Susan L. Pool
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Profil
Ms. Susan L.
Pool is Senior Vice President at TrueNorth, Inc. She has been with TrueNorth since its inception in 1999.
She is also employed by TrueNorth Securities, Inc., a wholly-owned broker-dealer subsidiary of TrueNorth, Inc. She was previously associated for 18 years with BANK IV Kansas, as Regional Manager for a group of the BANK IV Kansas retail bank branches, and from 1989 to 1996 as Senior Vice President and Manager of the Professional & Executive Banking Groups.
Ms. Pool is a graduate of Kansas Newman College (Newman University) in Wichita, Kansas, with a BS/BA in Business Administration and History in 1980.
In addition, she is a graduate of the University of Wisconsin at Madison’s Graduate School of Banking and in 2008 earned the Certified Financial Planner designation.
Anciens postes connus de Susan L. Pool
| Sociétés | Poste | Fin |
|---|---|---|
| Bank IV, NA (Wichita, Kansas) | Corporate Officer/Principal | 31/12/1998 |
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Sales & Marketing | - |
Formation de Susan L. Pool
| Newman University | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
| Bank IV, NA (Wichita, Kansas) | Finance |
