Chase Potter work email
- Valid
- Valid
Chase Potter personal email
- Valid
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.
-
Partner And CooSavairZürich, Zh, Ch -
Partner / CooSavair Apr 2023 - PresentCo-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 -
Principal ConsultantFreelance May 2022 - Jul 2023Independent consultant focused on strategy, business & digital transformation and value creation
-
Director Digital Transformation And Value ManagementLiberty Latin America Jan 2020 - May 2022Denver, Co, UsDigital Transformation, Digital Performance Management, global Digital P&L -
Chief Of Staff To Group CeoDigicel Group 2018 - 2019Kingston, JmCollaborated with CxO, Board and Operational teams to execute projects across 32 markets in Latin America and the Pacific. -
Global Business Transformation ManagerUnit4 2016 - 2018International, Global, OoManaged 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 -
Senior Consultant IiRoland Berger 2015 - 2016Munich, Germany, DeMember for Financial Services practice based in Amsterdam; executed strategy consulting projects across industries such as financial services, energy, manufacturing and software (SaaS). -
Senior Consultant IRoland Berger 2013 - 2015Munich, Germany, De -
Summer AssociateRoland Berger 2012 - 2012Munich, Germany, DeMBA summer associate program; project scope included post merger integration of a Dutch bank and financial model for Dutch retail banking sector -
Financial AdvisorMorgan Stanley 2006 - 2011New York, Ny, UsWealth 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
Chase Potter Education Details
-
Iese Business SchoolMba -
The University Of Hong KongInternational Exchange -
Union CollegePolitical Science -
King'S College LondonInternational Exchange -
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial