Derek Poole

Bank of America Merrill Lynch @Bank of America Merrill Lynch

Charleston, SC, US
EMAILS
d••••••••@bofa.com
MOBILE NUMBERS
+19•••••••70

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WORK HISTORY

Present

Bank of America Merrill Lynch @Bank of America Merrill Lynch

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EDUCATION

2005 — 2009

University of North Carolina Wilmington

Bachelor of Science (B.S.), Finance and Economics

SKILLS

SecuritiesSeries 10ManagementSeries 9InvestmentsWealth ManagementFinancial PlanningMortgage LendingRetail BankingSeries 7Retirement PlanningFinancial ServicesCustomer ServiceBankingMutual FundsRisk ManagementSalesCreditPortfolio ManagementLoansSales ManagementLeadershipSeries 66Financial AnalysisStrategic PlanningRelationship ManagementFinance

ABOUT DEREK POOLE

Experienced Regional Executive with a demonstrated history of working in the financial…

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