Katherine Potter

Business Operations - FP Business Continuity/succession Planning

Katherine Potter is an experienced business operations professional currently serving in a role focused on business continuity and succession planning at Equitable since November 2021. Prior to this, Katherine worked as an RBG Champion and Onboarding Coordinator at Equitable Advisors, where responsibilities included managing communications, recruitment processes, and training for developing Financial Professionals. Katherine’s background also includes extensive experience in onboarding and program support at Equitable Advisors (formerly AXA Advisors) and previous roles as an Executive Assistant at WAKE HEALTH SERVICE INC and as an Administrative Assistant and Soybean Trader at Cargill, Incorporated. Katherine holds a Bachelor's Degree in Animal Science from North Carolina State University.

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