Bob Pothier

I am a marketing professional with extensive experience in the financial services industry and in the retirement planning marketplace. Currently, I am a Financial Consultant in the Austin, Texas area. My areas of expertise are Retirement Planning, Estate Planning, Charitable Planning, Federal Income Taxation, Annuities and Mutual Funds.

Prior to this role, I was a Special Markets Technical Advisor in John Hancock Financial's Annuities and Mutual Funds Division. My industry expertise and my ability to develop relationships with product wholesalers, financial advisors and clients helped John Hancock achieve $11.3 billion in annuity sales.

Before joining John Hancock Financial, I spent 7 years as an Advanced Marketing Consultant for Pacific Life Insurance Company, Inc.'s Annuities and Mutual Funds Division. My technical expertise, action orientation and relationship management skills helped Pacific Life to garner $10.7 billion dollars in annuity sales.

Throughout my career, I have always been known for my ability to quickly develop rapport and to work in a team environment. I have traveled extensively with field wholesalers and delivered seminars and presentations for brokers and for clients. In addition, I have created numerous marketing materials and presentations tailored to clients and to investment professionals.

I hold a J.D. from Suffolk University Law School in Boston and an undergraduate degree from Boston College with a major in Political Science. I am a member of the Massachusetts Bar and I have successfully completed the CFP® exam.

I am an avid runner who also enjoys reading and working out. I have traveled extensively for both business and for pleasure.