Maria Potter
Larkspur,CA
Overview
1
1
Certification
15
15
years of professional experience
Work History
VP - Financial Consultant
Charles Schwab
01.2021 - Current
- Manage and grow a book of $1 billion in client assets across 300 households, providing consultative wealth management guidance to affluent and high-net-worth clients.
- Identified outside-asset opportunities and expanded existing relationships, resulting in consistent net new asset growth and increased adoption of managed investment solutions.
- Lead portfolio reviews, financial planning meetings, and client presentations covering investment strategy, retirement planning, and risk management.
- Partner with the firm's estate and tax planning, lending, and trading solutions teams, in addition to clients' outside attorneys and CPAs to deliver coordinated financial solutions.
Investment Consultant
Charles Schwab
02.2019 - 01.2021
- Proactive outbound calls to new and existing clients (50 calls per week), facilitated virtual branch workshops, ensured follow-up and suitability process with existing advice clients.
- Educated clients on the firm's products and services while providing prudent recommendations on investment opportunities.
- Effectively utilized technology to develop and communicate comprehensive financial plans tailored to client goals and risk tolerance.
- Leveraged key subject matter experts, peers and managers to deliver value and excellent service.
Financial Consultant Partner
Charles Schwab
12.2014 - 01.2019
- Provided direct support to a Senior Financial Consultant in managing practice with AUM of $1.5B and $500K in advice solutions.
- Established strong client relationships through exceptional service and proactive communication regarding their financial life.
Elementary School Teacher
Marin County School District
01.2012 - 12.2014
- Developed and implemented engaging lesson plans aligned with curriculum standards.
- Improved student comprehension by utilizing differentiated instruction techniques customized for diverse learning needs.
- Integrated technology into lessons to enhance student engagement and learning outcomes.
Education
Master of Science - Education
Dominican University of California
San Rafael, CA2013
Bachelor of Science - Organizational Behavior
University of San Francisco
San Francisco, CA2003
Certification
- CERTIFIED FINANCIAL PLANNER®, Series 7, 66, 65 Securities Licenses, Life & Variable Annuity Insurance
- Portfolio Construction, Wealth Management, Financial Planning, Client Relationship Management
Timeline
VP - Financial Consultant
Charles Schwab
01.2021 - Current
Investment Consultant
Charles Schwab
02.2019 - 01.2021
Financial Consultant Partner
Charles Schwab
12.2014 - 01.2019
Elementary School Teacher
Marin County School District
01.2012 - 12.2014
Master of Science - Education
Dominican University of California
Bachelor of Science - Organizational Behavior
University of San Francisco