Kincey B. Potter


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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.