Steve Potter
Vice President
- Role
- Vice President at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Vice President
Feb 2016 — Present · Charlotte, NC, US
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
Education
East Aurora High School
Regents
2000 — 2004
University of Pittsburgh at Bradford
Bachelor of Science (B.S.), Health and Physical Education/Fitness
2006 — 2008
Alfred State College - SUNY College of Technology
Associate's degree, Mechanical Engineering
2004 — 2006
Skills
- Sports Nutrition
- Microsoft Word
- Internet
- Sports Coaching
- Customer Service
- Mortgage Lending
- Refinance
- Powerpoint
- Microsoft Excel
- Nutrition
- Microsoft Office
- Sales
- Loan Origination
- Wellness
- Sales Management
- Grant Writing
- Mortgage Banking
- Financial Analysis
- Credit
- Finance
- Health
- Loans
- Financial Services
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