2000 -
now Senior Financial Advisor, Managing Director-Investments @
John Poole Education
Penn State Abington
(Project Management)
2016
-
2016
RMA Commercial Lending School 2014
-
2014
Pennsylvania State University
Bachelor of Science (Management)
1996
-
1996
Central High School of Philadelphia 1988
-
1991
John Poole Skills
Mutual Funds
Wealth Management
Series 7
Leadership
Management
Customer Service
Sales
Banking
Team Building
Business Development
Mortgage Lending
Training
Coaching
Selling
Sales Management
Event Management
Retail Banking
Loans
Social Media
Credit
Finance
Public Relations
Time Management
New Business Development
Event Planning
Direct Sales
Portfolio Management
Call Centers
Cold Calling
Cross Selling
Social Media Marketing
Financial Services
Consumer Lending
Facilities Management
Loan Origination
Interviews
Event Producing
Customer Satisfaction
Human Resources
Program Management
Small Business
Building Relationships
Project Management
Series 6
Series 63
Life Insurance
Report Writing
Business Relationship Management
Investments
Catering Sales
John Poole Summary
John Poole, based in Birmingham, AL, US, is currently a Senior Financial Advisor, Managing Director-Investments at Wells Fargo Advisors. John Poole holds a 2016 - 2016 Penn State Abington. With a robust skill set that includes Mutual Funds, Wealth Management, Series 7, Leadership, Management and more. John Poole has 5 emails and 1 mobile phone numbers on RocketReach.
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