Internal Sales
Northeast Region
Deep Singh
Internal Sales
Northeast Region
Deep Singh
Passionate sports enthusiast who enjoys playing basketball recreationally and watching both football and basketball.
LEARN MORE
7
trips to the Caribbean
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
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.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
Deep is an avid Ohio State Buckeyes fan, having attended THE Ohio State University for college. His love for the beach has taken him to the Caribbean seven times—and counting.
As an Internal Wholesaler, Deep serves as a vital liaison between financial advisors and investment solutions, providing expert support, insights, and strategic sales assistance.
- Cars 99%
- Coffee 80%
- Skydiving (firmly planted on the ground, thanks) 0%
CONNECT WITH ME!
Book a Meeting
@deep-singh