Rick Poole Location
- Naperville, IL, US
Rick Poole Work
- 2024 -now Financial Advisor @
- 2004 -2024 Area Sales Manager @
- 1996 -2004 Area Sales Manager @
- 1993 -1996 Area Sales Manager @ William Penn Funds
Rick Poole Education
- University of Pennsylvania - The Wharton School
CIMA (Investment Management)
2009-2010 - College of financial Planning
CFP
1998-2000 - Penn State University
Bachelor's degree (Finance)
1989-1993
Rick Poole Skills
- Mutual Funds
- Simplicity
- Public Speaking
- Investments
- Financial Services
- Finance
- Sales
- Negotiation
- Marketing
- Microsoft Office
- Sales Management
Rick Poole Summary
- Rick Poole, based in Naperville, IL, US, is currently a Financial Advisor at Edward Jones. Rick Poole brings experience from previous roles at The Hartford, Federated Investors and William Penn Funds. Rick Poole holds a 2009 - 2010 CIMA in Investment Management @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Mutual Funds, Simplicity, Public Speaking, Investments, Financial Services and more. Rick Poole has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Edward Jones Employees
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St. Louis, MO, US
Hasan Malik
Chief Strategy Officer
New York, NY, US
Ron Chapman
CIO
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Eric Koestner
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Jeff Logan
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Jonathan Klestinski
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Edward Smith
CEO
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Maquel Shepperd
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Mark Orzabal Jr
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Penny Pennington
Managing Partner
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Kristin Johnson
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