Jeff Poole Location
- San Clemente, CA, US
Jeff Poole Work
- 2017 - now Managing Partner @
- 2009 - 2017 Financial Consultant @
- 2005 - 2008 Financial Advisor @
- 1998 - 2004 Financial Consultant @
Jeff Poole Education
- Chapman University
Bachelor of Science - BS (Business Administration)
1993 - 1997
Jeff Poole Skills
- Retirement Planning
- Investment Management
- Fiduciary
- 401(k) Retirement Savings Plans
- Retirement Services
- Retirement Plan Consulting
- Retirement Income Strategies
- Retirement Solutions
- Marketing
- Project Management
- Customer Service
- Business Strategy
- Strategic Planning
- Business Development
- Management
- 401 Retirement Savings Plans
Jeff Poole Summary
- Jeff Poole, based in San Clemente, CA, US, is currently a Managing Partner at Wealth Analytics. Jeff Poole brings experience from previous roles at Fidelity Investments, Bank of America and Merrill Lynch. Jeff Poole holds a 1993 - 1997 Bachelor of Science - BS in Business Administration @ Chapman University. With a robust skill set that includes Retirement Planning, Investment Management, Fiduciary, 401(k) Retirement Savings Plans, Retirement Services and more. Jeff Poole has 2 emails and 1 mobile phone numbers on RocketReach.
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