Business Performance Advisor@ Insperity
New York, New York, United States
William Potter
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FlashIntel GPTWilliam Potter is a highly experienced professional with 25.7 years of work experience. He has a strong skill set in series 7, series 66, pursing cfp, 401k, and asset allocation. Currently, he is working at Insperity, a company that provides HR resources and solutions to small businesses. Insperity offers affordable, Fortune 100-level benefit packages, and a team of highly trained HR specialists. William's expertise lies in administration relief, performance management support, training and development, and employer liability protection. He is committed to leveraging economies of scale to provide Fortune 100-level benefit packages and the infrastructure to scale for the same cost or less.
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Emails and Phone Numbers
About
Insperity provides small businesses with “big company” HR resources and solutions that support and enhance what they have in place. With Insperity, small busineses can access affordable, Fortune 100-level benefit packages, and a team of highly trained, dedicated HR specialists who provide administration relief, performance management support, training and development, and employer liability protection. By leveraging economies of scale we're able to provide Fortune 100-level benefit packages, HR experts, and the infrastructure to scale for the same cost, or for less, than they're spending today. This is how small business owners compete successfully with the larger players in their space!
...See MoreWork Experience
Business Performance Advisor
Human Resources Services
William Potter's Professional Milestones
- Investment Consultant (2008-01-01~2012-12-01): Guided clients in identifying investment opportunities and achieving their financial goals.
- Account Executive (2012-12-01~2017-09-01): Achieved significant client recognition, elevating the company's reputation and driving revenue growth.
Skill
Series 7
Series 66
Currently Pursing Cfp
401k
Asset Allocation
Alternative Investments
Equities
Asset Management
Finra
Fixed Income
Hedge Funds
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Retirement
Retirement Planning
Securities
Series 24
Series 63
Series 65
Uniform Combined State Law
Wealth Management
Insurance
Cold Calling
Account Management
Customer Relationship Management
Sales Process
Salesforce
Leadership
Microsoft Office
Microsoft Excel
Sales
Customer Service
Business Development
Software As A Service
Salesforce.com
Certification
Colleagues
Madeline Peña Alvarez
Founder | BERNALE Creative | Strategic Digital Marketing Firm
Chevelle Wilson, MIS, HRIP
Human Resources Technology Manager | Founder | Principal Consultant
Scott Craighead
Small Business | Business Owner | Strategy | Human Capital | Benefits | Leadership
Martin Metzler
Recovering Chief Executive Officer | Multiple Business Owner | Business Processor | High-Perform Human Resources & Talent Management Solutions
Brianna Matara
Helping Chief Executive Officer | Business Owner | Human Capital HR Benefits And Compliance
Other Named William Potter
Frequently asked questions
We found 3 William Potter's email addresses
We found 2 William Potter's phone numbers
William Potter's social media include: Linkedin,
William Potter works for Insperity
William Potter's role in Insperity is Business Performance Advisor
William Potter works in the industry of Human Resources Services
William Potter's colleagues are Madeline Peña Alvarez,Chevelle Wilson, MIS, HRIP,Scott Craighead
William Potter's latest job experience is Business Performance Advisor at Insperity
