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Daniel Potter Location
Milwaukee, WI, US
Daniel Potter Work
2026 -now Managing Director of Corporate and Shareholder Services @
2006 -now Managing Director and Practice Leader, Private Wealth Services @ Grant Thornton (US)
Daniel Potter Education
Marquette University Law School
Juris Doctor
1984-1987
Creighton University
B.S.B.A. (Accounting)
1980-1984
Creighton University
Bachelor of Business Administration (B.B.A.)
1980-1984
Creighton University
B.S.B.A. Accounting
Daniel Potter Skills
High Net Worth Individuals
Personal Financial Planning
Retirement Planning
Estate Planning
Succession Planning
Gift Tax
Business Analysis
Team Leadership
Public Speaking
Microsoft Word
Project Management
Leadership
Customer Service
Daniel Potter Summary
Daniel Potter, based in Milwaukee, WI, US, is currently a Managing Director of Corporate and Shareholder Services at Michels Corporation. Daniel Potter brings experience from previous roles at Grant Thornton (US). Daniel Potter holds a 1984 - 1987 Juris Doctor @ Marquette University Law School. With a robust skill set that includes High Net Worth Individuals, Personal Financial Planning, Retirement Planning, Estate Planning, Succession Planning and more. Daniel Potter has 2 emails and 1 mobile phone numbers on RocketReach.
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