Search

Dupree W Potter

from Bronx, NY
Get Report
Related to:
Billy Ray Potter, 80James Robert Mckay, 52Thomas C Barfield, 52Tracy Rogerson, 43Susan C Mckay, 76Horace MckayJackie Potter, 55
Connected to:
Abbey N Potter, 36Adam Potter, 40Alanna Potter, 41Alexandria D Potter, 35Alien P Potter, 47Alison A Potter, 38Althea G Potter, 40Alvin J Potter, 71Anthony A Potter, 59Ardelle E Potter, 45

Dupree Potter Phones & Addresses

  • Bronx, NY
  • 6129 Hidden Meadow Ln, Charlotte, NC 28269 (718) 295-5942
  • 6129 Hidden Meadow Ln, Charlotte, NC 28269

Work

Position: Clerical/White Collar

Education

Degree: High school graduate or higher

Emails

d***[email protected]

Resumes

Resumes

Dupree Potter Photo 1

Vice President Marketing Operations

View page
Location:
6129 Hidden Meadow Ln, Charlotte, NC 28269
Industry:
Financial Services
Work:
Bank of America Merchant Services
Vice President Marketing Operations
Tiaa Jul 2014 - Oct 2016
Managing Director, Regulatory Participant Communications
Tiaa Jul 2009 - Jul 2014
Senior Director, Head of Fee Disclosure and Statement Operations
Tiaa Jun 2007 - Jul 2009
Manager, Transactional Communications  Quarterly Reports
Tiaa May 2004 - Jun 2007
Senior Business Consultant
Education:
Delaware State University 1989 - 1993
Bachelors, Bachelor of Science, Marketing South Shore High School 1989
Skills:
Process Improvement
Executive Management
Vendor Management
Leadership
Operations Management
Strategic Planning
Strategic Financial Planning
Management
Bank Statements
Financial Statements
Contract Negotiation
Vendor Contracts
Process Redesign
Relationship Management
Strategy
Risk Management
Financial Services
Mutual Funds
Portfolio Management
Series 63
Investments
Business Analysis
Retirement Planning
Series 7
Wealth Management
401K
Retirement
Securities
Series 6
Insurance
Investment Advisory
Fixed Annuities
Asset Management
Banking
Fixed Income
Financial Planning
Crm
Alternative Investments
Business Process Improvement
Asset Allocation
401 Retirement Savings Plans
Finra
Customer Relationship Management
Segmentation
Asset Managment
Series 99
Equities
Pensions
Analytics
Investment Management
Languages:
Spanish
Certifications:
Six Sigma Green Belt
Series 26
Series 6
Series 99
Series 63
Villanova University College of Professional Studies
Financial Industry Regulatory Authority (Finra)
Dupree Potter Photo 2

Dupree Potter

View page
Location:
Charlotte, NC
Industry:
Financial Services
Work:
Tiaa Jul 2014 - Oct 2016
Managing Director, Regulatory Participant Communications
Tiaa Jul 2009 - Jul 2014
Senior Director, Head of Fee Disclosure and Statement Operations
Tiaa Jun 2007 - Jul 2009
Manager, Transactional Communications  Quarterly Reports
Tiaa May 2004 - Jun 2007
Senior Business Consultant
Skills:
Process Improvement
Executive Management
Vendor Management
Leadership
Operations Management
Strategic Planning
Strategic Financial Planning
Management
Bank Statements
Financial Statements
Contract Negotiation
Vendor Contracts
Process Redesign
Relationship Management
Strategy
Risk Management
Financial Services
Mutual Funds
Portfolio Management
Series 63
Investments
Business Analysis
Retirement Planning
Series 7
Wealth Management
401K
Retirement
Securities
Series 6
Insurance
Investment Advisory
Fixed Annuities
Asset Management
Banking
Fixed Income
Financial Planning
Crm
Alternative Investments
Business Process Improvement
Asset Allocation
401 Retirement Savings Plans
Finra
Customer Relationship Management
Segmentation
Asset Managment
Series 99
Equities
Pensions
Analytics
Investment Management
Control profile
Dupree W Potter from Bronx, NY Get Report