Client Relationship Manager
Richter Family Office
AeroLeads people directory · profile
Christopher Potter, Cfa Email & Phone Number
Client Relationship Manager
at
Richter Family Office
1 work email found
@jflglobal.com
1 phone found area 418
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Greater Montreal Metropolitan Area, Canada
Who is Christopher Potter, Cfa? Overview
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Quick answer
Christopher Potter, Cfa is listed as Client Relationship Manager at Richter Family Office, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a work email signal at jflglobal.com, phone signal with area code 418, and a matched LinkedIn profile for Christopher Potter, Cfa.
Christopher Potter, Cfa previously worked as Associate, Institutional Management at Jarislowsky, Fraser Limited and Assistant, Institutional Management at Jarislowsky, Fraser Limited. Christopher Potter, Cfa holds Bachelor Of Commerce - Bcom, Finance, General from Concordia University.
Company email context
Email format at Richter Family Office
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*@jflglobal.com
68% confidence
AeroLeads found 1 current-domain work email signal for Christopher Potter, Cfa. Compare company email patterns before reaching out.
Profile bio
About Christopher Potter, Cfa
Christopher Potter, Cfa is a Client Relationship Manager at Richter Family Office. He possess expertise in event planning, marketing strategy, social media, event management, microsoft office and 14 more skills. He is proficient in English and French.
Listed skills include Event Planning, Marketing Strategy, Social Media, Event Management, and 15 others.
Current workplace
Christopher Potter, Cfa's current company
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5 roles
Christopher Potter, Cfa work experience
A career timeline built from the work history available for this profile.
Associate, Institutional Management
Assistant, Institutional Management
Aug 2018 - Aug 2020
Analyst
Co-op Internship• Created detailed and accurate company valuations used for investment decision purposes.• Responsible for updating quarterly reports associated with each client in the portfolio in a timely matter for the Senior Analyst. • Actively participated and assisted in the research and due diligence process in accordance with the subordinate financing procedures and solution manuals.• Received and verified due diligence packages for… Show more Co-op Internship• Created detailed and accurate company valuations used for investment decision purposes.• Responsible for updating quarterly reports associated with each client in the portfolio in a timely matter for the Senior Analyst. • Actively participated and assisted in the research and due diligence process in accordance with the subordinate financing procedures and solution manuals.• Received and verified due diligence packages for completeness• Analyzed and projected departmental performance data used to establish budgets and targets for upcoming quarters.• Assisted Managing Director in the preparation of the documentation for “Mark to Market” report.Tools used:Microsoft ExcelCapital IQ Show less
Sep 2016 - Oct 2017
Brand Ambassador
• Engage in enthusiastic product sampling infield• Perform set up and tear down of platforms at Monster sponsored events• Create accurate and detailed reports after each operation• Coordinate travel to various locations in and around the Montréal – Ottawa corridor
Mar 2013 - Sep 2016
1 education record
Christopher Potter, Cfa education
FAQ
Frequently asked questions about Christopher Potter, Cfa
Quick answers generated from the profile data available on this page.
What company does Christopher Potter, Cfa work for?
Christopher Potter, Cfa works for Richter Family Office.
What is Christopher Potter, Cfa's role at Richter Family Office?
Christopher Potter, Cfa is listed as Client Relationship Manager at Richter Family Office.
What is Christopher Potter, Cfa's email address?
AeroLeads has found 1 work email signal at @jflglobal.com for Christopher Potter, Cfa at Richter Family Office.
What is Christopher Potter, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 418 for Christopher Potter, Cfa at Richter Family Office.
Where is Christopher Potter, Cfa based?
Christopher Potter, Cfa is based in Greater Montreal Metropolitan Area, Canada while working with Richter Family Office.
What companies has Christopher Potter, Cfa worked for?
Christopher Potter, Cfa has worked for Richter Family Office, Jarislowsky, Fraser Limited, Bdc, and Monster Energy.
How can I contact Christopher Potter, Cfa?
You can use AeroLeads to view verified contact signals for Christopher Potter, Cfa at Richter Family Office, including work email, phone, and LinkedIn data when available.
What schools did Christopher Potter, Cfa attend?
Christopher Potter, Cfa holds Bachelor Of Commerce - Bcom, Finance, General from Concordia University.
What skills is Christopher Potter, Cfa known for?
Christopher Potter, Cfa is listed with skills including Event Planning, Marketing Strategy, Social Media, Event Management, Microsoft Office, Microsoft Excel, Marketing, and Teamwork.
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