We found the following information about Toby Potterton at Southern Vermont College, where Toby Potterton has worked as a Board of Trustees Member since 2016. Toby's total work experience is over 26 years, during which time Toby had at least seven jobs at different companies to develop professional skills. Toby studied at the Southern Vermont College from 1995 to 1999. This professional received the following certifications: Series 65 and Crpc®, Chartered Retirement Planning Counselor. Toby currently is located in Clarksburg, Massachusetts. You can contact with Toby by searching for phone or email address or find full info by requesting access to the person's additional details.
Name variants:
Tobias Potterton
Last updated Jun 21, 2024
Contact Information
Last Update
Jul 6, 2022
Email
tp**@atlaspwm.com, tp**@dionmm.com
Location
Clarksburg, MA
Company
Workplace
Colleagues
Work History
Board of Trustees Member
982 Mansion Dr, Bennington, VT 05201
Finance and Investment Committee
May 2016 — May 2019
Senior Vice President  Director of Wealth Management
Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a SEC registered in...
from Aug 2013
Club President, Rotary Club of North Adams
1560 Sherman Ave, Evanston, IL 60201
We are 1.2 million neighbors, friends, and community leaders who come together to create positive, lasting change in our communities and around the world.
from Nov 2011
Emt-B and Past Member of Board of Directors
120 Mckinley St, Bennington, VT 05201
2000 — 2003
Education
1995 — 1999
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
Director
Counselor
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Operations Manager
Advisor
Skills
Wealth Management
Finance
Portfolio Management
Investments
Mutual Funds
Financial Advisory
Training
Sales
Sales Management
Financial Services
Financial Analysis
Asset Management
Strategic Financial Planning
Strategic Planning
Etfs
New Business Development
Public Speaking
Marketing Strategy
Customer Service
Asset Managment
Securities
Insurance
Budgets
Social Media
Salesforce.com
Fha Financing
Microsoft Office
FAQs about Toby Potterton
What is the main profession of Toby Potterton?
This professional's job is Managing Director
What are the profession of Toby Potterton?
These person's professions are Executive and Chief Executive Officer
Where does Toby Potterton currently live?
The professional lives in Clarksburg, Massachusetts.
What is Toby Potterton's email?
Toby's email is tp**@atlaspwm.com and tp**@dionmm.com.
How many companies did Toby Potterton work at?
Toby Potterton worked at seven jobs.
Where has Toby Potterton studied?
Toby studied at the Southern Vermont College from 1995 to 1999.
What are the certifications of Toby Potterton?
The professional received the following certifications: Series 65 and Crpc®, Chartered Retirement Planning Counselor.
What is the industry that Toby Potterton worked in?
Toby works in Financial Services industry.