Ivonne Potter, CLM in

Ivonne Potter, CLM

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ivonne cares about

Strategic Priorities
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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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