-Atlantic Preferred Lending @ (July 2021 - April 2023)
- Director | Regional Executive | Coastal Southeast @ (October 2015 - July 2021)
- Director | Regional Sales Manager | Greater South Carolina @ (June 2014 - October 2015)
- Vice President | Market Sales Manager @ (March 2013 - June 2014)
- Financial Solutions Advisor @ (July 2009 - March 2013)
Derek Poole Education
- University of North Carolina at Wilmington
Bachelor of Science (B.S.) (Finance and Economics)
2005-2009
Derek Poole Skills
- Series 7
- Wealth Management
- Investments
- Credit
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Banking
- Loans
- Series 66
- Series 9
- Series 10
- Sales
- Financial Services
- Customer Service
- Leadership
- Sales Management
- Finance
- Relationship Management
- Risk Management
- Financial Analysis
- Mortgage Lending
- Securities
- Retail Banking
- Strategic Planning
- Management
- Financial Planning
- Public Speaking
- Marketing
- Marketing Strategy
Derek Poole Summary
- Derek Poole, based in Charleston, SC, US, is currently a Director | Regional Executive | Mid-Atlantic Preferred Business at Bank of America Merrill Lynch. Derek Poole brings experience from previous roles at Bank of America Merrill Lynch. Derek Poole holds a 2005 - 2009 Bachelor of Science (B.S.) in Finance and Economics @ University of North Carolina at Wilmington. With a robust skill set that includes Series 7, Wealth Management, Investments, Credit, Portfolio Management and more. Derek Poole has 1 emails and 1 mobile phone numbers on RocketReach.
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