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© All Rights Reserved. ApplyBlast.com
Potomac
The External Wholesaler at Potomac is responsible for supporting and expanding the company's tactical investment strategies and mutual fund offerings within the Mid-Atlantic region. The role involves building relationships with financial advisors, providing tailored investment solutions, and meeting sales goals through face-to-face meetings and strategic territory management.
Headquarters
Bethesda, Maryland, United States
Company Size
11-50 employees
Founded
1987
Potomac is an investment management firm that offers investment strategies, pooled funds, and a Turnkey Asset Management Platform (TAMP Union) for advisers and institutional clients. Its products and model portfolios are marketed around outcome-driven risk management, summarized by the tagline "Built to Conquer Risk®." Potomac combines portfolio construction, risk controls, and operational support to help financial advisors implement and manage client portfolios.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Potomac.