Michael Potthoff Email & Phone Number
Managing Principal @ Pax Equity
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Michael Potthoff Location
- Houston, TX, US
Michael Potthoff Work
- 2016 -now Managing Principal @
- 2009 -2018 Financial Consultant @
- 2009 -2009 Financial Services Representative @
- 2002 -2009 Business Development Specialist @
Michael Potthoff Education
- Rice University
CFP (Financial Planning and Services)
2011-2012 - Texas Christian University - M.J. Neeley School of Business
(Executive Deveoplment program)
2008-2008 - Abilene Christian University
BS
1998-2002
Michael Potthoff Skills
- Retirement Planning
- Retirement
- Investments
- Wealth Management
- Financial Analysis
- Public Speaking
- Strategic Planning
- Fixed Annuities
- Finance
- Life Insurance
- Uniform Combined State Law
- Strategic Financial Planning
- Series 7
- 401k
- Team Building
- Insurance
- Microsoft Excel
- Marketing
- Leadership
- Negotiation
- Securities
- Start-ups
- Series 65
- Business Development
- Series 63
- Financial Services
- Asset Allocation
- Financial Planning
- Mergers & Acquisitions
- Mutual Funds
- FINRA
- Real Estate
- Sales Management
- Financial Advisory
- Investment Strategies
- Estate Planning
- Alternative Investments
- Portfolio Management
- Management
- Start Ups
- Teaching
- Nonprofits
- Sales
- Microsoft Office
- Mergers and Acquisitions
Michael Potthoff Summary
- Michael Potthoff, based in Houston, TX, US, is currently a Managing Principal at Pax Equity. Michael Potthoff brings experience from previous roles at Fidelity Investments, Spectrum Financial Group and Platinum Financial Strategies Inc.. Michael Potthoff holds a 2011 - 2012 CFP in Financial Planning and Services @ Rice University. With a robust skill set that includes Retirement Planning, Retirement, Investments, Wealth Management, Financial Analysis and more. Michael Potthoff has 3 emails and 2 mobile phone numbers on RocketReach.
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