Potomac Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.

At Potomac, we believe financial success goes beyond just hitting a target decades from now; it's about feeling secure and confident along the way.

Let's conquer risk together.

Disclosure: https://potomac.com/disclsoures

Find Potomac employees' phone numbers or email addresses

Potomac Global Highlights

Location
Employees

North America
55

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  • United States Of America
    55

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
    D. R.
    Co-Chief Investment 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

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
    P. W.
    External Sales
    Phone icon
    United StatesTennessee
    Mar 13, 2026
  • Stylized image of a person
    S. P.
    Trading Associate
    Phone icon
    United StatesMaryland
    Nov 14, 2025
  • Stylized image of a person
    T. O.
    External Sales
    Phone icon
    United StatesArizona
    Mar 13, 2026
  • Stylized image of a person
    W. W.
    Internal Sales
    Phone icon
    United States
    Mar 24, 2026
  • Stylized image of a person
    W. M.
    Internal Sales
    Phone icon
    United StatesMontana
    Dec 02, 2025
  • Stylized image of a person
    A. W.
    Tamp Solutions Associate
    Phone icon
    United StatesFlorida
    Oct 24, 2025
  • Stylized image of a person
    S. H.
    Design Associate
    Phone icon
    United StatesDistrict of Columbia
    Dec 02, 2025
  • Stylized image of a person
    R. C.
    Internal Sales
    Phone icon
    United StatesMaryland
    Sep 12, 2025
  • Stylized image of a person
    B. D.
    Internal Wholesaler
    Phone icon
    United StatesDistrict of Columbia
    May 02, 2025
  • Stylized image of a person
    C. N.
    Operations Associate
    Phone icon
    United StatesMaryland
    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 52 employees as of March 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 March 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.
  • Co-Chief Investment Officer: D. R.

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