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."
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Risk Consulting ManagerEyNewcastle Upon Tyne, Gb -
ManagerEy Oct 2021 - PresentLondon, England, United Kingdom -
Senior ConsultantEy Jan 2016 - Sep 2021London, United Kingdom -
Managed Services AssociateEy Feb 2014 - Dec 2015Newcastle Upon Tyne, United KingdomCurrently 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. -
Finance AssistantOxfam Nov 2013 - Jan 2014Newcastle Upon Tyne, United KingdomAssisted with the recording and processing of the shop income and/or associated expenditure for all of OxfamGB's shops. -
BuyerSita Feb 2013 - May 2013Prague, The Capital, Czech RepublicActed 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
Daniel Potts Education Details
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CiiQcf Level 4 Diploma In Regulated Financial Planning -
Heaton Manor School
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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Daniel Potts
Wallsend -
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Daniel Potts
Principal Recruitment Consultant At Liquid Personnel - Send - Specializing In All Things Ed PsychGreater Ipswich Area -
Daniel Potts
Hadfield
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