Subject: David Poole

Subject of Interest

David Poole is the Consumer Investments Solutions & Client Services Executive and leads the Consumer Investments Solutions & Client Services team in Bank of America Corporation’s Merrill division. Prior to joining Bank of America in 2013, he held various senior leadership roles across sales and service at E*Trade over a 14 year period. His most recent role at E*Trade was Vice President of Customer Service. Poole holds an MBA degree from University of Georgia as well as a Bachelor of Social Sciences degree. He received a Certificate of Financial Planning from Florida State University and holds Series 7, 63, 24, and 4 FINRA registrations.

Biography

Merrill Edge aka “MLPF&S” or “Merrill”