Premium Property Sales Executive @ (September 2023 - July 2025)
Operations Manager @ (November 2021 - July 2023)
Special Project Consultant @ (July 2021 - September 2021)
Director @ Chartered Wealth Management (January 2013 - June 2021)
Director @ Vine Wealth (January 1998 - June 2021)
Sales Consultant and Store Manager @ (January 1995 - March 1998)
Duane Potter Education
Deakin University
Advanced Diploma of Financial Services (ADFS)
Duane Potter Skills
Analytics
Asset Management
Business Acumen
Business Development
Business Planning
Business Strategy
Credit Risk
Customer Relationship Management (CRM)
Customer Success
Diversity
Financial Advisory
Financial Planning
Financial Risk
Financial Services
Financial Software
Insurance
Investment Strategies
Investments
Portfolio Management
Risk Management
Software Implementation
Stakeholder Management
Strategic Financial Planning
Strategic Planning
Strategy
Wealth Management
Zendesk
Leadership
Sales
Microsoft Excel
Duane Potter Summary
Duane Potter, based in Cooroy Mountain, QLD, AU, is currently a Premium Property Sales Executive at Harcourts One Group. Duane Potter brings experience from previous roles at Ray White, G8 Performance, The Banyans Health and Wellness and Chartered Wealth Management. Duane Potter holds a Advanced Diploma of Financial Services (ADFS) @ Deakin University. With a robust skill set that includes Analytics, Asset Management, Business Acumen, Business Development, Business Planning and more. Duane Potter has 1 emails and 1 mobile phone numbers on RocketReach.
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