Willis Towers Watson appoints leader for US East region: Susan Potter

14 March 2017 Consultancy.uk

Willis Towers Watson, formed by the $18 billion merger of Willis Group with Towers Watson, has announced the formation of a new regional segment, the US East region. The region will be led by firm veteran, Susan Potter.

The move will see Willis Towers Watson’s Northeast and Atlantic/South regions be consolidated into the US East region. The new region generates revenues in the order of $1.5 billion and employs around 6,300 people. To manage the new area, Susan Potter has been appointed as Region Head. She is tasked with further building the firm’s presence across the 22 states, as well as Puerto Rico, Bermuda, the U.S. Virgin Islands and the Cayman Islands, all contained in the new geographic arm.

Susan Potter Willis Towers Watson

Potter joined Watson Wyatt, a legal predecessor of Willis Towers Watson, as a Senior Consultant in 1990. In 1995 she joined PwC to become a Managing Associate at the firm, before a hiatus from professional services. She re-joined Watson Wyatt in 2006 to become Practice Leader Technology Solutions, and in 2008 took on the additional role of Director of Account Management. In 2014 Towers Watson appointed her to Managing Director of the firm’s East Division, and last year she become the Region Head of the US Atlantic & Southeast region.

Joe Gunn, head of North America, Willis Towers Watson, says, “Susan’s commitment to serving our clients, growing our business and creating an engaging environment for our colleagues sets her apart and engenders great confidence that she will drive future success. Susan’s leadership experience, together with her industry-based knowledge and skill set, will help us gain access to the wealth of resources that these two combined regions have to offer.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.