William Potter

Client Relationship Manager at Fisher Funds
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Contact Information
us****@****om
(386) 825-5501
Location
Auckland, Auckland, New Zealand, NZ

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Bio

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Experience

  • Fisher Funds
    • New Zealand
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Manager
      • Nov 2022 - Present

      Auckland, New Zealand

  • MYTEAMPULSE
    • New Zealand
    • Software Development
    • 1 - 100 Employee
    • Business Development Specialist
      • Jul 2021 - 2022

  • Generate KiwiSaver Scheme
    • New Zealand
    • Investment Management
    • 1 - 100 Employee
    • Head of Retention
      • Feb 2018 - May 2020

      My first role was appointment booking, I was then internally promoted to Head to Retention. Highlights in this role were navigating a data breach, coping with lockdown, and having the responsibility of being the last point of contact in a company with over 72,000 members at the time.

Education

  • Auckland University of Technology
    Bachelor's degree, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
    2021 -

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