Deborah Potts Email
Wealth Advisory, GAICD @ Entregar Partners
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Deborah Potts Location
- Sydney, NSW, AU
Deborah Potts Work
- 2025 -now Wealth Advisory, GAICD @
- 2015 -2024 Chief Member Officer @
- 2012 -2015 Director @ Sarala Consulting Pty Ltd
- 2011 -2012 National Head of Partnering and Advice Strategy @ ipac Financial Services
- 2009 -2011 National Head of Magnitude Dealer Group @
- 2003 -2009 Executive Manager to CEO @
Deborah Potts Education
- Macquarie University
Bachelor of Economics and Accounting
Deborah Potts Skills
- Financial Services
- Leadership
- Business Strategy
- Customer Experience
- Customer Service
- Customer Insight
- Channel Strategy
- Culture Change
- Strategy
- Wealth Management
- Stakeholder Management
- Business Process Improvement
- Business Analysis
- Management Consulting
- Governance
- Risk Management
- Change Management
- Business Transformation
- Business Development
- Channel Account Management
- Coaching
- Competitive Analysis
- Customer Retention
- Customer Satisfaction
- Digital Strategy
- Employee Engagement
- Financial Advisory
- Financial Planning
- Financial Risk
- Fund Administration
- Product Innovation
- Customer Journey Mapping
- Management
- Market Analysis
- Market Research
- Marketing Strategy
- Operations Management
- Pensions
- Performance Management
- Portfolio Management
- Project Delivery
- Relationship Management
- Retirement Planning
- Customer Segmentation Strategy
- Small Business
- SMSF
- Startup Development
- Strategic Planning
- Superannuation
- Voice of the Customer
- Sales
- Microsoft Office
- Microsoft Excel
- Research
Deborah Potts Summary
- Deborah Potts, based in Sydney, NSW, AU, is currently a Wealth Advisory, GAICD at Entregar Partners. Deborah Potts brings experience from previous roles at Rest, Sarala Consulting Pty Ltd, ipac Financial Services and BT Financial Group. Deborah Potts holds a Bachelor of Economics and Accounting @ Macquarie University. With a robust skill set that includes Financial Services, Leadership, Business Strategy, Customer Experience, Customer Service and more. Deborah Potts has 1 emails on RocketReach.
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