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Analyst Profile
David Potterton is Vice President of Research for the Global Banking, Insurance, Capital Markets and Risk Management practices. These advisory services cover retail banking, cash and treasury management, payment services, insurance, core corporate banking technologies, as well as capital markets and risk. Mr. Potterton contributes to the FinTech blogs in the IDC Financial Insights Community (http://idc-insights-community.com/financial). His Twitter handle is dpotterton. Industry Expertise His 25-year career in financial services as a practitioner, market researcher, and consultant has involved extensive interaction within investment banking, corporate cash and treasury management, and retail banking operations. With his experience in both domestic and wholesale banking, product development, business development, and product management, Mr. Potterton understands not only the research business, but the specific challenges and opportunities that financial services firms face. His career at several high profile banks gives him a practical and highly relevant perspective on the issues. Background In his most recent role, Mr. Potterton was Vice President and Group Manager/Consultant for the End to End Process Review Team, an internal consulting group within JPMorganChase. In this role, Mr. Potterton led multiple engagement teams in End to End process reviews across JPMC business units globally focusing on opportunities for process improvement and risk identification. Prior to this position, Mr. Potterton was Senior Business Strategy Manager within the Client Access group of JPMorgan Treasury Services where his role was to provide strategic direction and business thought leadership for the development and deployment of wholesale financial services. In addition, throughout his career, Mr. Potterton has served in senior product management roles all focused on driving growth. At JPMorganChase and BankBoston, he was charged with developing ways to retain customers, increase their share of wallet, and drive new account activity. Prior to JPMorgan Chase and BankBoston, Mr. Potterton was at Wachovia as vice president and group product manager. In this role, he was heavily focused on information reporting and money transfer products strengthening the product set and driving change as new products were brought to market. Along with his financial institution experience, Mr. Potterton also was a research director within the wholesale and eFinancial group at Meridien Research with specific focus on eBanking which allowed him to leverage his real world experience in this area. In addition, Mr. Potterton was a financial analyst at Manufacturer's Hanover Trust and then a commercial business development officer at Provident Bank. Education and Industry Affiliations Mr. Potterton holds his M.B.A., Finance and Marketing from Duke University, Fuqua School of Business, Durham, North Carolina and his B.A., Business Management and Economics from North Carolina State University, Raleigh, North Carolina. He also is a Certified Cash Manager. Mr. Potterton is a sought after speaker at industry events such as the Financial Services Technology Consortium (FSTC) forums and other events within the financial services industry. Download David Potterton's Bio in pdf format. Research Authored by David Potterton
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