Ops Associate West Region
Annie
Watson
Lover of the outdoors and anything on the water. Annie enjoys going on adventures with her family, and spending time with her dogs.
LEARN MORE
64
Puppies
raised
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
What Does it Mean
to be Extended?
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.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Having experience within multiple roles in the RIA structure, Annie has found her passion to be on the Operations side with a passion for advisor experience and client relationships.
- Fishing 98%
- Jet Skiing 83%
- Dog Mom Extraordinaire 100%
CONNECT WITH ME!
DM < EMAIL
@anniewatson