Brian Potok Email and Phone Number
Managing Partner And Financial Advisor
at
Retirement Income Resources
Brian Potok's email is brian.potok@assetmark.com
.
Brian Potok Contact Details
Email
brian.potok@assetmark.com
Email
brian.potok@genworth.com
Brian Potok Company Details
Company
Retirement Income Resources
Brian Potok's Experience and Education
Work Experience
Retirement Income Resources
Managing Partner And Financial Advisor
2018-02 to Unknown
Wealth Management Regional Consultant
2007-12 to 2017-11
Concord, California, United States
Marketing Director Managed Money Services
2002-06 to 2007-12
Richmond, Virginia, United States
Education
Bachelor Of Science in Finance
1991-09 to 1995-12
Storrs, Connecticut, United States
Frequently Asked Questions about Brian Potok
What company does Brian Potok work for?
Brian Potok works for Retirement Income Resources
What is Brian Potok's role in his workplace?
Brian Potok's role in his workplace is
Managing Partner And Financial Advisor .
What is Brian Potok's email address?
Brian Potok's email address is brian.potok@assetmark.com
What schools did Brian Potok attended?
Brian Potok attended
University Of Connecticut.
What are some of Brian Potok's skills?
Brian Potok has skills like
Budget And Cash Flow Management,
Retirement Plan Management And Analysis,
Wealth Management,
Strategic Planning For Early Retirement,
and
Retirement Income And Distribution Strategies.
Who are Brian Potok's peers at other companies?
Brian Potok's peers at other companies are
Edward Rodriguez,
Jason Koptish,
Paul Ward,
Lutcf James Dalton,
Brandon Oliver,
Cfpâ Lauren Hawekotte Robbins,
and
Blair Quaggan.
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