Chase Potter

Chase Potter Email and Phone Number

Partner and COO @ Savair
Zürich, ZH, CH
Chase Potter's Location
Zurich, Zurich, Switzerland, Switzerland
Chase Potter's Contact Details

Chase Potter personal email

About Chase Potter

Heading up client operations and building out the platform & operations for Savair (multi family office) in Zurich, Switzerland.MBA from IESE Business School, certified Lean Six Sigma Black Belt and PMP.

Chase Potter's Current Company Details
Savair

Savair

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Partner and COO
Zürich, ZH, CH
Website:
savair.com
Employees:
5
Chase Potter Work Experience Details
  • Savair
    Partner And Coo
    Savair
    Zürich, Zh, Ch
  • Savair
    Partner / Coo
    Savair Apr 2023 - Present
    Co-Founder of Savair – a multi-family office offering dedicated support to manage full scope of client wealth (investments, tax & wealth planning and family operations). We work with entrepreneurs and entrepreneurial families to professionalize the management of their wealth, which often extends across multiple countries and tax jurisdictions.• Responsible for building out & running the company digital platform (portfolio management system, advanced portfolio analytics, data lake, automated bank data links, consolidated reporting across all wealth)• Lead for company back-office operations - including Compliance, Finance, IT and Audit
  • Freelance
    Principal Consultant
    Freelance May 2022 - Jul 2023
    Independent consultant focused on strategy, business & digital transformation and value creation
  • Liberty Latin America
    Director Digital Transformation And Value Management
    Liberty Latin America Jan 2020 - May 2022
    Denver, Co, Us
    Digital Transformation, Digital Performance Management, global Digital P&L
  • Digicel Group
    Chief Of Staff To Group Ceo
    Digicel Group 2018 - 2019
    Kingston, Jm
    Collaborated with CxO, Board and Operational teams to execute projects across 32 markets in Latin America and the Pacific.
  • Unit4
    Global Business Transformation Manager
    Unit4 2016 - 2018
    International, Global, Oo
    Managed key transformation projects to right-size operational cost base, redefine Private Equity (PE) value creation story & reporting and collaborated with CIO to define & implement digital transformation program
  • Roland Berger
    Senior Consultant Ii
    Roland Berger 2015 - 2016
    Munich, Germany, De
    Member for Financial Services practice based in Amsterdam; executed strategy consulting projects across industries such as financial services, energy, manufacturing and software (SaaS).
  • Roland Berger
    Senior Consultant I
    Roland Berger 2013 - 2015
    Munich, Germany, De
  • Roland Berger
    Summer Associate
    Roland Berger 2012 - 2012
    Munich, Germany, De
    MBA summer associate program; project scope included post merger integration of a Dutch bank and financial model for Dutch retail banking sector
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2006 - 2011
    New York, Ny, Us
    Wealth manager focused on holistic financial solutions for individuals and families by providing comprehensive financial planning strategies based on risk tolerance, tailored investment plans, savings strategies, insurance and tax.

Chase Potter Skills

Alternative Investments Transformations Consulting Banking Corporate Finance Retirement Planning Valuation Financial Modeling Investments Finance Strategy Equities Mutual Funds Management Consulting Entrepreneurship Emerging Markets Asset Management Financial Analysis Business Strategy Project Management Due Diligence Drawing

Chase Potter Education Details

  • Iese Business School
    Iese Business School
    Mba
  • The University Of Hong Kong
    The University Of Hong Kong
    International Exchange
  • Union College
    Union College
    Political Science
  • King'S College London
    King'S College London
    International Exchange
  • Westminster School
    Westminster School

Frequently Asked Questions about Chase Potter

What company does Chase Potter work for?

Chase Potter works for Savair

What is Chase Potter's role at the current company?

Chase Potter's current role is Partner and COO.

What is Chase Potter's email address?

Chase Potter's email address is ch****@****it4.com

What schools did Chase Potter attend?

Chase Potter attended Iese Business School, The University Of Hong Kong, Union College, King's College London, Westminster School.

What skills is Chase Potter known for?

Chase Potter has skills like Alternative Investments, Transformations, Consulting, Banking, Corporate Finance, Retirement Planning, Valuation, Financial Modeling, Investments, Finance, Strategy, Equities.

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