2004 -2006 Research Analyst and Junior Portfolio Strategist @
1998 -2004 Registered Associate @
1994 -1999 Office Manager @ Allion Healthcare
Chad Potter Education
Texas State University
BBA (Finance)
Chad Potter Skills
Financial Services
Equity Valuation
Financial Modeling
Investment Management
Analysis
Chartered Financial Analyst
Financial Markets
Natural Gas
PowerPoint
ETFs
Investments
Equity Research
Business Development
Asset Allocation
Risk Management
Global Investment
Investor Relations
Due Diligence
Bloomberg
Commodity
Series 7
Wealth Management
Financial Analysis
International Investment
Hedge Funds
Securities
Microsoft Office
Capital Markets
Value Investing
Research
Growth Investing
Asset Management
Valuation
Strategic Planning
Sales
Series 63
Finance
Equities
Mutual Funds
Chad Potter Summary
Chad Potter, based in Dallas, TX, US, is currently a Senior Analyst at Invesco US. Chad Potter brings experience from previous roles at TransAtlantic Petroleum Ltd., RBC Capital Markets and WaterStreet Investment Consultants. Chad Potter holds a BBA in Finance @ Texas State University. With a robust skill set that includes Financial Services, Equity Valuation, Financial Modeling, Investment Management, Analysis and more. Chad Potter has 2 emails and 2 mobile phone numbers on RocketReach.
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