Poterack Capital Advisory, Inc.

Description

Address: 580 Kingsley Park Dr, Fort Mill, SC 29715 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 366-5776Place name: Category: Website: : : : : : : Website: http://www.poterack.net/?utm_source=google&utm_medium=google%20my%20business Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Poterack Capital Advisory, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Poterack Capital Advisory, Inc. Employees

Employee
Years
Job
Industry
Christin Rose Christin Rose Charlotte, North Carolina Area Details
Christin Rose's Poterack Capital Advisory, Inc. Experience May 2009 - September 2010
Job Sales Support Representative at CB&I
Industry Construction
Experience
CB&I  April 2014 - Present
CB&I  June 2013 - April 2014
CB&I  March 2011 - June 2013
Poterack Capital Advisory, Inc.   May 2009 - September 2010
Wyndham Capital Mortgage  March 2005 - May 2009
Rose & Rose, LLC   January 2003 - March 2005

Skills
Administrative..., Process Scheduler, Human Resources, Microsoft Office, Management, Leadership, Outlook, Payroll, Procurement, Customer Service, Event Planning, Sales, Contract Management, Notary Public, Accounting, CRM, Accounts Payable, Internal Audit, Microsoft Excel, Nuclear, Project Management, Time Management, JD Edwards, Kronos, Research

Education
University of North Carolina at Charlotte - Belk College of Business   2000 — 2003
B.S.

University of North Carolina at Wilmington   1998 — 2000

Anna Gentry Hopkins Anna Gentry Hopkins Peoria, Illinois Area Details
Anna Gentry Hopkins's Poterack Capital Advisory, Inc. Experience 2007 - Present
Job Company president reporting to CEO. Responsible for all operational and managerial tasks.
Industry Financial Services
Experience
Poterack Capital Advisory, Inc.   2007 - Present

Education
Western Illinois University   1999 — 2000
Art Education

Illinois Central College   1996 — 1998
Associates Degree

Pekin Community High School   1992 — 1996
Diploma

Amy Kramer Amy Kramer Davenport, Iowa Area Details
Amy Kramer's Poterack Capital Advisory, Inc. Experience March 2008 - February 2011
Job Owner at Kramer Consulting
Industry Financial Services
Experience
Two Rivers YMCA  February 2011 - Present
Kramer Consulting  February 2011 - Present
Poterack Capital Advisory, Inc.   March 2008 - February 2011
Waterstone Financial Group  October 2006 - January 2008
Pacific Select Group   January 2005 - December 2006
Royal Neighbors of America  April 2002 - January 2005
Wells Fargo Investments  January 2001 - April 2002
Fiserv Investor Services, Inc.   January 1999 - January 2001
Life Investors Financial Group, Inc.   1997 - 1999

Skills
Business Development, Human Resources, Marketing, Recruiting, Budgets, Program Management, Insurance, Fixed Annuities, Mutual Funds, Employee Benefits, Investments, Sales, Finance

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2010
MBA

Coe College   1993 — 1996
BA

Augustana College   1992 — 1993

DeWitt Central High School   1990 — 1992

BCLUW High School   1988 — 1990

Shawn Mirman Shawn Mirman Charlotte, North Carolina Details
Shawn Mirman's Poterack Capital Advisory, Inc. Experience July 2010 - September 2011
Job National Account Manager at Fleetmatics
Industry Information Technology and Services
Experience
Fleetmatics  August 2015 - Present
Dimension Data  February 2014 - July 2015
Townsquare Interactive  September 2013 - February 2014
Yodle  September 2012 - September 2013
Squawk Box Marketing   June 2012 - September 2012
Red Ventures  January 2012 - July 2012
Poterack Capital Consulting   July 2011 - September 2011
Poterack Capital Advisory, Inc.   July 2010 - September 2011
PCA Advisor Network   July 2010 - July 2011
Mirman Title Services   May 2005 - May 2008

Skills
Microsoft Office, SEO, SMO, Advanced Computing, Web Marketing, Sales Excellence, Customer Service, Customer Relations, Relationship Development, Strategic Planning, Blogging, Recruitment/Retention, Marketing, CRM, Business Development, Sales, PPC, SEM, Digital Media, Social Media, Online Marketing, Management, Leadership, Social Media Marketing, Account Management

Education
University of North Carolina at Charlotte   1999 — 2005
BA, Political Science, Criminal Justice

University of North Carolina at Charlotte   1999 — 2000
Bachelor's degree, Criminal Justice/Safety Studies

Providence High School   1997 — 1999
College Prep.

Central Dauphin High School   1995 — 1997
College Preparatory

Linglestown Jr. High School   1993 — 1995

NorthSide Elementary School   1986 — 1993

Jessica Gianulis Jessica Gianulis Davenport, Iowa Area Details
Jessica Gianulis's Poterack Capital Advisory, Inc. Experience May 2008 - July 2010
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting  April 2015 - Present
Accountemps  July 2010 - Present
Poterack Capital Advisory, Inc.   May 2008 - July 2010
Cummins Rocky Mountain  November 2004 - March 2006
Cummins Rocky Mountain  2004 - 2006
PricewaterhouseCoopers  September 1999 - October 2004

Skills
Accounting, Budgeting, Internal Audit, Hiring, Financial Reporting, Budgets, Auditing, Management, Temporary Placement, Recruiting, Temporary Staffing, Leadership, Customer Service

Education
University of Illinois at Urbana-Champaign
Accounting

Barbara Norman Barbara Norman Charlotte, North Carolina Details
Barbara Norman's Poterack Capital Advisory, Inc. Experience August 2015 - Present
Job Financial Advisor specializing in Insurance, Investments, and Group Benefits.
Industry Insurance
Experience
Poterack Capital Advisory, Inc.   August 2015 - Present
Lake Norman Benefits   December 2012 - August 2015
Aquesta Insurance Services Inc.   November 2009 - December 2012
OTC-BMC Insurance Services   August 2006 - October 2009
BMC Insurance Consultants   June 1989 - August 2006
Barbara's Home Interiors   March 1982 - June 1989

Skills
Employee Benefits..., Life Specialist, Disability Insurance, Universal Life, Life Insurance, Insurance, Health Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities, Employee Benefits, Commercial Insurance, Small Business, Liability, Underwriting, Umbrella Insurance, 401k, Workers Compensation, Health Savings Accounts, Brokers, Long Term Care Insurance, Critical Illness, Long-term Care, Medicare, Defined Benefit, Retirement, Retirement Planning, Benefits Administration, Casualty

Education
The American College   1989 — 2009
CLU,ChFC,RHU, REBC, LUTCF, Insurance

Life in Leadership Instuite(LILI)   2002 — 2003
Graduated, Leadership for life, Gratuated

USCS-Spartanburg   1980 — 1982
Business Administration and Management, General

Superior School of Real Estate
Broker In Charge, Real Estate

Natalie Brunson Natalie Brunson Charlotte, North Carolina Area Details
Natalie Brunson's Poterack Capital Advisory, Inc. Experience October 2010 - June 2014
Job Guest Experience Coordinator with KaVo Kerr Group
Industry Marketing and Advertising
Experience
PCA Advisor Network   October 2013 - June 2014
Poterack Capital Advisory, Inc.   October 2010 - June 2014
Furniture MarketPlace   April 2008 - December 2009
ProSource Wholesale Flooring  August 2007 - April 2008
Bedder Bedder and Moore   February 2003 - August 2007

Skills
Customer Service, Microsoft Office, Public Relations, Social Media Marketing, Photoshop, Interior Design, Event Planning, Social Media, Scheduling, Promotions, Word, PowerPoint, Excel, Space Planning, Public Speaking, Online Marketing, Writing, Microsoft Word, Adobe Creative Suite

Education
Central Piedmont Community College   2008 — 2010
Associate of Applied Science Degree - Interior Design, Interior Design

University of North Carolina at Greensboro   2000 — 2002
Drama Major

Erin Craft Erin Craft Charlotte, North Carolina Area Details
Erin Craft's Poterack Capital Advisory, Inc. Experience August 2009 - April 2012
Job Service Representative
Industry Financial Services
Experience
Poterack Capital Advisory, Inc.   August 2009 - April 2012
Bert's Surf Shop  May 2008 - August 2009
Linprint   May 2008 - August 2008

Education
Northern Kentucky University   2002 — 2006
BA, Communication, Psychology

Switzerland County High School   1998 — 2002
College Preparatory

Ryan Poterack Ryan Poterack Charlotte, North Carolina Details
Ryan Poterack's Poterack Capital Advisory, Inc. Experience 2001 - Present
Job Independent Financial Advisor and CEO. 24 years experience adding value to clients and mentoring financial professionals
Industry Financial Services
Experience
PCA Advisor Network   2008 - Present
Poterack Capital Advisory, Inc.   2001 - Present
MetLife  March 1991 - November 1999

Skills
Business, Certified Financial..., Financial Advisory, CEO, Mentor, Mentoring, Financial Planners, Strategic Financial..., Wealth, Finance, Leadership, Insurance, Retirement Planning, Fixed Annuities, Financial Services, Life Insurance, Investments

Education
Iowa State University - College of Business
Finance

U.S. Army Reserve   1983 — 1987
11C, Infantry

Waterloo West High School   1983 — 1984

Ashley Federal Ashley Federal Charlotte, North Carolina Details
Ashley Federal's Poterack Capital Advisory, Inc. Experience December 2013 - Present
Job Marketing & Operations Coordinator at Poterack Capital Advisory, Inc.
Industry Financial Services
Experience
Poterack Capital Advisory, Inc.   December 2013 - Present
Wells Fargo Home Mortgage  June 2012 - November 2013
Wells Fargo  February 2012 - June 2012
Wells Fargo  January 2011 - December 2011
Libretto's Pizzeria   March 2010 - December 2010

Skills
Loan Origination, Credit, Mortgage Lending, Mortgage Banking, Loans

Education
University of North Carolina at Wilmington