OPS ASSOCIATE WEST REGION
A home chef and baker, if you can’t find Kayla cooking up a storm in the kitchen, you’ll find her outside hiking and swimming.
In this inaugural episode, we break down what our Operations team has done in the past twelve months, and how we did it.
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share…
In this guest column for Investment News, Manish Khatta discusses why boring old customer service is so important.
The fastest growing companies use business intelligence to gain a growth advantage over their peers.
This was an age before (the industry had fully adopted) the internet, when the local wholesaler reigned supreme.
Kayla Mahler is dedicated to providing the highest level of customer service to all Potomac’s advisors. She currently serves as an associate on the west coast.
Microsoft Excel Superhero.
- WATER 90% 90%
- pixie dust 60% 60%
- CAT FUR 75% 75%
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