OPS ASSOCIATE WEST REGION
KAYLA
MAHLER
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.
LEARN MORE
13
BAKER’S
DOZEN
Drinks Well with Operations (E1)
Growing an Ops Team
In this inaugural episode, we break down what our Operations team has done in the past twelve months, and how we did it.
Book Club (E3)
Creative Confidence
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
Book Club (E2)
Delivering Happiness
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…
Customer service: The most boring, and important,
aspect of your firm
In this guest column for Investment News, Manish Khatta discusses why boring old customer service is so important.
Check Yourself Before
You Wreck Yourself
The fastest growing companies use business intelligence to gain a growth advantage over their peers.
Death of a (Whole) Salesman
(Guest Column)
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%
- pixie dust 60%
- CAT FUR 75%
CONNECT WITH ME!
DM < EMAIL
@kayla-mahler