Operations Associate
Annie Watson
Operations Associate
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
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…
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