Katie Poole Location
Philadelphia, PA, US
Katie Poole Work
- 2026 - now Managing Director @ Pathstone
- 2015 - now Principal @ Mill Creek Capital Advisors
- 2012 - now Vice President @ Mill Creek Capital Advisors
- 2011 - 2012 Vice President @ J.P. Morgan Private Bank
- 2008 - 2011 Senior Investment Management Associate @ Convergent Wealth Advisors
- 2004 - 2008 Vice President; Premier Banking and Investments @ Bank of America
Katie Poole Education
- Penn State University
B.S. Accounting
2000 - 2004 - Clearfield Area High School1996 - 2000
Katie Poole Skills
- Asset Allocation
- Portfolio Management
- Alternative Investments
- Financial Advisory
- Wealth Management
- Fixed Income
- Banking
- Series 7
- Mutual Funds
- Equities
Katie Poole Summary
Katie Poole, based in Philadelphia, PA, US, is currently a Managing Director at Pathstone. Katie Poole brings experience from previous roles at Mill Creek Capital Advisors, LLC (now Pathstone), Mill Creek Capital Advisors, LLC, J.P. Morgan Private Bank and Convergent Wealth Advisors. Katie Poole holds a 2000 - 2004 B.S. Accounting @ Penn State University. With a robust skill set that includes Asset Allocation, Portfolio Management, Alternative Investments, Financial Advisory, Wealth Management and more. Katie Poole has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Katie Poole?
Find contact details for 700 million professionals.
Others Named Katie Poole
-
Katie Prichard
Chief Nursing Officer at Royal Berkshire NHS Foundation Trust
Southampton, England, GB1 -
Katie Bautsch
President at Blue Runner Foods Inc
New Orleans, LA, US34 -
Katie Thomas
Global Enterprise Partnerships at Journey
Surprise, AZ, US52 -
Katie Thomas
Creative Director at Self-Employed
New York, United States11
Top Pathstone Employees
-
Michelle Johnston
Chief Financial Officer at Pathstone
Leawood, KS, US45+ -
Joseph Balducci
Managing Director at Pathstone
Englewood, NJ, US5+5+ -
Jim Coutre
Managing Director at Pathstone
Boston, MA, US24 -
Viet Nguyen
Managing Director at Pathstone
San Francisco, CA, US35 -
Bryan Digel
Managing Director at Pathstone
Bellevue, WA, US25+ -
45+
-
Michael McGowan
Managing Director at Pathstone
Boulder, CO, US32 -
Rachele Bouchand
Managing Director at Pathstone
Bellevue, WA, US24 -
Ari Pontz
Managing Director at Pathstone
Bala Cynwyd, PA, US35+ -
Rob Sawyer
Managing Director at Pathstone
New York, NY, US23 -
Kevin Casey
Managing Director at Pathstone
New York, NY, US35+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
