Marcus Poteete, Cfp®

Marcus Poteete, Cfp® Email and Phone Number

Wealth Advisor @ Scharf Investments, LLC
Marcus Poteete, Cfp®'s Location
San Francisco Bay Area, United States, United States
Marcus Poteete, Cfp®'s Contact Details

Marcus Poteete, Cfp® personal email

About Marcus Poteete, Cfp®

Marcus Poteete, Cfp® is a Wealth Advisor at Scharf Investments, LLC. He possess expertise in mobile devices, mobile applications, iphone, wireless, strategic partnerships and 37 more skills.

Marcus Poteete, Cfp®'s Current Company Details
Scharf Investments, LLC

Scharf Investments, Llc

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Wealth Advisor
Marcus Poteete, Cfp® Work Experience Details
  • Scharf Investments, Llc
    Wealth Advisor
    Scharf Investments, Llc Mar 2024 - Present
    Los Gatos, Ca, Us
    View
  • Transitions Wealth Advisors
    Wealth Advisor
    Transitions Wealth Advisors Jul 2023 - Mar 2024
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab Jun 2018 - Jun 2023
    Westlake, Texas, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2016 - Jun 2018
    St. Louis, Mo, Us
    View
  • Fullpower Technologies
    Qa Engineer
    Fullpower Technologies Oct 2009 - Dec 2015
    Santa Cruz, Ca, Us
    View

Marcus Poteete, Cfp® Skills

Mobile Devices Mobile Applications Iphone Wireless Strategic Partnerships Start Ups Telecommunications Saas Cloud Computing Unix Mobile Technology Crm Strategy Solution Selling Product Management Go To Market Strategy Software Development Life Cycle Software Testing Life Cycle Atlassian Jira Xcode White Box Testing User Interface Design Html Linux Testing Manual Testing Regression Testing Databases Public Speaking Microsoft Excel Networking Management Social Networking Customer Relationship Management Social Media Financial Analysis Financial Planning Relationship Building Wealth Management Executive Compensation Planning Investments 401k Rollovers

Marcus Poteete, Cfp® Education Details

  • Michigan State University
    Michigan State University
    Telecommunications And Information Studies And Media

Frequently Asked Questions about Marcus Poteete, Cfp®

What company does Marcus Poteete, Cfp® work for?

Marcus Poteete, Cfp® works for Scharf Investments, Llc

What is Marcus Poteete, Cfp®'s role at the current company?

Marcus Poteete, Cfp®'s current role is Wealth Advisor.

What is Marcus Poteete, Cfp®'s email address?

Marcus Poteete, Cfp®'s email address is ma****@****wab.com

What schools did Marcus Poteete, Cfp® attend?

Marcus Poteete, Cfp® attended Michigan State University.

What skills is Marcus Poteete, Cfp® known for?

Marcus Poteete, Cfp® has skills like Mobile Devices, Mobile Applications, Iphone, Wireless, Strategic Partnerships, Start Ups, Telecommunications, Saas, Cloud Computing, Unix, Mobile Technology, Crm.

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