Matt Potter Email and Phone Number
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I love to serve others and develop life-time relationships. I am a "Defender (ISFJ)" personality type, and I try to pursue opportunities to do good and help people. I work on a financial planning team with two very good friends, and we're passionate about helping people make the most out of life. Our team specializes in financial planning for individuals, families, businesses, and retirees. More specifically we help our clients with budgeting, cash flow, banking and lending solutions, education planning, retirement planning, and estate planning. Message me anytime to start a conversation, or if you're interested in meeting our group. We'd love to meet you!
Whiterock Wealth Design
View- Website:
- whiterockwealthdesign.com
- Employees:
- 4
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Financial AdvisorWhiterock Wealth Design Oct 2018 - PresentFayetteville, ArFocused on creating and developing financial plans for individuals and families. Core competencies include:*Financial Planning*Retirement Planning*Education Planning*Banking & Lending SolutionsFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.WhiteRock Wealth Design is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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Sales AssistantWhiterock Wealth Design Jun 2018 - Oct 2018Fayetteville, Arkansas AreaRelationship builder and business developer, helped strengthen client relationships and introduced new clients to the business. Core competencies included:*10+ Years Banking and Financial Industry Experience*High Net Worth Client Relationship Management*Business Development*Financial Analysis
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Private Banking AdvisorArvest Bank Jun 2017 - May 2018Springdale, ArkansasFamily banker that served physicians, business executives, and retirees. Focused on creating comprehensive financial solutions by working with strategic partners in all areas of finance. Core competencies included:*Consumer Lending and Deposits*Commercial Lending and Deposits*Mortgage Lending*Customer Service and Planning*Strategic Partnerships -
Credit AnalystArvest Bank Nov 2016 - Jun 2017Fayetteville, ArkansasAnalyzed commercial credits and lending opportunities for commercial clients. Supported commercial bankers and managers to create credit memorandums and loan proposals for customers. Core competencies included:*Cash Flow Analysis*Tax Return Analysis*Profit and Loss Analysis*Commercial, Industrial, and Commercial Real Estate Analysis*Spreadsheet Reporting
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Treasury Management AdvisorArvest Bank Apr 2013 - Nov 2016Springfield, Missouri And Springdale, ArkansasManaged/co-managed key commercial relationships and developed new commercial business for the bank. Worked alongside commercial lenders, merchant services representatives, wealth management advisors, mortgage lenders, consumer lenders, and financial services representatives to create a full-service team for business customers. Core competencies included:*Banking Operational Efficiency Tools*Account Analysis*Account Mapping and Structuring*Fraud Protection Tools and Strategies (Commercial)*Key Client Relationship Management*Selling and Cross-Selling*Leading/Teaching Internal Product Trainings*Leading/Teaching Customer Service Trainings
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Treasury Management Service SpecialistArvest Bank Jan 2012 - Apr 2013Springfield, MissouriServed as local support, documentation specialist, and customer service liaison for Treasury Management Advisor in service area. Served 16 local banks and the commercial customers therein. Core competencies included:*Customer Service/Customer Retention*Product Agreements and Documentation*Responsible for Annual Departmental Audit*Account Maintenance and Support*Special Products and Analysis for Sales Advisors*Product Trainings for Associates
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Financial Services RepresentativeArvest Bank Mar 2011 - Jan 2012Springfield, MissouriConsumer accounts representative responsible for the opening, closure, and maintenance of new consumer banking products. Core competencies included:*Opening and Servicing Bank Accounts*Selling Consumer Bank Products*Cross-Selling Bank Products*Customer Service/Customer Retention*Processing Deposit Transactions
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TellerArvest Bank Jun 2006 - Mar 2011Rogers, Arkansas And Springfield, MissouriProcessed all manner of bank transactions for consumer and commercial customers. Heavy emphasis on speed, accuracy, customer service skills, and cash responsibility. Core competencies included:*Processing Consumer and Commercial Banking Transactions*Selling/Cross-Selling Bank Products*Customer Service*Multi-Tasking and Transaction Accuracy*Cash Drawer Handling and Responsibility
Matt Potter Skills
Matt Potter Education Details
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Master Of Business Administration (M.B.A.) -
Finance
Frequently Asked Questions about Matt Potter
What company does Matt Potter work for?
Matt Potter works for Whiterock Wealth Design
What is Matt Potter's role at the current company?
Matt Potter's current role is Financial Planner at WhiteRock Wealth Design.
What is Matt Potter's email address?
Matt Potter's email address is dr****@****hoo.com
What is Matt Potter's direct phone number?
Matt Potter's direct phone number is +147953*****
What schools did Matt Potter attend?
Matt Potter attended Missouri State University, Missouri State University.
What skills is Matt Potter known for?
Matt Potter has skills like Banking, Commercial Banking, Retail Banking, Deposits, Cross Selling, Treasury Management, Cash Management, Banking Software, Cold Calling, Warm Calling, Networking, Building Relationships.
Who are Matt Potter's colleagues?
Matt Potter's colleagues are Tammy Deloach, Abbie Rycraw, Davis Cain, Jeff Meekins, Robbie Wilkinson.
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Matt Potter
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Matt Potter
O'Hara Scholar At The University Of Notre Dame | Accountancy, Finance, And Italian Majors | Minors In Real Estate And TheologyNotre Dame, In1jiffi.org -
Matt Potter
Helping Independent Advisors Deliver Asset Management Solutions To Their ClientsOaks, Pa5aol.com, lockwellinv.com, gmail.com, morganstanley.com, seic.com3 +161021XXXXX
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2pottercontracting.com, pottercontracting.com -
Matt Potter
San Francisco Bay Area4dlfi.com, delphiventures.com, delphiventures.com, delphiventures.com1 +165085XXXXX
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