Client Services
Robert J. Potvin, Jr.
Director of Sales and Client Service
(See Senior Personnel)
Lee Schneider
Director of Regional Sales
Lee Schneider is a 25 year veteran in Institutional Sales and Service and serves as Vision’s Regional Director facilitating sales and service in the western US. Prior to joining Vision, Lee served as First Vice President for BNY Mellon’s Asset Management’s Taft-Hartley group. Additionally, he was a managing partner at Pacific Dental Benefits, a National Vice President of Delta Dental Plan of California and member of Teamsters Local 986. Lee completed his studies at Troy State University in Business Administration in 1982. He currently Chairs the Leukemia & Lymphoma Society’s National Board of Representatives and serves as an advisor to the Loveall Foundation for Children.
Orit Carmiel
Investor Relations
Orit Carmiel is responsible for Investment Relations at Vision. Previously, she worked in Fixed Income Sales and Capital Introduction at RBC Dain and Banc of America Securities. She holds a B.A. in Political Science from Rutgers University and is fluent in Hebrew.