Daniel Potts
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Daniel Potts Email & Phone Number

Risk Consulting Manager at EY
Location: London, England, United Kingdom 6 work roles 3 schools
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Current company
EY
Role
Risk Consulting Manager
Location
London, England, United Kingdom
Company size

Who is Daniel Potts? Overview

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Quick answer

Daniel Potts is listed as Risk Consulting Manager at EY, a with 371494 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Potts.

Daniel Potts previously worked as Manager at Ey and Senior Consultant at Ey. Daniel Potts holds Qcf Level 4 Diploma In Regulated Financial Planning from Cii.

Company email context

Email format at EY

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EY

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Profile bio

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."

Listed skills include Purchasing, Teamwork, Lotus Notes, Microsoft Office, and 11 others.

Current workplace

Daniel Potts's current company

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EY
Ey
Risk Consulting Manager
Newcastle upon Tyne, GB
Website
Employees
371494
AeroLeads page
6 roles

Daniel Potts work experience

A career timeline built from the work history available for this profile.

Risk Consulting Manager

Ey

Newcastle Upon Tyne, Gb

Manager

Ey

London, England, United Kingdom

Senior Consultant

Ey

London, United Kingdom

Jan 2016 - Sep 2021

Managed Services Associate

Ey

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.

Feb 2014 - Dec 2015

Finance Assistant

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.

Nov 2013 - Jan 2014

Buyer

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.

Feb 2013 - May 2013
Team & coworkers

Colleagues at EY

Other employees you can reach at ey.com. View company contacts for 371494 employees →

3 education records

Daniel Potts education

Qcf Level 4 Diploma In Regulated Financial Planning

Cii

Standard qualification for those advising on retail investment products.

Education record

Heaton Manor School
FAQ

Frequently asked questions about Daniel Potts

Quick answers generated from the profile data available on this page.

What company does Daniel Potts work for?

Daniel Potts works for EY.

What is Daniel Potts's role at EY?

Daniel Potts is listed as Risk Consulting Manager at EY.

Where is Daniel Potts based?

Daniel Potts is based in London, England, United Kingdom while working with EY.

What companies has Daniel Potts worked for?

Daniel Potts has worked for Ey, Oxfam, and Sita.

Who are Daniel Potts's colleagues at EY?

Daniel Potts's colleagues at EY include Domenic Mansueto, Manuel Peña, Maryna Kysloshchaieva, Anna Rizzi, and Martin Cardell.

How can I contact Daniel Potts?

You can use AeroLeads to view verified contact signals for Daniel Potts at EY, including work email, phone, and LinkedIn data when available.

What schools did Daniel Potts attend?

Daniel Potts holds Qcf Level 4 Diploma In Regulated Financial Planning from Cii.

What skills is Daniel Potts known for?

Daniel Potts is listed with skills including Purchasing, Teamwork, Lotus Notes, Microsoft Office, Oracle Applications, Logical Thinker, Personal Financial Planning, and Suitability.

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