Potomac Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Potomac operates in the financial services sector and focuses on supporting financial advisors. The company is based in Bethesda, Maryland. The company maintains a website at potomac.com.

The materials describe an approach aimed at helping advisors feel secure and confident while pursuing growth and managing risk. It positions Potomac as a partner to financial advisors rather than a traditional product provider, without citing specific offerings.

Find Potomac employees' phone numbers or email addresses

Potomac Global Highlights

Location
Employees

North America
52

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  • United States Of America
    52

Asia
2

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  • Kazakhstan
    1
  • India
    1

Europe
2

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  • Croatia
    2

South America
1

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  • Brazil
    1

Potomac's Leadership

  • Stylized image of a person
    M. K.
    Ceo / Cio
    Phone icon
  • Stylized image of a person
    J. G.
    Chief Growth Officer
    Phone icon
  • Stylized image of a person
    W. G.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    J. S.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    K. O.
    Office Manager - Assistant To Ceo
    Phone icon
  • Stylized image of a person
    V. G.
    Vice President
    Phone icon
  • Stylized image of a person
    M. R.
    Director Of External Sales
    Phone icon
  • Stylized image of a person
    K. M.
    Communications Director
    Phone icon

Potomac Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Finance
  • Human Resources
  • Other
  • Program & Project Management
  • Accounting
  • Branding

Contact profiles from Potomac

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    External Sales
    Phone icon
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    J. J.
    Platform Strategy Producer
    Phone icon
    United StatesKentucky
    Apr 16, 2026
  • Stylized image of a person
    P. W.
    External Sales
    Phone icon
    United StatesTennessee
    Mar 27, 2026
  • Stylized image of a person
    T. O.
    External Sales
    Phone icon
    United StatesArizona
    Mar 27, 2026
  • Stylized image of a person
    B. D.
    Internal Sales
    Phone icon
    United StatesDistrict of Columbia
    Apr 17, 2026
  • Stylized image of a person
    W. M.
    Internal Sales
    Phone icon
    United StatesMontana
    Dec 02, 2025
  • Stylized image of a person
    R. C.
    Internal Sales
    Phone icon
    United StatesMaryland
    Sep 12, 2025
  • Stylized image of a person
    C. J.
    Video Associate
    Phone icon
    Mar 27, 2026
  • Stylized image of a person
    C. N.
    Operations Associate
    Phone icon
    United StatesMaryland
    Oct 22, 2024
  • Stylized image of a person
    E. S.
    Operations Associate
    Phone icon
    UNITED STATES
    Oct 22, 2024

Frequently Asked Questions

What is Potomac known for?

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Potomac was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 7373 Wisconsin Avenue Suite 750 Bethesda, Maryland 20814 United States; you can contact the main corporate office by phone at . Explore Potomac's company overview page for more information.

What is Potomac's most common email format?

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Potomac employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Potomac email formats with LeadIQ.

How many employees does Potomac have currently?

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Potomac has approximately 61 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Potomac's key employees and leadership?

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As of June 2026, Potomac's key employees include:

  • Ceo / Cio: M. K.
  • Chief Growth Officer: J. G.
  • Chief Operating Officer: W. G.
  • Chief Compliance Officer: J. S.
  • Office Manager - Assistant To Ceo: K. O.

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