Charlotte Potter has been a Paraplanner, Client Services Associate at Jackson/Roskelley Wealth Advisors, Inc. since 2015. Furthermore, Charlotte has professional experience at more than four companies in the related field. Charlotte has a total work experience of seven+ years. Charlotte Potter studied at the College For Financial Planning from 2014 to 2016. Today this professional lives in Scottsdale, Arizona region. Find this professional's current email address and number with our search.
Name variants:
Charlote Potter,
Charlette Potter,
Lotta Potter,
Lottie Potter,
Lotty Potter,
Lola Potter,
Lolita Potter,
Chattie Potter,
Charlie Potter,
Shirley Potter
Contact Information
Last Update
Jul 10, 2022
Email
ch**@hotmail.com
Location
Scottsdale, AZ
Workplace
Paraplanner, Client Services Associate
Scottsdale, AZ
Industry
Financial Services
Colleagues
Work History
Paraplanner, Client Services Associate
9590 east Ironwood Square Dr SUITE 110, Scottsdale, AZ 85258
Prepared meeting material for Certified Financial Planners using eMoney, Morningstar & brokerage reports. Shadow CFP in client meetings from first time introduction to seasoned clients in re...
Jan 2015 — Oct 2016
Business Manager
Prepare financial statements, Accounts receivable, Accounts payable. Book keeping, manual journal entries. Budget reports for grants, budget planning. Donor Program Manager. Statistic prepar...
Feb 2012 — Jan 2015
Marketing Support
Make outbound calls to potential clientele and generate business leads.
Inquire from current and potential clientele specific information and enter into ACT Database
Expand clientele by c...
Feb 2011 — Jan 2012
Child Care Staff
Answered calls and scheduled appointments
Involved children in highly interactive activities
Worked at the desk checking in and out children with an integrated security program
2007 — 2009
Education
2014 — 2016
2013 — 2015
2007 — 2010
Occupations
Supporting Member
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Business Manager
Accounts Receivable
Accounts Payable
Accounts Payable Specialist
Executive
Program Director
Team Member
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Accounting
Analysis
Budgets
Coaching
Customer Service
Databases
Event Planning
Forecasting
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Process Improvement
Project Management
Project Planning
Social Media
Teaching
Team Building
Team Leadership
Public Speaking
Budgeting
Analytical Skills
Finance