A Potter
Senior Case Design Specialist at PROXY Freedom LLC | Walnut Creek, California, United States
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Senior Case Design Specialist at PROXY Freedom LLC in September 2022 to Present
CCO and Financial Advisor at Proxy Wealth Advisors LLC in July 2024 to Present
Chief Operations Officer (COO) at Vitucci & Associates in November 2019 to January 2023
Client Relations & Planning Associate at Vitucci & Associates in June 2017 to November 2019
Personal Financial Representative at Allstate Financial Services, LLC in May 2016 to June 2017
Owner at Integrated Wealth Management, LC in January 2002 to May 2014
Wealth Coach at Integrated Wealth Advisors, Inc. in January 2002 to May 2014
Wealth Coach, Owner at DM Bruce Associates, Inc. in January 2009 to July 2010
Director of Financial Planning at Tax & Investment Strategies in October 1995 to December 2002
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Florida Bible College
Northern Arizona University, Master's degree, January 1981 to January 1983
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Financial Analysis
Business Analysis
Analytical Skills
Data Analysis
Financial Accounting
Retirement Planning
Business Planning
Qualified Retirement Plans
Executive Compensation Strategies
Wealth Management Services
Investment Strategies
Estate Conservation Strategies
Charitable Gift Strategies
Investment Advisory
Life Insurance
Income Protection (through Life Insurance and Disability Insurance)
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What is A Wayne Potter email address?
Email A Wayne Potter at [email protected]. This email is the most updated A Wayne Potter's email found in 2026.
How to contact A Wayne Potter?
To contact A Wayne Potter send an email to [email protected].
What company does A Potter work for?
A Potter works for PROXY Freedom LLC
What is A Potter's role at PROXY Freedom LLC?
A Potter is Senior Case Design Specialist
What is A Potter's Phone Number?
A Potter's phone (213) ***-*299
What industry does A Potter work in?
A Potter works in the Financial Services industry.
A Potter Email Addresses
A Potter Phone Numbers
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