If you need more lookups,
subscriptions start at $34 USD/month.
Michael Potts Location
San Mateo, CA, US
Michael Potts Work
Associate Director, Global Markets @ (July 2022 - Present)
Associate @ Watchtower Management Group (January 2020 - June 2022)
Investment Analyst @ (January 2017 - January 2019)
Vanguard Accelerated Development Program @ (July 2016 - October 2017)
Ultra High Net Worth Investment Consultant and Client Service Specialist @ (May 2015 - July 2016)
High Net Worth Investment Consultant and Client Service Specialist @ (June 2014 - May 2015)
Career Ambassador @ (January 2013 - May 2014)
Student Volunteer @ DukeEngage Program (June 2013 - August 2013)
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 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Michael Potts?
Find contact details for 700 million professionals.