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

2023 - now Director | Regional Executive | Mid-Atlantic Preferred Business @ Bank of America Merrill Lynch
2021 - 2023 Director | Regional Executive | Mid-Atlantic Preferred Lending @ Bank of America Merrill Lynch
2015 - 2021 Director | Regional Executive | Coastal Southeast @ Bank of America Merrill Lynch

2014 - 2015 Director | Regional Sales Manager | Greater South Carolina @ Bank of America Merrill Lynch
2013 - 2014 Vice President | Market Sales Manager @ Bank of America Merrill Lynch
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2009 - 2013 Financial Solutions Advisor @ Bank of America Merrill Lynch
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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Derek Poole Emails

Found 2 emails

Derek Poole Phone Numbers

Found 1 phone numbers

+1 919-593-XXXX

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