Emily Monroe Poole

Current Employers

Employment History

• 03/2007 → Present
  State Employees' Credit Union
  Southport, NC
• 08/2011 → Present
  Secu Brokerage Services
  Raleigh, NC
• 11/2011 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2013 → Present
  Members Trust Company
  Tampa, FL
• 10/2014 → Present
  Secu Life Insurance Company
  Raleigh, NC

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE: 3/2007. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. TEAM POOLE, LLC FOR RENTAL PROPERTY NOTED BELOW. ADDRESS: 5138 WATERSIDE CR. SHERRILS FORD, NC 28673. TITLE: PROPERTY OWNER AND MANAGER. START DATE: 5/2013. DUTIES: INTERVIEW POTENTIAL RENTERS, RENOVATE PROPERTY. Property address included in LLC are 5952 Burnhurst Ln., Denver, NC 28037 & 5397 Hope Rd., Vale, NC 28168. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: AUGUST, 2013. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 10/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Emily Poole vacation rental property. Investment Related. Address: 116 NE 34th Street, Oak Island, NC 28465. Nature: rental property. Title: Owner. Start date: March 4, 2022. Devote approximately 5 hours per month to other business, none during securities trading hours. Duties: Maintain property, manage weekly bookings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-22
• S63 Uniform Securities Agent State Law Examination
  2011-11-10