John (Eric) Poe has a wealth of experience in the financial services industry, having held various leadership roles in companies such as TIAA, Wells Fargo Advisors, E*TRADE Financial Corporate Services, and Harris Direct. John (Eric)'s responsibilities have included managing middle office operations, overseeing brokerage service and sales functions, and leading corporate client account management. John (Eric) holds a B.S. in Management from Northern Kentucky University.
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