Jake Pottier

Director, Advisor Experience @Manulife

Kitchener, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Aug 2023 — Present

Director, Advisor Experience @Manulife

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Driving transformative digital and business capabilities for a network of insurance and investment advisors.

EDUCATION

2003 — 2007

University of Toronto

Bachelor's degree, Economics

SKILLS

Project ManagementInvestment StrategiesTeam LeadershipNegotiationActuarial ScienceMicrosoft ExcelPortfolio ManagementInternal ControlsFinancial AnalysisFinancePlanview EnterpriseChange ManagementEquitiesValuationAnalysisBankingMutual FundsRisk ManagementProgram DevelopmentInvestmentsProgram ManagementInsuranceFinancial ModelingLeadershipStrategic Financial PlanningBusiness DevelopmentBusiness AnalysisWealth ManagementProjecStrategic Planning

ABOUT JAKE POTTIER

Accomplished senior leader with over 18 years in the financial services sector. Experienced in leading and delivering successful business strategies, including strategic investments, digital transformation, and expense management. Committed to enhancing experiences and fostering long-term relationships by managing high-performing teams to deliver exceptional value and achieving outstanding results.

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