Lori Poole
- Role
- Wealth Advisor Principal at Bartlett Wealth Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lori Poole
At Bartlett, we see life\'s transitions as opportunities for growth. Our team of wealth…
Experience
Wealth Advisor Principal
Apr 2018 — Present
Skills
- Portfolio Management
- Asset Managment
- Investments
- Strategic Financial Planning
- Financial Planning
- Customer Service
- Financial Services
- Financial Analysis
- Financial Modeling
- Wealth Management
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