Monte Poole's Location
Jacksonville, FL, US
Monte Poole's Work
- VP Client Service Manager @ Merrill Lynch
- Solutions Center @ Merrill Lynch
- Instructor, Tax Manager, Team Lead @ American Transtech
Monte Poole's Education
- Cumberland College
(Business Administration)
1980 - 1982
Monte Poole's Skills
- Series 63
- Microsoft Office
- Business Development
- Marketing
- Public Speaking
- Accounting
- Financial Analysis
- FINRA
- Hold Series 7
- Series 66
Monte Poole's Summary
Monte Poole, based in Jacksonville, FL, US, is currently a VP Client Service Manager at Bank of America Merrill Lynch, bringing experience from previous roles at Bank of America Merrill Lynch and American Transtech. Monte Poole holds a 1980 - 1982 Cumberland College. With a robust skill set that includes Series 63, Microsoft Office, Business Development, Marketing, Public Speaking and more, Monte Poole contributes valuable insights to the industry. Monte Poole has 2 emails and 1 mobile phone number on RocketReach.
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