Gary Potter Email & Phone Number

Senior Financial Advisor, Senior Vice President @ Merrill Lynch

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Gary Potter Location

California, United States

Gary Potter Work

2009 - now Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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1982 - 2009 SENIOR FINANCIAL ADVISOR, SENIOR VICE PRESIDENT @ MERRILL LYNCH

Gary Potter Education

California State University Of Fullerton
Bachelor's Degree
1975 - 1979

Gary Potter Skills

Leadership
Microsoft Excel
Customer Service

Strategic Planning
Goal Based Wealth Management
Retirement Planning
Customized Investment Portfolios
Financial Advisor
Finance and Investment
Goals Based Investment Strategies

see less

Gary Potter Summary

Gary Potter, based in California, United States, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Gary Potter brings experience from previous roles at MERRILL LYNCH. Gary Potter holds a 1975 - 1979 Bachelor's Degree @ California State University Of Fullerton. With a robust skill set that includes Leadership, Microsoft Excel, Customer Service, Strategic Planning, Goal Based Wealth Management and more. Gary Potter has 1 emails and 1 mobile phone numbers on RocketReach.

Gary Potter Emails

Found 1 emails

@gmail.com

Gary Potter Phone Numbers

Found 3 phone numbers

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