Lori Poole Email & Phone Number
Wealth Advisor | Principal @ Bartlett Wealth Management
5 free lookup(s).
Lori Poole Location
- Cincinnati, OH, US
Lori Poole Work
- 2018 -now Wealth Advisor | Principal @
- 2015 -now Wealth Advisor @
- 2012 -2015 Investment Advisor Associate @
- 2009 -2012 Client Communications Associate @
- 2008 -2008 Praktikantin and Intern @
- 2007 -2008 Student Worker @ University of Cincinnati College of Business
- 2006 -2007 Analyst @ Marvin F. Poer and Company
Lori Poole Education
- College for Financial Planning
CFP Certification Course
2011-2012 - University of Cincinnati Carl H. Lindner College of Business
BBA (Finance, Real Estate)
2004-2009
Lori Poole Skills
- Wealth Management
- Financial Planning
- Strategic Financial Planning
- Investments
- Financial Services
- Financial Analysis
- Portfolio Management
- Financial Modeling
- Asset Managment
- Customer Service
- Microsoft Office
- Sales
- Project Management
- Microsoft Word
Lori Poole Summary
- Lori Poole, based in Cincinnati, OH, US, is currently a Wealth Advisor | Principal at Bartlett Wealth Management. Lori Poole brings experience from previous roles at Bartlett Wealth Management, Bartlett & Co. and BMW Financial Services. Lori Poole holds a 2011 - 2012 CFP Certification Course @ College for Financial Planning. With a robust skill set that includes Wealth Management, Financial Planning, Strategic Financial Planning, Investments, Financial Services and more. Lori Poole has 2 emails and 1 mobile phone numbers on RocketReach.
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