Michael Potter, Cpa Email and Phone Number
Michael Potter, Cpa work email
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Michael Potter, Cpa personal email
Michael Potter, Cpa phone numbers
I am currently working as the Lead Advisor at O'Neill Asset Management in Grand Rapids, Michigan after spending 4 years in auditing in public accounting. I am a registered Investment Advisor Representative and registered CPA in the state of Michigan. I am a 2016 graduate of Trinity Christian College in Palos Heights, IL. I majored in Accounting and minored in Finance during my time there. Nonprofit, ministry, and mission work also hold a place in my heart.
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Lead AdvisorO'Neill Asset ManagementGrandville, Mi, Us
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Lead AdvisorO'Neill Asset Management Jun 2022 - PresentGrand Rapids, Michigan, United StatesI am the lead advisor on our team available to answer any client questions, service client requests, and be a resource to help direct people on their financial journey. I manage our service team to help with servicing thousands of client accounts.Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539) Member FINRA/SIPC. -
Director Of Client RelationsO'Neill Asset Management Nov 2020 - Jun 2022Grand Rapids, MichiganWe help clients build investment portfolios to help set up a better future!As Director of Client Relations I communicate with clients how their portfolios are performing, answer client questions and solve client problems, as well as set up appointments with our company President and head advisor.
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Certified Public AccountantVander Ploeg, Bergakker & Associates Jul 2017 - Oct 2020Grand Rapids, MichiganProvided audit, review, and compilation attest servicesWorked primarily with employee benefit plans, engineering, manufacturing, and non-profit industriesConsulted with clients on financial analysisPrepared financial statementsPerformed walkthroughs of client internal controlsAssisted in preparing individual and corporate tax returns -
Finance ContractorRanir Jun 2017 - Jul 2017Kentwood, MichiganRevamped internal control recordsDocumented business process across the entire companyCompleted walkthroughs of several departments -
Assurance AssociateBdo Usa, Llp Sep 2016 - Apr 2017Grand Rapids, MiDeveloped technical skills in audit risk assessment and obtaining audit evidenceCompleted substantive and analytical auditing procedures in various environmentsPerformed walkthroughs of client internal controlsConducted multiple inventory countsFocused on auditing manufacturing and distribution companies, and non-profit organizationsServed clients from $25 million to $3.5 billion in annual revenueMentored developing interns -
Assurance InternBdo Usa, Llp Jan 2016 - Mar 2016Chicago, IlPerformed testing on Cash, Accounts Receivable, Inventory, PP&E, Accounts Payable, Cost of Sales, Payroll Expense, and Accrued Expenses. Gained an understanding of multiple companies by auditing in several different industries Developed strong relationships with clients Built communication skills by interacting with clients and working with them to gain audit evidenceTied out financials for several companies
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Student ConsultantTrinity Christian College Aug 2015 - Dec 2015Palos Heights, IlA semester long team consulting project looking to enhance client resources, strengthen client relationships, and strengthen client financial pool of resources. -
Accounting InternOzinga May 2014 - Dec 2015Mokena, IlPrepared monthly financial reports of multiple entities within the greater Ozinga company.Prepared journal entries on excel workpapers.Created, budgeted, and reported financials for an entire company.Invoiced, billed, and recorded deposits.Recorded shipments and payments for Accounts Payable.Maintained fuel records for company trucks. -
Freshmen Year Forum MentorTrinity Christian College Aug 2013 - Dec 2013Palos Heights, IlI helped mentor new students as they had their first experience with college. I was the leader of 20 students as I helped them transition their way into college lifestyle. Responsibilities included supervising field trips, leading discussion, and advising in social, academic, and spiritual aspects of college.
Michael Potter, Cpa Skills
Michael Potter, Cpa Education Details
Frequently Asked Questions about Michael Potter, Cpa
What company does Michael Potter, Cpa work for?
Michael Potter, Cpa works for O'neill Asset Management
What is Michael Potter, Cpa's role at the current company?
Michael Potter, Cpa's current role is Lead Advisor.
What is Michael Potter, Cpa's email address?
Michael Potter, Cpa's email address is mp****@****bdo.com
What is Michael Potter, Cpa's direct phone number?
Michael Potter, Cpa's direct phone number is +161640*****
What schools did Michael Potter, Cpa attend?
Michael Potter, Cpa attended Trinity Christian College, South Christian High School.
What skills is Michael Potter, Cpa known for?
Michael Potter, Cpa has skills like Leadership, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Time Management, Event Planning, Accounting, Research, Social Media, Customer Service, Powerpoint.
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Michael Potter, CPA
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