Ivonne Potter, CLM in

Ivonne Potter, CLM

Evaluator · DISC type Csd
Chief Financial Officer at Rottenstreich Farley Bronstein Fisher Potter Hodas LLP
📍 West Palm Beach, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
20 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
West Palm Beach, Florida, United States
Personality Overview

How Ivonne shows up

Hard To Convince
Thorough Evaluator
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Ivonne cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2018
Chief Financial Officer
Rottenstreich Farley Bronstein Fisher Potter Hodas LLP
1-2017 - 8-2018
Controller
Lash & Goldberg LLP
2-2006 - 12-2016
Controller
KatzBarronSquiteroFaust
8-2005 - 2-2006
Staff Auditor
Levenson, Katzin and Ballotta
2-2005 - 8-2005
Staff Auditor
Morrison, Brown, Argiz & Farra, LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2012
Master's degree
Nova Southeastern University
2012 - 2013
Teaching Certificate
American Board of Certification for Teacher Excellence
2009 - 2012
Master's degree
Nova Southeastern University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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