Poterack Capital Advisory, Inc.
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
Poterack Capital Advisory, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Poterack Capital Advisory, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Poterack Capital Advisory, Inc. Employees
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
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
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
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
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
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
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
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
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
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