Client Service Associate
Current
Jan 2024 - Present
AeroLeads people directory · profile
Michael Potter Email & Phone Number
Client Service Associate - Mosaic Family Wealth
at
Mosaic Family Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate - Mosaic Family Wealth
Location
Greater St. Louis, United States, United States
Company size
Who is Michael Potter? Overview
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Quick answer
Michael Potter is listed as Client Service Associate - Mosaic Family Wealth at Mosaic Family Wealth, a company with 17 employees, based in Greater St. Louis, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Potter.
Michael Potter previously worked as Client Service Associate at Mosaic Family Wealth and Client Experience Associate at Mosaic Family Wealth. Michael Potter holds Master Of Business Administration - Mba from The University Of Tulsa.
Company email context
Email format at Mosaic Family Wealth
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Mosaic Family Wealth
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Profile bio
About Michael Potter
Recent MBA graduate starting a new chapter in my professional career as a Client Service Associate. I’m eager to grow my financial expertise to better serve others.
Current workplace
Michael Potter's current company
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Mosaic Family Wealth
4 roles
Michael Potter work experience
A career timeline built from the work history available for this profile.
Client Experience Associate
Jan 2023 - Jan 2024
Wealth Management Intern
May 2022 - Jan 2023
Warehouse Associate
May 2018 - Jul 2018
Team & coworkers
Colleagues at Mosaic Family Wealth
Other employees you can reach at mosaicwealth.com. View company contacts for 17 employees →
GS
Gary Seifert
Colleague at Mosaic Family WealthChesterfield, Missouri, United States, United States
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TM
Tammy Mclane
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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SW
Sarah Wolk, Cfp®
Colleague at Mosaic Family WealthGreater St. Louis, United States
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SR
Steve Rotello
Colleague at Mosaic Family WealthDenver, Colorado, United States, United States
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MB
Missy Brown, Cfp®, Cpwa®
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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RD
Raili Daniel, Cfp®
Colleague at Mosaic Family WealthDenver Metropolitan Area, United States
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MS
Misti Schwaller
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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KL
Kevin Lisch
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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SH
Scott Highmark
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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JL
Jack Linton
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
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Gary Seifert
Colleague at Mosaic Family WealthChesterfield, Missouri, United States, United States
View →
TM
Tammy Mclane
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
SW
Sarah Wolk, Cfp®
Colleague at Mosaic Family WealthGreater St. Louis, United States
View →
SR
Steve Rotello
Colleague at Mosaic Family WealthDenver, Colorado, United States, United States
View →
MB
Missy Brown, Cfp®, Cpwa®
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
RD
Raili Daniel, Cfp®
Colleague at Mosaic Family WealthDenver Metropolitan Area, United States
View →
MS
Misti Schwaller
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
KL
Kevin Lisch
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
SH
Scott Highmark
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
JL
Jack Linton
Colleague at Mosaic Family WealthSt Louis, Missouri, United States, United States
View →
3 education records
Michael Potter education
Master Of Business Administration - Mba
Bachelor Of Science In Business Administration, Major In Marketing, Minor In Law, Policy & Society
Education record
FAQ
Frequently asked questions about Michael Potter
Quick answers generated from the profile data available on this page.
What company does Michael Potter work for?
Michael Potter works for Mosaic Family Wealth.
What is Michael Potter's role at Mosaic Family Wealth?
Michael Potter is listed as Client Service Associate - Mosaic Family Wealth at Mosaic Family Wealth.
Where is Michael Potter based?
Michael Potter is based in Greater St. Louis, United States, United States while working with Mosaic Family Wealth.
What companies has Michael Potter worked for?
Michael Potter has worked for Mosaic Family Wealth and Promotional Consultants.
Who are Michael Potter's colleagues at Mosaic Family Wealth?
Michael Potter's colleagues at Mosaic Family Wealth include Gary Seifert, Tammy Mclane, Sarah Wolk, Cfp®, Steve Rotello, and Missy Brown, Cfp®, Cpwa®.
How can I contact Michael Potter?
You can use AeroLeads to view verified contact signals for Michael Potter at Mosaic Family Wealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Potter attend?
Michael Potter holds Master Of Business Administration - Mba from The University Of Tulsa.
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