Steven Potter

Steven Potter Email and Phone Number

Account Director, Financial Services @ Docusign
Round Hill, VA, US
Steven Potter's Location
Round Hill, Virginia, United States, United States
Steven Potter's Contact Details

Steven Potter personal email

n/a
About Steven Potter

30+ year driven sales professional with a focus on uncovering value and delivering ROI for my customers.

Steven Potter's Current Company Details
Docusign

Docusign

View
Account Director, Financial Services
Round Hill, VA, US
Steven Potter Work Experience Details
  • Docusign
    Account Director, Financial Services
    Docusign
    Round Hill, Va, Us
    View
  • People.Ai
    Strategic Account Executive
    People.Ai Nov 2024 - Present
    San Francisco, California, Us
    View
  • Docusign
    Strategic Account Director, Healthcare And Life Sciences
    Docusign Apr 2018 - Mar 2024
    San Francisco, Ca, Us
    View
  • Sullivan Bruyette Speros & Blayney
    Director
    Sullivan Bruyette Speros & Blayney Jun 2015 - Apr 2018
    Mclean, Va, Us
    View
  • Determine
    Senior Account Executive
    Determine Mar 2014 - Jun 2015
    Cherry Hill, New Jersey, Us
    View
  • Ubs Financial Services, Inc.
    Vice President - Investments
    Ubs Financial Services, Inc. Nov 2012 - Mar 2014
    Zurich, Ch
    View
  • Bernstein Global Wealth Management
    Principal
    Bernstein Global Wealth Management Sep 2004 - Sep 2012
    New York, New York, Us
    View
  • Kintera
    Vp Of Sales
    Kintera Oct 2002 - Aug 2004
    Us
    View
  • Vividence
    Strategic Account Manager
    Vividence Mar 2000 - Feb 2002
  • Sterling Software Inc
    National Account Manager
    Sterling Software Inc Feb 1997 - Mar 2000
    Troy, Michigan, Us
    View

Steven Potter Skills

Wealth Management Financial Modeling Multi Generational Wealth Transfer Wealth Accumulation Strategies Strategic Planning Complex Sales Enterprise Solution Sales Multi Generational Planning Written And Oral Presentation Skills Territory Growth/development Cross Functional Team Leadership Team Management Outlook

Steven Potter Education Details

  • Penn State University
    Penn State University
    1983 - 1988

Frequently Asked Questions about Steven Potter

What company does Steven Potter work for?

Steven Potter works for Docusign

What is Steven Potter's role at the current company?

Steven Potter's current role is Account Director, Financial Services.

What is Steven Potter's email address?

Steven Potter's email address is st****@****ubs.com

What schools did Steven Potter attend?

Steven Potter attended Penn State University.

What skills is Steven Potter known for?

Steven Potter has skills like Wealth Management, Financial Modeling, Multi Generational Wealth Transfer, Wealth Accumulation Strategies, Strategic Planning, Complex Sales, Enterprise Solution Sales, Multi Generational Planning, Written And Oral Presentation Skills, Territory Growth/development, Cross Functional Team Leadership, Team Management.

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