Matt Potter
Agency Supervisory Officer at WestPoint Financial Group
- Role
- Agency Supervisory Officer at WestPoint Financial Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Matt Potter
I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our…
Experience
Agency Supervisory Officer
Sep 2017 — Present · Cincinnati, OH, US
I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.
Education
University of Southern Indiana
BS, English - Writing Emphasis
1989 — 1995
Skills
- Mutual Funds
- Risk Management
- Securities
- Public Speaking
- Customer Relations
- Coaching
- Word
- Annuities
- Compliance
- Insurance
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