Senior Consultant @ (January 2016 - September 2021)
Managed Services Associate @ (February 2014 - December 2015)
Finance Assistant @ (November 2013 - January 2014)
Buyer @ (February 2013 - May 2013)
Daniel Potts Education
CII
(QCF Level 4 Diploma in Regulated Financial Planning)
2014
University of Liverpool
Bachelor of Science (BSc) (Bachelor of Science (BSc), Economics)
2008-2011
Heaton Manor School 2000-2007
Daniel Potts Skills
Purchasing
Lotus Notes
Teamwork
Oracle Applications
Microsoft Office
Logical Thinker
Personal Financial Planning
Suitability
Regulatory Compliance
Investments
Pensions
KYC
Remediation
Retail Banking
Quality Assurance
Daniel Potts Summary
Daniel Potts, based in Newcastle upon Tyne, GB, is currently a Risk Consulting Manager at EY. Daniel Potts brings experience from previous roles at EY, Oxfam and SITA. Daniel Potts holds a CII. With a robust skill set that includes Purchasing, Lotus Notes, Teamwork, Oracle Applications, Microsoft Office and more. Daniel Potts has 2 emails and 1 mobile phone numbers on RocketReach.
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