Dan Potter Email & Phone Number

Vice President @ EP Wealth Advisors

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Dan Potter Location

United States

Dan Potter Work

2025 - now Vice President @ EP Wealth Advisors
2022 - 2025 Wealth Management Advisor @ Buffington Mohr McNeal Registered Investment Advisor
2014 - 2022 Men's Golf Coach @ Boise State Athletics

2012 - 2014 Assistant Men's Golf Coach @ University of Washington
2009 - 2012 External Wholesaler @ Griffin Capital Company, LLC
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2006 - 2009 Internal Wholesaler @ Grubb & Ellis Capital Corp

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Dan Potter Education

University of Washington
Bachelor's degree (Political Science)
2000 - 2004
Gonzaga Preparatory School
1996 - 2000

Dan Potter Summary

Dan Potter, based in United States, is currently a Vice President at EP Wealth Advisors. Dan Potter brings experience from previous roles at Buffington Mohr McNeal Registered Investment Advisor, Boise State Athletics, University of Washington and Griffin Capital Company, LLC. Dan Potter holds a 2000 - 2004 Bachelor's degree in Political Science @ University of Washington. Dan Potter has 2 emails and 1 mobile phone numbers on RocketReach.

Dan Potter Emails

Found 2 emails

Dan Potter Phone Numbers

Found 1 phone numbers

+1 252-916-XXXX

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Others Named Dan Potter

Dan Potter

Managing Director and Chief Executive Officer at Potter Associates, Inc.

San Diego, California, United States
1
- pacbell.net
2
- +1 858-549-XXXX
- +1 949-673-XXXX
Dan Potter

Vice President at EP Wealth Advisors

United States
2
- yahoo.com
- epwealth.com
1
- +1 252-916-XXXX
Dan Potter

VP, Head of Operations at Alliant Credit Union

Wheaton, IL, US
1
- alliantcreditunion.com
5+
- +1 630-386-XXXX
- +1 919-498-XXXX
- +1 703-379-XXXX
- +1 800-328-XXXX
- +1 518-306-XXXX
- +1 571-229-XXXX

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Christopher Toumajian

Chief Financial Officer at EP Wealth Advisors

Long Beach, CA, US
2
- epwealth.com
- gmail.com
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- +1 562-207-XXXX
- +1 623-703-XXXX
- +1 562-599-XXXX
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- +1 562-345-XXXX
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Derek Holman

Managing Director at EP Wealth Advisors

Torrance, CA, US
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- +1 310-748-XXXX
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- +1 310-376-XXXX
Justin Mikhalevsky

Chief Product and Technology Officer at EP Wealth Advisors

United States
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- +1 850-294-XXXX
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Giorgina Nguyen

Vice President, Wealth Advisor at EP Wealth Advisors

Torrance, CA, US
1
- epwealth.com
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- +1 310-953-XXXX

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