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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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