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Geoffrey Potts

Senior Client Service Associate at CFO4Life

  • LinkedIn

Email Email: g****@guidestone.org

phone noPhone Number: (***)-***-****

Hard working career driven individual looking to increase financial knowledge with an institution while assisting clients with skills and customer service.

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CFO4LIFE

CFO4LIFE

  • description Description
    CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedic...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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CFO4Life Org Chart and Mapping

Levi McMellian

CEO | Founding Partner | Managing Director

VP-Level

Brian Chastain

CIO | CCO | Founding Partner

Employees

Sara Price

Administrative Assistant

Rusty Boaz

Partner | Certified Financial Planner™ | CPA

Geoffrey Potts

Senior Client Service Associate

Kristina Miller

Financial Advisor and Operations Director at Cfo4Life

Bryce Chastain

Tax Director & Financial Advisor

Frequently Asked Questions Regarding Geoffrey Potts

Answer: Geoffrey Potts works for CFO4Life as Senior Client Service Associate

Answer: Geoffrey Potts’s role in CFO4Life is Senior Client Service Associate

Answer: Geoffrey Potts's email address is g***@gmail.com

Answer: Geoffrey Potts's business email address is g****@guidestone.org

Answer: Geoffrey Potts’s direct phone number is (***)-***-****

Answer: Geoffrey Potts works in the industry of: Financial Services

Answer: Geoffrey Potts is the current Senior Client Service Associate at CFO4Life.... Read More

Answer: Geoffrey Potts works CFO4Life located at 735 PLZ BLVD, Coppell, Texas, 75019, United States

Answer: CFO4Life's Senior Client Service Associate is Geoffrey Potts

Answer: Geoffrey Potts contact details:

  • Phone number  :  (***)-***-****
  • Email  :  g****@guidestone.org

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