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Elise is a Certified Salesforce Administrator and Certified Platform App Builder.  She has 8 years of experience consulting on the Salesforce platform with the last 5 years being focused on the wealth industry.  She has worked extensively with Financial Services Cloud and the Salesforce for Wealth Management templates as well as with many wealth-related Salesforce applications.  Elise began her career in sales so she has a unique perspective on marrying sales cycles and end-user adoption requirements with the technical aspects of the platform.  She considers chocolate a primary food group and enjoys playing outside with her kids.

CRM, Salesforce, Back to Team

Elise Pottinger, Salesforce

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