Service Account Manager, Dealer Services
Current
Apr 2019 - Present
AeroLeads people directory · profile
Bradley Potts Email & Phone Number
Service Account Manager, Dealer Services at Hartford Funds
at
Hartford Funds
1 work email found
@hartfordfunds.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Service Account Manager, Dealer Services at Hartford Funds
Location
Greater Philadelphia, United States, United States
Company size
Who is Bradley Potts? Overview
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Quick answer
Bradley Potts is listed as Service Account Manager, Dealer Services at Hartford Funds at Hartford Funds, a company with 357 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at hartfordfunds.com and a matched LinkedIn profile for Bradley Potts.
Bradley Potts previously worked as Service Account Manager, Dealer Services at Hartford Funds and Mutual Fund Operations Professional at Blackrock. Bradley Potts studied at Temple University - Fox School Of Business And Management.
Company email context
Email format at Hartford Funds
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{first}.{last}@hartfordfunds.com
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AeroLeads found 1 current-domain work email signal for Bradley Potts. Compare company email patterns before reaching out.
Profile bio
About Bradley Potts
Bradley Potts is a Service Account Manager, Dealer Services at Hartford Funds at Hartford Funds. He possess expertise in fixed income, mutual funds, financial services, hedge funds, equities and 3 more skills.
Listed skills include Fixed Income, Mutual Funds, Financial Services, Hedge Funds, and 4 others.
Current workplace
Bradley Potts's current company
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Hartford Funds
2 roles
Bradley Potts work experience
A career timeline built from the work history available for this profile.
Mutual Fund Operations Professional
- BLACKROCK, (Princeton, NJ) 2007–2019Dealer Services Associate (2012–2019)Provided operational guidance to both internal and external business partners, within the Offshore and U.S domiciled mutual fund space.
- Resolved issues related to offshore trades, transfers, and paperwork received NIGO (Not in Good Order) at the Transfer Agent.
- Monitored daily restricted share class trades within the domestic fund range to ensure adherence to prospectus rules. Initiated trade… Show more BLACKROCK, (Princeton, NJ) 2007–2019Dealer Services Associate.
- Monitored daily restricted share class trades within the domestic fund range to ensure adherence to prospectus rules. Initiated trade cancellations when necessary.
- Reviewed omnibus trades within domestic 40 Act funds for compliance with foreign trade policy, working with B/Ds to remedy any violations.
- Designed and implemented automated processes for review and allocation of invoiced expenses.Closed End TA Oversight Analyst/Associate (2009–2012)Oversaw transfer agent operations with respect to BlackRock Closed End.
Aug 2007 - Jan 2019
Team & coworkers
Colleagues at Hartford Funds
Other employees you can reach at hartfordfunds.com. View company contacts for 357 employees →
LB
Liam Bendo, Mba
Colleague at Hartford Funds
Glen Mills, Pennsylvania, United States, United States
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KW
Kevin Weaver, Cima®
Colleague at Hartford Funds
Kennett Square, Pennsylvania, United States, United States
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PN
Patrick Nulty
Colleague at Hartford Funds
West Chester, Pennsylvania, United States, United States
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MC
Michele Cain-Garnett
Colleague at Hartford Funds
Norristown, Pennsylvania, United States, United States
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HP
Harnish Patel
Colleague at Hartford Funds
Greater Philadelphia, United States
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JC
Jonathan Callahan
Colleague at Hartford Funds
Springfield, Pennsylvania, United States, United States
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MF
Mariana Faber
Colleague at Hartford Funds
Wayne, Pennsylvania, United States, United States
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AS
Andy Shaw
Colleague at Hartford Funds
Exton, Pennsylvania, United States, United States
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ND
Nancy Defelice
Colleague at Hartford Funds
Wayne, Pennsylvania, United States, United States
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JM
John Mclaughlin
Colleague at Hartford Funds
Philadelphia, Pennsylvania, United States, United States
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Liam Bendo, Mba
Colleague at Hartford Funds
Glen Mills, Pennsylvania, United States, United States
View →
KW
Kevin Weaver, Cima®
Colleague at Hartford Funds
Kennett Square, Pennsylvania, United States, United States
View →
PN
Patrick Nulty
Colleague at Hartford Funds
West Chester, Pennsylvania, United States, United States
View →
MC
Michele Cain-Garnett
Colleague at Hartford Funds
Norristown, Pennsylvania, United States, United States
View →
HP
Harnish Patel
Colleague at Hartford Funds
Greater Philadelphia, United States
View →
JC
Jonathan Callahan
Colleague at Hartford Funds
Springfield, Pennsylvania, United States, United States
View →
MF
Mariana Faber
Colleague at Hartford Funds
Wayne, Pennsylvania, United States, United States
View →
AS
Andy Shaw
Colleague at Hartford Funds
Exton, Pennsylvania, United States, United States
View →
ND
Nancy Defelice
Colleague at Hartford Funds
Wayne, Pennsylvania, United States, United States
View →
JM
John Mclaughlin
Colleague at Hartford Funds
Philadelphia, Pennsylvania, United States, United States
View →
1 education record
Bradley Potts education
FAQ
Frequently asked questions about Bradley Potts
Quick answers generated from the profile data available on this page.
What company does Bradley Potts work for?
Bradley Potts works for Hartford Funds.
What is Bradley Potts's role at Hartford Funds?
Bradley Potts is listed as Service Account Manager, Dealer Services at Hartford Funds at Hartford Funds.
What is Bradley Potts's email address?
AeroLeads has found 1 work email signal at @hartfordfunds.com for Bradley Potts at Hartford Funds.
Where is Bradley Potts based?
Bradley Potts is based in Greater Philadelphia, United States, United States while working with Hartford Funds.
What companies has Bradley Potts worked for?
Bradley Potts has worked for Hartford Funds and Blackrock.
Who are Bradley Potts's colleagues at Hartford Funds?
Bradley Potts's colleagues at Hartford Funds include Liam Bendo, Mba, Kevin Weaver, Cima®, Patrick Nulty, Michele Cain-Garnett, and Harnish Patel.
How can I contact Bradley Potts?
You can use AeroLeads to view verified contact signals for Bradley Potts at Hartford Funds, including work email, phone, and LinkedIn data when available.
What schools did Bradley Potts attend?
Bradley Potts studied at Temple University - Fox School Of Business And Management.
What skills is Bradley Potts known for?
Bradley Potts is listed with skills including Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Equities, Alternative Investments, Investments, and Securities.
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