Eric Poole Email & Phone Number
Investment Advisor Representative
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Eric Poole Location
- Louisville, KY, US
Eric Poole Work
- 2014 -now Investment Advisor Representative @ Kentucky Planning Partners
- 2013 -2014 WealthVision Para-Planner @ Kentucky Planning Partners
Eric Poole Education
- Sullivan University
Master of Business Administration - MBA
2013-2015 - Bellarmine University
Executive Certificate in Financial Planning Program (Financial Planning and Services)
2012-2013 - University of Louisville
Bachelor of Business Administration (BBA) (Finance and Management)
2007-2012 - Male High School
High School
2003-2007
Eric Poole Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Independent Financial Advice
- Financial Planners
- Public Speaking
- Fixed Annuities
- Pensions
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Rollovers
- Series 66
- Investment Advisory
- Strategic Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- New Business Development
- Customer Service
- Long Term Care
- Financial Analysis
- Disability Insurance
- Wealth
- Management
- 401k Rollovers
- Independent Financial
- Strategic Financial
- Term Life Insurance
- Health Insurance
- Retirement
- Life and Health Insurance Licenses
- Life and Health Insurance
- Series 7
- Employee Benefits
- Securities
- Investment Management
Eric Poole Summary
- Eric Poole, based in Louisville, KY, US, is currently a Investment Advisor Representative at Kentucky Planning Partners. Eric Poole brings experience from previous roles at Kentucky Planning Partners. Eric Poole holds a 2013 - 2015 Master of Business Administration - MBA @ Sullivan University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Independent Financial Advice, Financial Planners and more. Eric Poole has 2 emails and 2 mobile phone numbers on RocketReach.
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