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Charles Potter
Finance, Mergers & Acquisitions
Charles Potter started his career in finance as a statistician
with Standard and Poor's in 1955 and was steadily promoted to
Senior Securities Analyst until 1960.
Upon leaving S&P in 1960 he took a position as a Senior
Securities Analyst with the Investment Banking firm of A.M.
Kidder & Co.
In 1962 he joined Dreyfus & Co. as the co-manager of the
Investment Research Department.
In 1965 he took on a position with the Investment Banking firm
of D.H.Blair & Co. as the sole manager of the Investment
Research Department.
In 1972 Charles became President of the Investment Banking Firm
of J.D. Winer & Co., a member firm of the New York Stock
Exchange. Later, he became Vice Chairman when J.D Winer merged
with Mack Bushnell & Edelman, also a member of the NYSE.
In 1974 he became Executive Sales Representative with Bear
Stearns & Co. where his duties included research, investment
banking, Mergers, acquisitions and underwriting as well as
institutional and retail sales. He was eventually promoted to
Partner and Managing Director.
In 1994 Charles became Sr. Vice President of Oppenheimer & Co.
which latter became CIBC Oppenheimer. His duties were similar to
that performed at Bear Stearns & Co. He retired in July of 2000.
Education:
Bachelor of Business degree (BBA) frim Baruch School of
Business, CCNY in 1962.
Chartered Financial Analyst (CFA) from University of Virginia
in 1969.
In addition to being a Chartered Financial Analyst, Charles
has been a member of the New York Society of Securities
Analysts, The Financial Analysts Federation, The Financial
Investment Analysts and The Financial Analysts Money Society. He
also has been a member of several Boards of Directors.
Currently, he has been elected to the Board of Westlinks
Resources, Ltd., a rapidly growing oil and gas exploration Co.
based in Calgary, Canada
Other Accomplishments:
Charles was appointed Adjunct Professor of Finance of Mercy
College in New York and has lectured occasionally at New York
University. He has also been an invited guest on numerous T.V.
and Radio shows devoted to financial news as well as being
interviewed for several articles appearing in magazines,
newspapers and other publications.
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