Brendan Poole

Brendan Poole Email and Phone Number

Financial Advisor at RBC Wealth Management @ RBC Wealth Management
Newport Beach, California, United States
Brendan Poole's Location
Santa Monica, California, United States, United States
Brendan Poole's Contact Details

Brendan Poole personal email

Brendan Poole phone numbers

About Brendan Poole

Brendan Poole is a Financial Advisor at RBC Wealth Management at RBC Wealth Management. He possess expertise in finance, investments, investment strategies, 401k, securities and 24 more skills.

Brendan Poole's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Financial Advisor at RBC Wealth Management
Newport Beach, California, United States
Website:
rbcwealthmanagement.com
Employees:
8199
Brendan Poole Work Experience Details
  • Rbc Wealth Management
    Rbc Wealth Management
    Newport Beach, California, United States
    View
  • Rbc Wealth Management
    Financial Advisor
    Rbc Wealth Management Dec 2023 - Present
    Toronto, Ontario, Ca
    View
  • First Republic Private Wealth Management
    Senior Registered Associate
    First Republic Private Wealth Management Jul 2020 - Jun 2023
    Us
    View
  • J.P. Morgan
    Investment Associate
    J.P. Morgan Sep 2014 - Jan 2020
    New York, Ny, Us
    View
  • Bay Mutual Financial Llc
    Senior Sales Associate
    Bay Mutual Financial Llc Mar 2010 - Jan 2014
    View

Brendan Poole Skills

Finance Investments Investment Strategies 401k Securities Mutual Funds Asset Management Portfolio Management Wealth Management Asset Allocation Retirement Planning Risk Management Equities Banking Fixed Income Investment Advisory Due Diligence Capital Markets Alternative Investments Financial Services Retirement Variable Annuities Series 7 Hedge Funds Aml Financial Risk Series 63 Series 24 Series 99

Brendan Poole Education Details

  • University Of San Diego
    University Of San Diego
    General
  • Chaminade College Preparetory
    Chaminade College Preparetory

Frequently Asked Questions about Brendan Poole

What company does Brendan Poole work for?

Brendan Poole works for Rbc Wealth Management

What is Brendan Poole's role at the current company?

Brendan Poole's current role is Financial Advisor at RBC Wealth Management.

What is Brendan Poole's email address?

Brendan Poole's email address is br****@****ail.com

What is Brendan Poole's direct phone number?

Brendan Poole's direct phone number is +121283*****

What schools did Brendan Poole attend?

Brendan Poole attended University Of San Diego, Chaminade College Preparetory.

What skills is Brendan Poole known for?

Brendan Poole has skills like Finance, Investments, Investment Strategies, 401k, Securities, Mutual Funds, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Retirement Planning, Risk Management.

Who are Brendan Poole's colleagues?

Brendan Poole's colleagues are George Prince, Jared Stephenson, Cfp, Cim, Ellie Madson, Sid Levov, Sam Garbow, Zack Panek, Rhonda Baker.

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