Charles Warren, AIF, C(k)P
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Joe Fleischmann, AIF
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Richelle Potestio
Director of Operations Professional Background
Richelle’s career has weaved through business and sales management, event coordination and customer relations. Prior to her time in financial services, Richelle worked in various management and support roles in the cosmetic industry and for large retailers, including Nordstrom. She prioritizes company culture by supporting her peers and building long term relationships to ensure client's needs are met. She applies her business and management experience to pursue new opportunities for practical applications. Outside the Office Richelle is a native Oregonian and spends her free time traveling with family and friends. A graduate of Portland State University, she studied Theater Arts at the University of London, and has lived abroad in Italy. She enjoys cooking for family, being active, classic movies and volunteering in the community. |