Adam Potulski's Location
Red Bank, New Jersey, United States
Adam Potulski's Work
- Financial Advisor @ Creative Financial Group
- Financial Advisor @ Financial Services Company
- Investment Advisor @ PNC
- Client Solution Advisor @ PNC
- Client Solution Specialist Sr. @ PNC
- Financial Sales Consultant @ PNC
- Internship @ Merrill Lynch
Adam Potulski's Education
- Monmouth University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2013 - 2016 - Ursinus College
BA (Economics)
2001 - 2005
Adam Potulski's Skills
- Portfolio Management
- Investments
- Wealth Management
- Investment Strategies
- Financial Advisory
- Mutual Funds
- Asset Management
- Credit
- Finance
- Equities
Adam Potulski's Summary
Adam Potulski, based in Red Bank, New Jersey, United States, is currently a Financial Advisor at Creative Financial Group, bringing experience from previous roles at Ameriprise Financial Services, LLC and PNC. Adam Potulski holds a 2013 - 2016 Master of Business Administration (MBA) in Finance and Financial Management Services @ Monmouth University. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Advisory and more, Adam Potulski contributes valuable insights to the industry. Adam Potulski has 4 emails and 1 mobile phone number on RocketReach.
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Head of Financial Wellness and Benefits at Creative Financial Group
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Adam Potulski
Financial Advisor at Creative Financial Group
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Bob Hagenberg
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