Daniel Potvin

Daniel Potvin, CFA has extensive work experience in sales, business development, and management roles in the financial industry. Daniel is currently working as a Sales Director - Public Sector Civilian at Primer.ai and is responsible for utilizing natural language processing (NLP) engines and applications to help organizations make sense of text-based information. Prior to that, they worked as a Sales Director - Investment Metrics (West Coast) at Confluence from 2019 to 2021. Before that, they were a Senior Sales Consultant North America at Finvent Software in 2019. From 2017 to 2018, they served as a Senior Business Development Manager, North America at Confluence, where they defined target markets, developed product positioning, and established a pipeline of prospects. Daniel also worked at StatPro as a Senior Business Development Manager, North America from 2015 to 2017, where they led a team, implemented a new sales strategy, and developed sales force reports. Prior to that, they were a Senior Vice President - Sales Management North America at Milestone Group from 2013 to 2014, managing a sales team and implementing core sales disciplines. Daniel also has experience working at FactSet Research Systems, where they held various roles, including Vice President, Senior Regional Web Sales from 2012 to 2013, Vice President, Sales Manager Global Accounts Europe from 2010 to 2012, and Vice President, Senior Institutional Sales Manager from 2006 to 2010. In these roles, they defined target markets, managed teams, and assisted in negotiations for global accounts.

Daniel Potvin, CFA holds a Bachelor of Science (B.S.) degree in Applied Mathematics from Rochester Institute of Technology. Daniel has also obtained the Chartered Financial Analyst (CFA) certification.