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Associate Principal Engineer

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Investment Advisor Representative with experience in financial planning, protection solutions, and wealth management. Proven track record of driving business and revenue growth and earning client satisfaction with innovative investment strategies, empathy, and excellent listening skills. Committed to educating clients on investment opportunities, ensuring they grasp both fundamental and advanced concepts. I build relationships and keep them for the long term.

Dedicated financial professional with over 30 years of experience with outstanding relationship-building and problem-solving skills. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and exceptional customer service and communication skills.

I am a builder and executor of sales strategies in complex businesses. A collaborative, team player, I deliver on sales goals while helping my teams and colleagues be their best. I have built over 5 start ups from the ground up, and helped create over $2 billion in M&A exit valuation. I am a 20-year veteran of revenue success and growth in SIlicon Valley.
I took a detour in 2021 to learn about and pursue investments, and obtained my FINRA Series 7 and 66 licenses, working briefly in the field. Now I am returning to my roots of technology sales and sales management in a small to mid-size company.

Dedicated and compassionate Registered Nurse with extensive experience offering comprehensive patient care in an inpatient environment. Proven to remain calm under pressure and skillfully handle difficult patients and high-stress situations. Consistently developing strong relationships with patients and families through empathetic communication, implementation of evidence-based practices, respectful attitude, and excellent customer service.

Dynamic and organized professional with a positive attitude, experienced in mentoring and community engagement through roles at Scouting America and Murray Hills Martial Arts. Proven ability in problem-solving and logistical planning, enhancing program delivery and participant involvement. Skilled in relationship building and multitasking, committed to fostering youth development and teamwork. As well as. Professional, experienced, and ready to contribute in volunteer capacity. Skilled in team collaboration, adaptable to changing needs, and focused on achieving impactful results. Strong communication, organizational, and interpersonal skills, ensuring reliable support and effective teamwork.

At Dental Business Solutions, I leveraged my expertise in claims management and exceptional customer service to enhance operational efficiency and client satisfaction. My proactive approach in regulatory compliance and documentation significantly improved claim processing times, contributing to a notable increase in patient trust and loyalty. Efficient billing and insurance professionalism with over 20 years of experience. Productive and diligent with passion for resolving discrepancies through attention to detail and creative problem solving. Passionate about perpetuation company value through impeccable work ethic and drive.

Dependable, hands-on worker with experience across maintenance, logistics, automotive service, groundskeeping, and property management, I’ve spent most of my working life in physical, detail-driven roles that demand reliability, problem-solving, and pride in doing the job right. Taking on a wide range of responsibilities over the years has taught me how to adapt quickly, stay patient under pressure, and step in wherever I’m needed most. When my family needed support, I stepped up and helped care for my special needs sister, I worked multiple positions within a short timeframe—doing what I could to help—an experience that further strengthened my work ethic, resilience, and appreciation for honest, meaningful work. I value family deeply, take pride in being a devoted husband and dog dad, and bring integrity, humility, and respect into every role. I show up ready to learn, contribute, and be someone the team can count on.

Customer-oriented financial services professional with over 10 years of experience in banking, financial operations, and client service roles. Skilled in transaction processing, cash handling, and providing excellent customer support in both in-person and remote settings. Known for a strong work ethic, attention to detail, and ability to effectively manage multiple tasks in a fast-paced environment. Adept at adhering to regulatory requirements such as BSA, AML, and CIP. Committed to maintaining a positive and professional demeanor, while ensuring accurate, timely services in compliance with banking policies.

Dynamic Financial Analyst and Customer Services Technician with a robust background in the Military, showcasing 5+ years of exceptional skills in financial management and customer service. Excelled in auditing and funds distribution, leading to significant financial recoveries and improvements. Proven leadership and collaboration abilities enhanced operational efficiency and team success. Expert in Microsoft programs and data analytics, driving informed decision-making and strategic financial planning.

Experienced customer service professional with a proven track record of supporting clients across various communication channels. Recognized for problem-solving skills, empathy, and clear communication in high-pressure situations. Seeking to deliver exceptional support by utilizing strengths in troubleshooting, attention to detail, and ability to work independently. Additionally, possess creative experience in video editing, content creation, and visual storytelling.

Joey Potts

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Financial Services Representative

Professional Basketball Player

Professional Basketball Player

Education

Bachelor of Science - Communications

Kinesiology And Human Development

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Financial Services Representative

Professional Basketball Player

Professional Basketball Player

Bachelor of Science - Communications

Kinesiology And Human Development

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