Dan Potter Email and Phone Number
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Over 20 years’ experience in Asset Management across all areas of the business including; Trading (equities, bonds, FX, funds), Performance and Risk, CRM, Investment Mandates, Client Reporting, Finance, Operations, MIS, Marketing and Compliance.Hands on experience working in Front Office, Middle Office and IT positions throughout my career.Thorough understand of system development (agile and non-agile frameworks, good understanding of UML), software testing (black box, white box, system testing & UAT).Experience of writing complex but concise and easy to digest functional specifications and test plans.
Wellington Management
View- Website:
- wellington.com
- Employees:
- 3027
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Vice President, ManagerWellington Management Jan 2017 - PresentLondon, United Kingdom
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Lead Systems AnalystWellington Management Oct 2015 - Jan 2017London, United Kingdom
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Application Support Manager/Business AnalystSarasin & Partners Llp Oct 2009 - Oct 2015London, United KingdomI am responsible for the management of Application Support Team, supporting all the firms investment systems including Charles River and the management of internal software releases for the firms core operations platform. I am involved in all development projects undertaken by the firm and act as business analyst resource for various projects as required. -
Business Analyst/Project ManagerSarasin & Partners Apr 2008 - Oct 2009London, United KingdomI worked as a business analyst on various projects, but mainly on a large project to upgrade the firms bespoke core investment operations, client reporting and CRM system from MS Access to .net. I was responsible for the planning of phased releases, test plan creation and co-ordinating business approval for project releases into the production environment.
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Business AnalystHsbc Investments Apr 2006 - Apr 2008London, United KingdomI was responsible for all project work the Charity Team were involved with, including the implementation of a new CRM system and the selection and implementation of a new performance measurement system. -
Charity Desk AssistantHsbc Investments Jan 2003 - Apr 2006London, United KingdomI was responsible for the calculation of the teams performance numbers and monitoring asset allocation vs benchmark. I was also involved in maintaining client relationships and the co-ordination of third party fund deals with various fund managers and internal departments.
Dan Potter Skills
Dan Potter Education Details
Frequently Asked Questions about Dan Potter
What company does Dan Potter work for?
Dan Potter works for Wellington Management
What is Dan Potter's role at the current company?
Dan Potter's current role is Vice President, Manager at Wellington Management.
What is Dan Potter's email address?
Dan Potter's email address is da****@****n.co.uk
What schools did Dan Potter attend?
Dan Potter attended Birkbeck, U. Of London.
What skills is Dan Potter known for?
Dan Potter has skills like Equities, Business Analysis, Investment Banking, Management, Asset Management, Fixed Income, Test Planning, User Acceptance Testing, Portfolio Management, Project Management, Managed Funds, Risk Management.
Who are Dan Potter's colleagues?
Dan Potter's colleagues are Lisa Green, Zhihui (Jojo) Hu, Al Vlajinac, Johnny Roche, Ryan Saccoman, Megan Kelly, Cfa, Rich Raymond.
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