Director of Operations
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Dr. Martin Zweig had 17 rules that he developed during his illustrious tenure as a money manager. “Don’t Fight the Fed” is easily his most famous.
No one knows for sure if the “times they are a-changin’,” but that Bob Dylan line came to mind when I looked at the chart…
A guide to podcasting gear for financial advisors, curated from the successes (and failures) of the producers of the Conquer Risk Podcast.
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
I’ve seen too many advisors not appreciate the importance of their brand. Your visual identity, and more importantly your story, matters.
Kaitlyn oversees the back office, trading, and billing for Potomac. She has a passion for creating efficient solutions for both her team and the advisors they service. Kaitlyn believes in the power of exceptional service and aims at raising the bar.
Enjoyer of yoga, interior design, audiobooks, the water, and lists.
- SUSHI 88% 88%
- TACOS 93% 93%
- Charcuterie 79% 79%
CONNECT WITH ME!
DM < EMAIL