Dharma S. Potu
About Dharma S. Potu
Dharma S. Potu serves as a Director at UBS in the New York City Metropolitan Area since 2021. He has extensive experience in financial services, having held various roles at notable firms including Barclays, EY, and J.P. Morgan.
Work at UBS
Dharma S. Potu has been serving as a Director at UBS since 2021. In this role, he operates within the New York City Metropolitan Area. His responsibilities include overseeing various financial operations and strategic initiatives, contributing to the firm's objectives in the competitive financial services sector.
Previous Experience in Financial Services
Prior to his current position at UBS, Dharma Potu held several significant roles in the financial services industry. He worked at Barclays Investment Bank as an Assistant Vice President in Global Finance Change Management from 2010 to 2013. He also served as a Manager in Financial Services Business Consulting at EY from 2013 to 2015, and as a Senior Consultant at EY from 2006 to 2010. Additionally, he was a Relationship Manager at Advent Software from 2001 to 2004 and worked at J.P. Morgan as a Business Analyst from 2000 to 2001.
Education and Expertise
Dharma S. Potu holds a Bachelor of Arts degree from Emory University. He furthered his education by completing an MBA at Fordham Gabelli School of Business and a Post Graduate Program at The University of Texas at Austin - Red McCombs School of Business. His educational background provides a strong foundation for his expertise in financial services and consulting.
Career Progression
Dharma Potu's career in the financial services sector spans over two decades. He began his career as a Business Analyst at J.P. Morgan in 2000. He then transitioned to Citi, where he worked in Global Capital Markets for a brief period in 2005. Following that, he held various managerial and consulting roles at Advent Software, EY, and Milestone before joining UBS in 2021.