Director of Operations
KAITLYN
HUMPHRIES
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4
LKSO
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Drinks Well with Operations (E8)
What Sets Us Apart
Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart.
A Mile High and
an Inch Apart
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments.
Drinks Well with Operations (E7)
Customer Service
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
Drinks Well with Operations (E6)
Client Portal
Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor portal.
Kaitlyn Humphries is an operations guru who oversees the back office, billing, and trading for Potomac. She loves building lasting relationships with her team and the advisors they service. Also loves happy hour.
#MomLife #WheresMyWine
- SUSHI 88%
- TACOS 93%
- Charcuterie 79%
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@kaimarhum