Gary Potter's Location
California, United States
Gary Potter's Work
- Senior Financial Advisor, Senior Vice President @ Merrill Lynch
- SENIOR FINANCIAL ADVISOR, SENIOR VICE PRESIDENT @ Marpatech Srl- Produzione Nastri trasportatori
Gary Potter's Education
- California State University Of Fullerton
Bachelor's Degree
1975 - 1979
Gary Potter's 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
Gary Potter's Summary
Gary Potter, based in California, United States, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing 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 contributes valuable insights to the industry. Gary Potter has 2 emails on RocketReach.
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