Nick Poe Email & Phone Number
Wealth Advisor @ Professional Wealth Advisors, LLC
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Nick Poe Location
- Paducah, KY, US
Nick Poe Work
- Wealth Advisor @ (July 2024 - Present)
- Chief Investment Officer @ (July 2013 - July 2024)
- Investment Officer @ (February 2011 - July 2013)
- Financial Advisor @ First Kentucky Bank (February 2007 - August 2009)
- CSR @ (February 2004 - November 2006)
Nick Poe Education
- Murray State University
Master of Business Administration (M.B.A.)
2007-2008 - University of Kentucky
Bachelor of Business Administration (B.B.A.) (Management)
2002-2006
Nick Poe Skills
- Investments
- Banking
- Credit Analysis
- Finance
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Financial Services
- Mutual Funds
- Asset Allocation
- Asset Management
- Series 7
- Business Strategy
- Financial Reporting
- Credit Risk
- Wealth Management
- Corporate Finance
- Investment Banking
- Fixed Income
- Equities
- Investment Strategies
- Financial Markets
Nick Poe Summary
- Nick Poe, based in Paducah, KY, US, is currently a Wealth Advisor at Professional Wealth Advisors, LLC. Nick Poe brings experience from previous roles at Jennings & Associates Financial Advisors, LLC, The Paducah Bank and Trust Company, First Kentucky Bank and Chase. Nick Poe holds a 2007 - 2008 Master of Business Administration (M.B.A.) @ Murray State University. With a robust skill set that includes Investments, Banking, Credit Analysis, Finance, Portfolio Management and more. Nick Poe has 1 emails and 1 mobile phone numbers on RocketReach.
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