Richard Poli
Sourcing the Right Capital for your Technology Acquisitions
- Role
- Regional Manager at Technology Finance
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Richard Poli
Unique combination of sales and relationship management skills focused on the financial…
Experience
Regional Manager
Jan 2017 — Present
Education
Washington and Lee University
Bachelor of Arts (B.A.), European History
1986 — 1990
St. Joseph's Prep
Collegiate Preparatory
1982 — 1986
Skills
- Investment Management
- Financial Services
- Series 7
- Asset Management
- Finance
- 401(K) Retirement Savings Plans
- Closed-End Funds
- Asset Managment
- Investments
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 65
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Wealth Management
- Series 63
- Securities Regulation
- Securities
- Etfs
- Hedge Funds
- Series 24
- Equities
- Investment Advisory
- Portfolio Management
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.