Charles Potters Title: Capital Markets Lecturer and Historian Education: Fairleigh Dickinson University, Wroxton College Location: Greater New York City Area, NY Expertise: Economics, Financial Planning, Investing, Trading Member of The Balance's Financial Review BoardNationally recognized capital markets specialist and educator who has spent the last three decades developing in-depth training programs for financial professionalsClients have included dozens of financial institutions including (but not limited to) Goldman Sachs, Morgan Stanley, Societe Generale, Paine Webber, UBS, Deutche Bank and othersDeveloped specialized classes for investors, traders, IT executives, legal/compliance officers, and various types of specialized operations groups Experience Charles Potters has spent over three decades as a financial educator, involved in the creation and delivery of capital markets and financial services training programs tailored to the needs of both individuals and major financial institutions. Participants have included over 10,000 attendees, coming from the world's leading investment and commercial banks, insurance companies, trading firms, exchanges, and market information providers.Charles developed specialized classes for investors, traders, IT executives, legal/compliance officers, and various types of specialized operations groups. These classes have included topics concerning the real-world issues revolving every day in the worlds of equities, fixed income and derivatives, as well as discussing and dissecting economics, market intelligence, and the ever-changing effects that technology has in those markets. Charles has taught at a number of institutions including Goldman Sachs, Morgan Stanley, Societe Generale, and many more. Procrastination is the thief of time. Education Charles received his B.A. in political science and English literature from Fairleigh Dickinson University, and spent a year studying at Wroxton College with a focus on British political history. About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.