Louis Poulin Email & Phone Number
Founder | Financial Advisor Agent | Wealth Advisor Recruiter | Financial Services Search Consultant @ Experienced Advisor Consulting
Louis Poulin's Location
Atlanta, GA, US
Louis Poulin's Work
- Founder | Financial Advisor Agent | Wealth Advisor Recruiter | Financial Services Search Consultant @ Experienced Advisor Consulting
- Arbitrator @ FINRA (Financial Industry Regulatory Authority)
- Field Franchise Vice president @ Financial Services Company
- Regional Director - Branch Development @ Financial Services Company
- Member Board of Trustees @ Phelps Memorial Hospital
- Senior Consultant @ Oculus Partners, LLC
- Consultant @ Oculus Partners, LLC
- Managing Director - Wealth management @ New York Fitness
- Integration Officer (Recruiting ) @ New York Fitness
- Branch Manager -- District manager @ New York Fitness
Louis Poulin's Education
- Université Laval
Bachelor (Business Administration / finance)
- The Wharton School
diploma (Securities Industry Association program (1wk/yr for 3 yrs))
- University of Virginia Darden School of Business
Leadership program ( 1week)
Louis Poulin's Skills
- Wealth Management
- Series 7
- Mutual Funds
- Leadership
- Investments
- Sales Management
- Operational Risk Management
- Series 63
- Strategy
- Financial Services
Louis Poulin's Summary
Louis Poulin, based in Atlanta, GA, US, is currently a Founder | Financial Advisor Agent | Wealth Advisor Recruiter | Financial Services Search Consultant at Experienced Advisor Consulting, bringing experience from previous roles at FINRA, Ameriprise Financial Services, LLC and Phelps Hospital. Louis Poulin holds a Bachelor in Business Administration / finance @ Université Laval. With a robust skill set that includes Wealth Management, Series 7, Mutual Funds, Leadership, Investments and more, Louis Poulin contributes valuable insights to the industry. Louis Poulin has 4 emails and 1 mobile phone number on RocketReach.
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