EXECUTIVE SUMMARY

Strategic Advisor, Educator, and Board Executive with 25+ years of experience bridging high-stakes finance, sports, and business strategy. Expert in navigating the unique financial landscapes of elite athletes, entertainers, and growing enterprises through tailored asset management and advanced financial modeling. Recognized leader in organizational governance and community initiatives.

 

CORE COMPETENCIES

• Governance: Fiduciary Oversight, Audit & Finance Committee Leadership, Strategic Planning.

• Finance: Asset & Liability Management, Financial Modeling, Capital Structuring, Valuation, Due Diligence. Certified Financial Planner™

• Sports & Media: Athlete Business Affairs, Sport Business & Finance, Brand & Sponsorship Management.

• Real Estate: Commercial/Residential Transactions, Property Divestiture, Portfolio Management.

 

PROFESSIONAL EXPERIENCE

Potter Advisors/The Carrie Potter Group | Principal | 2006-Present

• Strategic Advisory: Serve as a private "Business Office" and advisor for professional athletes and high-net-worth individuals, managing complex financial ecosystems and multi-generational wealth strategies.

• Outsourced CFO Services: Modernize financial operations for small businesses; evaluate risk, implement internal controls, and produce sophisticated cash flow forecasts and income reporting.

• Investment & Asset Management: Spearhead due diligence for private equity and pooled investment vehicles; manage a diverse real estate portfolio including 40+ commercial and residential transactions.

• Capital Acquisition: Secure financing and cash flow vehicles for business clients, navigating banking relationships and capital markets to fund growth and operations.

 

Rice University|Department of Sport Management | Lecturer in Sport Finance | 2017 – Present

• Industry Thought Leadership: Developed and teach the Sport Finance curriculum; provide executive-level insights on business analytics and market trends to the next generation of sport executives.

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P.M.G. Sports and Entertainment | Washington, D.C. | Vice President | 1999 – 2006

• Business Affairs: Directed the financial and marketing portfolios for a roster of elite professional athletes.

• Venture Structuring: Established financial systems for client-owned companies and performed due diligence on emerging investment opportunities in various sectors, including entertainment, sports, finance, real estate, and venture capital.

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EDUCATION & CREDENTIALS

• Master of Business Administration (M.B.A.), The George Washington University

• Bachelor of Business Administration (B.B.A.), The George Washington University

• Certified Financial Planner™​

 

BOARD GOVERNANCE & PHILANTHROPIC LEADERSHIP

Extensive experience in fiduciary oversight, committee chairing, and organizational transformation.​

• Governance & Non-Profit Leadership

  • Women in Sports & Events (WISE) Houston | Founding President | Treasurer (2015-Present)​

  • Houston Area Women's Center | Board Chair and Vice-Chair of Finance (2010-2018)

  • Mercy Education System of the Americas | International Governing Board Member and Chair of Finance (2020-2025)

  • The Jensen Project | Board Chair | (2021-2025)

  • Texas Executive Women | President & Treasurer | (2018-2022)

• Academic & Strategic Advisory

  • ​The George Washington University School of Business | Board of Advisors, Executive Committee | (2012-Present)​​

  • Catholic Charities, Archdiocese of Galveston-Houston |Advisory Board | (2026-Present)

  • ​Houston Area Women's Center | Advisory Council | (2018-Present)

  • DivInc.| Mentor (2024-2025)

  • The Collectiv, a Venture Fund for Sports Leaders | Advisor | (2023-Present)

  • Divisional Advisor & Associate | Chao College | Rice University ​​​​​​​