Robert Potter Email & Phone Number
Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
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Robert Potter Location
- Davenport, Iowa, United States
Robert Potter Work
- Senior Vice President and Investments - Stifel @ (August 2020 - Present)
- Associate Vice President-Investment Officer @ (May 2019 - August 2020)
- Financial Advisor @ (January 2011 - January 2020)
- CPA, Partner @ Kelly, Cox, Potter & Co. (July 1990 - June 2011)
Robert Potter Education
- Eureka College
B.A. (Accounting)
1986-1990
Robert Potter Skills
- Financial Reporting
- Investments
- Microsoft Excel
- Finance
- Strategic Planning
- Financial Analysis
- Retirement Planning
Robert Potter Summary
- Robert Potter, based in Davenport, Iowa, United States, is currently a Senior Vice President and Investments - Stifel at Stifel Financial Corp.. Robert Potter brings experience from previous roles at Wells Fargo Advisors and Kelly, Cox, Potter & Co.. Robert Potter holds a 1986 - 1990 B.A. in Accounting @ Eureka College. With a robust skill set that includes Financial Reporting, Investments, Microsoft Excel, Finance, Strategic Planning and more. Robert Potter has 1 emails and 3 mobile phone numbers on RocketReach.
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