Jonathan Potocki

Accounting Assistant at Privus Financial - Dallas, TX, US

Jonathan Potocki's Colleagues at Privus Financial
Teresa Gast

Chief Executive Officer

Contact Teresa Gast

Rachel Marez

Director Of Client Services

Contact Rachel Marez

Kim CPA

Director of Tax and Operations

Contact Kim CPA

Kim Pruett

Director of Tax and Operations

Contact Kim Pruett

View All Jonathan Potocki's Colleagues
Jonathan Potocki's Contact Details
HQ
N/A
Location
Irving, Texas, United States
Company
Privus Financial
Jonathan Potocki's Company Details
Privus Financial logo, Privus Financial contact details

Privus Financial

Dallas, TX, US • 10 - 19 Employees
Financial Services

Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance planning, estate, gift, and wealth transfer planning, education planning, charitable planning, business planning, tax planning, and cash flow planning.

investment services 401k retirement planning risk management insurance planning charitable planning cash flow planning financial planning tax planning wealth transfer planning estate planning
Details about Privus Financial
Frequently Asked Questions about Jonathan Potocki
Jonathan Potocki currently works for Privus Financial.
Jonathan Potocki's role at Privus Financial is Accounting Assistant.
Jonathan Potocki's email address is ***@privusfinancial.com. To view Jonathan Potocki's full email address, please signup to ConnectPlex.
Jonathan Potocki works in the Financial Services industry.
Jonathan Potocki's colleagues at Privus Financial are Carrie Martin, Teresa Gast, Rachel Marez, Kim CPA, Kim Pruett, Carrie Martin-Ghaemmaghami and others.
Jonathan Potocki's phone number is N/A
See more information about Jonathan Potocki