“Over the past few years, we’ve continued to enhance our wealth management capabilities and … invested in our Citigold wealth management offerings and introduced new digital tools to serve the wealth spectrum,” the bank said in a statement.
These efforts include:
- Citigold Private Client for clients with $1 million and up in assets who want to work with a wealth team on advanced planning capabilities;
- Citi Wealth Advisor, a planning service that give clients access to a “relationship team to create personalized financial roadmaps designed to grow their wealth”; and
- Citi Wealth Builder, a digital investing platform with professionally managed portfolios and tracking tied to retirement goals.
According to Citi, Poole led Merrill Edge Advisory, Client Services, Operations & Digital and focused on Merrill Self-Direct (Merrill Edge) and Advisory (Merrill Guided Investing) businesses.
Before joining BofA in 2013, he worked for E-Trade for 14 years.