Please complete the CAPTCHA to continue
@westpointfinancialgroup.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Matt Potter is listed as Agency Supervisory Officer at WestPoint Financial Group at WestPoint Financial Group, a company with 370 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at westpointfinancialgroup.com and a matched LinkedIn profile for Matt Potter.
Matt Potter previously worked as Agency Supervisory Officer at Westpoint Financial Group and Operations Liaison at Wells Fargo Advisors. Matt Potter holds Bs, English - Writing Emphasis from University Of Southern Indiana.
This section adds company-level context without repeating Matt Potter's masked contact details.
AeroLeads found 1 current-domain work email signal for Matt Potter. Compare company email patterns before reaching out.
I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.I am licensed to sell securities in: CA, IN, KY, and OH. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. (317) 469-9999
Listed skills include Insurance, Securities, Mutual Funds, Compliance, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Cincinnati, OH
I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.
Cincinnati, OH
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Cincinnati, Ohio Area
I am an Agency Supervisory Officer with The Innova Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.
* Supervised over 40 Registered Representative activities to help ensure actions were legal and ethical.* Required knowledge of up-to-date changes within regulation, product, and procedures.* Managed client-file inspections, trade review, and correspondence review.* Planned actions to avoid company and associates receiving FINRA and SEC sanctions.
* Cultivated and managed new and existing client relationships.
* Supervised over 100 Registered Representative activities to help ensure actions were legal and ethical.* Required knowledge of up-to-date changes within regulation, product, and procedures.* Managed client-file inspections, trade review, correspondence review, and e-mail monitoring.* Planned actions to avoid company and associates receiving FINRA and SEC.
* Cultivated and managed new and existing client relationships. Developed sales plan for each relationship to provide commercial P&C, Life, Health, and investment/retirement accounts.* Incorporated additional piece of insurance on policies, which was accepted by 75% of clients. Increased revenue to company while providing clients with a more comprehensive.
* Contributed to the March of Dimes, MDA, and Humane Society with performances raising money for organizations.
* Established new group health accounts while maintaining service to existing group health accounts.* Maintained existing accounts.
* Supported claim-processing, membership, and billing software.* Trained personnel on new software developments.* Participated on a national team who implemented an automatic claim-processing system that reduced the need for manual claim processing.
Other employees you can reach at westpointfinancialgroup.com. View company contacts for 370 employees →
Morgan Breitbach
Colleague at Westpoint Financial GroupGreater Chicago Area, United States
View →
JW
Jessica Westerman
Colleague at Westpoint Financial GroupPeoria, Illinois, United States, United States
View →
CS
Colin Sackett
Colleague at Westpoint Financial GroupMilwaukee, Wisconsin, United States, United States
View →
TA
Tanner Aichele
Colleague at Westpoint Financial GroupGreater Indianapolis, United States
View →
KA
Kelitra Auxier
Colleague at Westpoint Financial GroupFort Wayne, Indiana, United States, United States
View →
BM
Brittnie Mason
Colleague at Westpoint Financial GroupPeoria, Illinois, United States, United States
View →
LK
Leslie Koebcke
Colleague at Westpoint Financial GroupIndianapolis, Indiana, United States, United States
View →
JH
Joshua Hoffman
Colleague at Westpoint Financial GroupMilwaukee, Wisconsin, United States, United States
View →
LL
Lyndon Lapasaran
Colleague at Westpoint Financial GroupGreater Chicago Area, United States
View →
JK
Joshua Krengel
Colleague at Westpoint Financial GroupGreater Chicago Area, United States
View →
Activities and Societies: * Writer for "The Shield" (school newspaper) * Organizer of rape-prevention seminars
Quick answers generated from the profile data available on this page.
Matt Potter works for WestPoint Financial Group.
Matt Potter is listed as Agency Supervisory Officer at WestPoint Financial Group at WestPoint Financial Group.
AeroLeads has found 1 work email signal at @westpointfinancialgroup.com for Matt Potter at WestPoint Financial Group.
Matt Potter is based in Cincinnati, Ohio, United States while working with WestPoint Financial Group.
Matt Potter has worked for Westpoint Financial Group, Wells Fargo Advisors, Massmutual, Axa Advisors, and Strouse Wealth Advisors.
Matt Potter's colleagues at WestPoint Financial Group include Morgan Breitbach, Jessica Westerman, Colin Sackett, Tanner Aichele, and Kelitra Auxier.
You can use AeroLeads to view verified contact signals for Matt Potter at WestPoint Financial Group, including work email, phone, and LinkedIn data when available.
Matt Potter holds Bs, English - Writing Emphasis from University Of Southern Indiana.
Matt Potter is listed with skills including Insurance, Securities, Mutual Funds, Compliance, Risk Management, Annuities, Word, and Coaching.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Matt Potter you were looking for.
