Katie Poole Email & Phone Number
Managing Director @ Pathstone
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Katie Poole Location
- Philadelphia, PA, US
Katie Poole Work
- 2026 -now Managing Director @
- 2015 -now Principal @
- 2012 -now Vice President @
- 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 @
Katie Poole Education
- Penn State University
B.S. Accounting
2000-2004 - Clearfield Area High School 1996-2000
Katie Poole Skills
- Asset Allocation
- Portfolio Management
- Alternative Investments
- Financial Advisory
- Wealth Management
- Fixed Income
- Banking
- Series 7
- Mutual Funds
- Equities
- Investments
- Finance
- Hedge Funds
- Loans
- Investment Management
- Sales
- Financial Modeling
- Project Management
- Microsoft Excel
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 4 emails on RocketReach.
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