Daniel Potts

Daniel Potts Email and Phone Number

Risk Consulting Manager @ EY
Newcastle upon Tyne, GB
Daniel Potts's Location
London, England, United Kingdom, United Kingdom
About Daniel Potts

Daniel Potts is a Risk Consulting Manager at EY. He possess expertise in purchasing, teamwork, lotus notes, microsoft office, oracle applications and 10 more skills. Colleagues describe him as "Daniel was very useful member of our multinational team caring for purchases in all countries. He learned fast the process and was able to execute almost without supervision He was able to acquire a new experience and reuse it even if the next case was not same."

Daniel Potts's Current Company Details
EY
Risk Consulting Manager
Newcastle upon Tyne, GB
Website:
ey.com
Employees:
371494
Daniel Potts Work Experience Details
  • Ey
    Risk Consulting Manager
    Ey
    Newcastle Upon Tyne, Gb
  • Ey
    Manager
    Ey Oct 2021 - Present
    London, England, United Kingdom
  • Ey
    Senior Consultant
    Ey Jan 2016 - Sep 2021
    London, United Kingdom
  • Ey
    Managed Services Associate
    Ey Feb 2014 - Dec 2015
    Newcastle Upon Tyne, United Kingdom
    Currently working as a file reviewer undertaking past business reviews of investment advice provided by a large retail bank's financial advisers.Assessing the suitability of the sale of Unit Trusts, Investment bonds, Pensions, Structured Products, and SCARPs, including instances of replacement business.Previously acted as a reviewer of a retail business bank’s customer files to ensure the KYC information on file is compliant with AML regulations and client standards.
  • Oxfam
    Finance Assistant
    Oxfam Nov 2013 - Jan 2014
    Newcastle Upon Tyne, United Kingdom
    Assisted with the recording and processing of the shop income and/or associated expenditure for all of OxfamGB's shops.
  • Sita
    Buyer
    Sita Feb 2013 - May 2013
    Prague, The Capital, Czech Republic
    Acted as the focal point in the region for the purchasing process and Oracle P2P system to ensure compliance with the Purchasing Policy. Reviewed and, where appropriate, authorised purchase orders raised by SITA employees. Worked with suppliers and regional finance to ensure that processes for the verification and reconciliation of invoices was followed and understood. Dealt with many different countries, currencies and suppliers.

Daniel Potts Skills

Purchasing Teamwork Lotus Notes Microsoft Office Oracle Applications Logical Thinker Personal Financial Planning Suitability Investments Kyc Regulatory Compliance Pensions Remediation Retail Banking Quality Assurance

Daniel Potts Education Details

Frequently Asked Questions about Daniel Potts

What company does Daniel Potts work for?

Daniel Potts works for Ey

What is Daniel Potts's role at the current company?

Daniel Potts's current role is Risk Consulting Manager.

What schools did Daniel Potts attend?

Daniel Potts attended Cii, University Of Liverpool, Heaton Manor School.

What skills is Daniel Potts known for?

Daniel Potts has skills like Purchasing, Teamwork, Lotus Notes, Microsoft Office, Oracle Applications, Logical Thinker, Personal Financial Planning, Suitability, Investments, Kyc, Regulatory Compliance, Pensions.

Who are Daniel Potts's colleagues?

Daniel Potts's colleagues are Jenifer Kim Balanoyos, Melissa Reese, Larissa C., Phillip Alexander Hengl, Julia Yates, Andrea Troisi, Sergio Watanabe Trianto.

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