Lori Poole Email & Phone Number
Wealth Advisor | Principal @ Bartlett Wealth Management
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Lori Poole Location
- Cincinnati, OH, US
Lori Poole Work
- Wealth Advisor | Principal @ (April 2018 - Present)
- Wealth Advisor @ (September 2015 - Present)
- Investment Advisor Associate @ (August 2012 - September 2015)
- Client Communications Associate @ (August 2009 - August 2012)
- Praktikantin and Intern @ (April 2008 - September 2008)
- Student Worker @ University of Cincinnati College of Business (September 2007 - March 2008)
- Analyst @ Marvin F. Poer and Company (March 2006 - September 2007)
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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