Cameron Potter

Background

About Cameron Potter

Experienced Principal Supervisor, Regulatory Matters Analyst and Trade Surveillance Analyst with a demonstrated history of 9+ years working in the financial services industry. Current Notary Public and FINRA Arbitrator License. FINRA Series 7, 63, 4, and 24 licenses. Familiar with complex options strategies/margin calculations and general trading and industry knowledge. Extensive knowledge of AML and Compliance Policies and Procedures, along with current rules and regulations. Well versed at creating and implementing Desktop Procedures for departments and training new employees. Strong written and verbal skills, as well as interpersonal communication skills, including leveraging relationships with other business partners and synergizing between departments. Strong leadership capabilities and intense critical thinking. Maintains and cultivates relationships with third party business partners. Extensive knowledge of Microsoft Office, Word, Excel and PowerPoint, additional experience with file management and finance software such as File Cabinet, Practice CS and Ultra Tax. Extensive knowledge of Salesforce, CRM, MB Desktop Pro, Thomson One, Bloomberg and designated S3 surveillance agent. Extremely hardworking, outgoing, motivated, great interpersonal skills and work ethic. Enjoy travel, meeting new people, and networking. Ambitious, growth and career oriented. “I Am an Ally” Award Winner