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Kincey
B. Potter
Kincey
Potter is a skilled and
experienced senior manager of
large, complex initiatives in
high-pressure environments. She
worked 20 years at American
Management Systems (AMS)
including 10 years as a
Vice-President. Her career has
focused on the financial services
industry, and she managed
strategic multi-million projects
for major US and Canadian banks
including Citibank, Royal Bank of
Canada, Bank of Montreal, and
Morgan Stanley. She is currently
semi-retired managing real estate
investments and applying her
experience to assist an
environmental non-profit, the
South River Federation, to step
up to the next level with full
time staff, a substantial budget,
and the fundraising to support
it.
Highlights
of her experience
include:
- Kincey
was co-founder of the AMS
Toronto office and managed the
staffing operation including
the hiring of key client
manager and the setup of the
management infrastructure.
Over three years revenue from
the operation increased 150%
to almost $20 million with a
profit margin of
39%
- She
served as a one-year interim
manager of the Strategic
Alliances unit of AMS's
Financial Services division,
when she achieved $6.6 million
in contributions --- nearly
50% over target.
- Kincey
managed a series of related
projects to deliver
leading-edge technology
infrastructure for Security
First Network Bank, one of
the first exclusively on-line
banks in the United States.
The engagement required
developing an overall target
architecture integrating over
20 separate systems and
business projects involving
virtually all employees of the
bank as well as 8-10
third-party vendors. The
design was completed in four
months and first phase was
successfully launched six
months later resulting in
positive ratings from "Gomez,"
the internet financial
services analysis
firm.
- For
a leading Canadian Bank,
Kincey led a multi-project
initiative to implement
Customer Relationship
Management in the Retail Bank.
The $10 million effort
entailed the revamping of the
retail bank marketing effort
from a product to a client
focus, the development of
predictive models for
campaigns and customer
treatments, implementation of
new systems and major changes
to existing systems to enable
actions and track results. The
first release was implemented
within 15 months, and resulted
in significant increases in
retail revenues.
- Kincey
supervised a major
re-engineering of personal
consumer credit origination
systems for Bank of Montreal.
The effort involved the design
and development of a new
object-based interface to
support customer service
representatives in 1200
branches, re-structuring of
the existing legacy mainframe
system, and full integration
with the bank's existing
branch platform.
- As
an independent consultant
Kincey was Program Manager for
the design of a new website
for on-line brokerage services
for a major Wall Street
investment firm. The effort
entailed combining the
existing sites of the on-line
brokerage and advisor clients
and required coordinating the
efforts of three internal
units as well as two outside
consulting firms. The
requirements analysis and
design were completed in four
months and the first phase of
the site was implemented three
months later.
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