Steven Potter is an accomplished professional in the financial services sector with extensive experience in account management and strategic sales. Currently serving as the Account Director for Financial Services at Docusign since April 2025, Steven previously held positions such as Strategic Account Executive at People.ai and Strategic Account Director for Healthcare and Life Sciences at Docusign from 2018 to 2024. Additional experience includes leadership roles at Sullivan Bruyette Speros & Blayney as Director, and various account executive positions at Determine, UBS Financial Services, Bernstein Global Wealth Management, Kintera, Vividence, and Sterling Software Inc. Steven earned a Bachelor of Arts in Liberal Arts with a minor in Economics from Penn State University, completing studies in 1988.
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