Since 2018, Kristin Poole has been working in Krilogy Financial situated 104, 104. Kristin Poole is a well-qualified Vice President, Private Client Wealth Advisor with over 22 years of work experience. According to Kristin's resume and work profile, Kristin has worked at more than 11 places with numerous backgrounds and got different skills. Kristin attended school at the Saint Louis University from 2005 to 2007. Kristin Poole can be found in Saint Louis, Missouri – where this expert is currently located. You can search for the person's contacts. We can also provide you detailed contact information upon request.
Name variants:
Kristina Poole
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 12, 2022
Email
kp**@legatrust.com
Location
Saint Louis, MO
Company
Workplace
Vice President, Private Client Wealth Advisor
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Vice President, Private Client Wealth Advisor
600 Emerson Rd Suite 110 St, Louis, MO
I have served as a Financial Advisor for over a decade. I provide holistic financial planning and investment consulting for a fee (never a commission). For some, planning for the future can ...
from Jul 2018
Investment Policy Committee, Member
8182 Maryland Ave SUITE 500, Clayton, MO 63105
2014 — 2018
Adjunct Lecturer
1 Brookings Dr St, Louis, MO
Teach 'Wealth Management - Practice' course annually for the Master of Finance program at the Olin School of Business
from 2017
Director of Advisory Services
8182 Maryland Ave SUITE 500, Clayton, MO 63105
2013 — 2015
Portfolio Advisor
8182 Maryland Ave SUITE 500, Clayton, MO 63105
May 2011 — Dec 2013
Managing Director
Legatrust Financial Advisors is a Registered Investment Advisor which provides objective financial advice. Aligning clients' investments with their life and their legacy, they are the truste...
2010 — 2011
Managing Associate
As a Managing Associate I worked with other firm leadership to strengthen our financial advisors. Through coaching, joint casework, and accountability systems, I served advisors not only on ...
2008 — 2010
Leader, Impact Alliance For Women
The Impact Alliance for Women is a strategic marketing program with the mission of "empowering women through education to make sound financial decisions." In partnership with our board of ad...
2007 — 2010
Financial Advisor
As a needs-based financial advisor, I built my practice by focusing on client priorities and concerns. Through investments and risk management, I help my clients find peace of mind. Series 7...
2006 — 2010
Owner
This company provides home care to seniors who are in need of a little help, often to prevent a move to a nursing home. With some assistance with personal care and some help around the house...
2004 — 2006
English Teacher
As an English teacher in at Colegio Marymount in Cuernavaca, I had the pleasure of teaching literature to 9th and 11th graders. As most non-classroom business, such as parent-teacher confere...
2002 — 2004
Education
2005 — 2007
1997 — 2002
1993 — 1997
Occupations
Executive
Vice President
Advisor
Financial Broker
Financial Consultant
Health Specialist
Certified Nurse Aide
Partner
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Estate Planning
Retirement Planning
FAQs about Kristin Poole
What is the main profession of Kristin Poole?
This professional's job is Vice President, Private Client Wealth Advisor
What jobs is Kristin Poole a professional at?
The expert is a professional Executive and Vice President jobs.
Where is Kristin Poole currently located?
The professional is located in Saint Louis, Missouri.
Does the expert have the email address?
kp**@legatrust.com is Kristin's email address.
How many companies did Kristin Poole work at?
Kristin Poole worked at 11 jobs.
Where has Kristin Poole studied?
Kristin studied at the Saint Louis University from 2005 to 2007.
What languages does Kristin Poole speak?
Kristin Poole speaks English and Spanish.
Are there any professional industries Kristin Poole works in?
Kristin works in Financial Services industry.