David Poole

David Poole serves as the PD District Manager at AdvancedMD since July 2018. Prior to this role, David Poole worked at Fidelity Investments from November 2005 to January 2018, where responsibilities included supervising a team of investment advisors as the Workplace Advice Team Lead, providing guidance on employer-sponsored retirement plans as a Retirement Solutions Representative, specializing in equity compensation plans as an Equity Compensation Representative, and assisting clients with a diverse range of financial products as a Financial Services Representative, while obtaining Series 7 and 63 securities licenses.