J

Joshua Potter's
email & phone

Experience:

19 years

Location:

Detroit Metropolitan Area, United States

How to contact Joshua Potter

emailp*****a@osborneklein.com
phone+1-***-***-5045
LinkedIn
X
Instagram
YouTube
Pinterest

Work Experience

Merrill Financial Solutions Advisor at Merrill Lynch

Apr 2023 - Mar 2025

Financial Advisor at PNC Wealth Management

Nov 2021 - Apr 2023

Financial Advisor at Citizens Wealth Management

Feb 2020 - Nov 2021

Financial Advisor Apprentice at Michigan Financial Companies

Mar 2019 - Feb 2020

Financial Advisor Associate at Morgan Stanley

Oct 2018 - Jan 2019

Production Operator at FCA Fiat Chrysler Automobiles

Nov 2017 - Sep 2018

Machine Operator/ Accounts Payable at Cap Collet & Tool

Jun 2006 - Nov 2017

Teller at Advantage One Federal Credit Union

Nov 2014 - Mar 2015

Equities Specialist at Hantz Financial

Jan 2013 - Oct 2014

According to LinkedIn Joshua Potter started working on 2006, then the employee has changed 9 companies and 7 jobs. On average, Joshua Potter works for one company for 2 years 2 months.

Education

Associate Degree at Baker College of Allen Park

Current Company Information OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Name: OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Location: Portage, Michigan, United States

Employees: 10-50

HQ Phone: 2693215002

Description: OsborneKlein A private wealth advisory practice of Ameriprise Financial Services, LLC At OsborneKlein, our team of elite private wealth advisors partner with affluent clients to d...

Frequently Asked Questions

What is Joshua Potter's minimum period of employment in the companies?

Joshua Potter's minimum period of employment in various companies is 3 months.

What is Joshua Potter's average duration of employment for different companies?

On average, Joshua Potter works for one company for 2 years 3 months

What industries has Joshua Potter worked in?

Joshua Potter works in the Financial Services. Previously, Joshua Potter worked in the Automotive.

What positions has Joshua Potter held before?

Previously, Joshua Potter worked as a Merrill Financial Solutions Advisor, and Financial Advisor, and Financial Advisor Apprentice, and Financial Advisor Associate, and Production Operator.

How do I contact Joshua Potter?

Joshua Potter's email address is p*****a@osborneklein.com, phone number is +1-***-***-5045. Sign up to get contact details.

Who is the President/CEO/Director of the OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC?

The President/CEO/Director of the OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC is Nicolas CUGIER

Who are Joshua Potter's peers at other companies?

Joshua Potter's peers at other companies are Kerri Patrick and Craig Meece and Quentin Kraft
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Joshua Potter Namesakes

Name
Company
Position
J
Self Employed
Freelance Filmmaker
J
JNJ Business Enterprises
Small Business Owner
J
First Assembly of God (Sioux City)
Lead Pastor
J
Bottini
HVAC Engineer
J
GBA Operations, Communications, & Media
J
Solutions Consultant
J
Director of Digital Strategy - CulinArt

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