Thomas Potter Cfa

Thomas Potter, CFA, has a strong background in business intelligence and analysis. Thomas most recently served as the Business Intelligence Manager at Renewable Energy Systems Americas Inc since May 2019. Prior to that, they worked at Charles Schwab as a Senior Business Intelligence Developer from March 2017 to November 2018. Thomas also has extensive experience at Janus Capital Group, where they held multiple roles including Senior BI Analyst - Distribution Business Intelligence from May 2012 to March 2017. Thomas also served as a Senior Investor Specialist from May 2007 to April 2012 and held internship positions as a Sales Support Associate and Business Analyst.

Thomas Potter, CFA has a Bachelor of Business Administration (B.B.A.) degree in Finance and Economics from James Madison University, which they obtained from 2003 to 2006. Thomas later pursued a Master of Business Administration (M.B.A.) degree at the University of Colorado Boulder - Leeds School of Business from 2013 to 2015.

In addition to their academic qualifications, Thomas has also obtained several certifications. In 2016, they achieved the Tableau Desktop 10 Qualified Associate certification from Tableau Software. More recently, in August 2022, they became a Chartered Financial Analyst® (CFA) Charterholder accredited by the CFA Institute. Additionally, in September 2022, they obtained the Microsoft Certified: Azure Data Fundamentals certification from Microsoft.