How We Help:
We help you and all of our many thousands of viewers by providing high-quality videos that convey actionable advice that can be used by people in the short-term to raise their income, build their net worth and grow their assets for retirement. Ultimately, our goal is to serve hundreds of thousands of people across America and around the world.
Financial Expertise
Pottle has 30 years of experience on Wall Street and has taken part in billions of dollars of financings. He has also served as a Financial Advisor with Merrill Lynch. Pottle has an undergraduate degree in business / finance from the University of Massachusetts and earned his MBA from Southern Methodist University. He also twice passed the Series 7 Securities exam (1997 and 2012). He has a very strong background in finance.
High-Quality Video Content
As a new YouTuber, Pottle is developing video production and editing skills and will be adding to his team over time. The early videos may appear a little rough, but we will continue to improve over time. It is a process! We would love to get your feedback on our first 18 videos. Please send us a note describing what you like, don't like, would suggest we add or delete, video topics you would like to see or any other suggestions. Please be brutally honest!
Scope
PottleWealth videos will address a very wide range of topics from Small business financing, Roth IRA's, RMD's, Project Finance, real estate commissions, international investing, writing business plans, gas prices, choosing a financial advisor, short selling, Options, futures, money mistakes and many others in the coming months. Some of these videos are available now and others are topics for future videos.
Experience
Finance is not an area in which you become an expert in in just a year or two. Pottle has been a Vice President with global financial institutions, including Deutsche Bank Securities, UBS, The Industrial Bank of Japan, Commerzbank, and HSH Nordbank. He also managed a multi-million dollar energy trading project as Vice President of Sithe Energies.
