Steve Potter

Experience

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  CertusBank

  Nov 2012 - Aug 2013

  Mortgage Loan Officer
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  HF Financial

  Mar 2015 - Jan 2016

  Financial Services Professional

  Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in: NC,SC,NY,OH,MO. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. Show less

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  Wells Fargo

  Feb 2016 - now

  Vice President

  - Support middle and front office teams by building and maintaining client accounts for derivatives trading and loan trading- Assist various teams throughout Wells Fargo Securities with adding, updating, and rectifying account information by utilizing numerous programs and databases- Undertake special projects related to customer maintenance, including updating settlement instructions and adding large lists of client information into the neccesary systems- Provide assistance with maintaining regulation for the SEC, USA Patriot Act, and Dodd-Frank Act Show less