Mimi Potter

Senior Vice President, Phoenix Marketing International

Mimi has 25 years of market research and consulting experience spanning retail banking, credit products, hospitality, affluent/HNW clients, and small business owners. Mimi has expertise in market sizing, segmentation, product development, customer satisfaction/loyalty, and advertising/communications analysis. Prior to joining Phoenix, she led PSCU Financial Service’s consulting and market intelligence efforts, and was VP at Sterling Research Group, where she was in charge of both hotel satisfaction tracking and custom consulting research. Mimi holds a B.S. in Business Administration from the University of Florida, and an MBA from the University of South Florida.


New Trends: Research Findings from NCFP’s “Trends 2020” Study

Posted on January 14, 2019 by Armando Castellano, Mimi Potter, Neal Chambliss, Claire Costello, Bob Reid, Ellie Frey Zagel

What are new emerging issues facing philanthropic donors and families? How are families’ funding priorities, governance practices, and approaches to giving and decision-making evolving and changing? How are issues of founder participation, choice of lifespan, and the use of multiple giving vehicles affecting the practices and outcomes of family philanthropy? This webinar will share the results of research findings from… Read More