Director of Operations
KAITLYN
HUMPHRIES
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LKSO
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.
April Fools’ Day
(2022)
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Drinks Well with Operations (E5)
Oops We Did It Again
Ops is back with another episode of Drinks Well with Operations to discuss our newly launched user interface for Union.
Drinks Well with Operations (E4)
Pain Points
Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily basis.
Operating Just Got a
Whole Lot Easier
For those who want to colossally change how to manage operations at your financial advisory company, pull up a chair.
Book Club (E5)
Blend Out
Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sofia.
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%