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Tim Potter, CPA
Director of Operations
Tim is responsible for coordinating and overseeing the delivery of all client services and serves as a subject matter expert in hedge accounting, financial instrument valuation, and technology optimization. In addition, he is responsible for establishing best practices and maintaining a best-in-class system of internal controls. Tim’s previous professional experience includes positions with PwC, TCF Bank, and Pine River Capital Management.
Education
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Bachelor of Arts – Accounting and Business Administration-Financial Planning from the University of Jamestown.
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Masters of Science in Accountancy from The University of St. Thomas – Opus College of Business
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CPA accreditation (MN) in 2008
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