Michael Potts Email & Phone Number
Associate Director, Global Markets @ C.M. Capital Advisors
5 free lookup(s).
Michael Potts Location
- San Mateo, CA, US
Michael Potts Work
- 2022 - now Associate Director, Global Markets @
- 2020 - 2022 Associate @ Watchtower Management Group
- 2017 - 2019 Investment Analyst @
- 2016 - 2017 Vanguard Accelerated Development Program @
- 2015 - 2016 Ultra High Net Worth Investment Consultant and Client Service Specialist @
- 2014 - 2015 High Net Worth Investment Consultant and Client Service Specialist @
- 2013 - 2014 Career Ambassador @
- 2013 - 2013 Student Volunteer @ DukeEngage Program
Michael Potts Education
- Duke University
B.S. (Economics with Honors, Magna Cum Laude)
2010 - 2014
Michael Potts Skills
- Problem Solving
- Leadership
- Data Analysis
- Research
- Due Diligence
- Microsoft Excel
- Microsoft Office
- Tableau
- Teamwork
- Fundraising
- Time Management
- Spanish
- FactSet
- Morningstar
- Memos
- Performance Attribution
- Collaboration
- Portfolio Manager Research
- eVestment
- Microsoft Word
Michael Potts Summary
- Michael Potts, based in San Mateo, CA, US, is currently a Associate Director, Global Markets at C.M. Capital Advisors. Michael Potts brings experience from previous roles at Watchtower Management Group and Vanguard. Michael Potts holds a 2010 - 2014 B.S. in Economics with Honors, Magna Cum Laude @ Duke University. With a robust skill set that includes Problem Solving, Leadership, Data Analysis, Research, Due Diligence and more. Michael Potts has 4 emails and 1 mobile phone numbers on RocketReach.
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