Jacob Potts Email & Phone Number
Portfolio Management @ Di Nuzzo Investment Advisors
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Jacob Potts Location
- New Brighton, PA, US
Jacob Potts Work
- Wealth Advisor @ (August 2016 - Present)
- Portfolio Management @ (January 2017 - Present)
- Vice President Wealth Planning @ (May 2018 - Present)
- Associate Wealth Advisor @ (July 2016 - January 2017)
- Client Service Advisor @ (April 2015 - July 2016)
- Customer Service Representative @ ESB Bank (May 2014 - February 2015)
Jacob Potts Education
- Robert Morris University 2012-2016
- Robert Morris University
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
2012-2015
Jacob Potts Skills
- Microsoft Office
- Banking
- Customer Service
- Investments
- Financial Analysis
- Research
- PowerPoint
- Microsoft Word
- Microsoft Excel
- Teamwork
Jacob Potts Summary
- Jacob Potts, based in New Brighton, PA, US, is currently a Portfolio Management at DiNuzzo Wealth Management. Jacob Potts brings experience from previous roles at DiNuzzo Wealth Management. Jacob Potts holds a 2012 - 2016 Robert Morris University. With a robust skill set that includes Microsoft Office, Banking, Customer Service, Investments, Financial Analysis and more. Jacob Potts has 2 emails and 2 mobile phone numbers on RocketReach.
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