Potomac Financial Group Employee Directory

Potomac Financial Group corporate office is located in 4061 Powder Mill Rd Ste 705, Calverton, Maryland, 20705, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Finance

3

Sales

1

C-Suite

1

Key Employees of Potomac Financial Group

  • SL
    United States flag for contact location.
    Sara Lempa

    Manager, Client Services

    PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail

Potomac Financial Group Global Presence

globalPresence illustration
North America1-10
Europe1-10

Index of contact profiles from Potomac Financial Group

Hundreds of professionals searching for Potomac Financial Group have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Potomac Financial Group

Explore people who held key positions, contributed to Potomac Financial Group's success, and advanced their careers.

  1. Senior Account Manager at Truelio

    Worked as Office Manager and Marketing Coordinator

    at Potomac Financial Group (2019-2024)

    email Sara Westrick Email direct Sara Westrick Direct
  2. Sales Development Repr... at SchoolStatus

    Worked as Intern

    at Potomac Financial Group (2016-2017)

    email Ashley Wilkinson Email direct Ashley Wilkinson Direct

Explore More

People from Similar Companies in the Finance Industry Located in Maryland, United States

Frequently Asked Questions Regarding Potomac Financial Group Employees

How many employees does Potomac Financial Group have?
Potomac Financial Group has 1-10 employees
Who are Potomac Financial Group key employees?
Some of Potomac Financial Group key employees are Sara Lempa
Where is Potomac Financial Group located?
Potomac Financial Group’s headquarters are located at 4061 Powder Mill Rd Ste 705, Calverton, Maryland, 20705, United States
How do I contact Potomac Financial Group?
Potomac Financial Group Contact Info: Phone number: (301) 595-8600 Website: www.potomacfinancialgroup.com
What does Potomac Financial Group do?

Potomac Financial Group offers a comprehensive suite of financial services, including retirement planning, estate planning, education planning, insurance planning, investment management, and small business planning. They aim to provide personalized financial strategies that adapt to clients' immediate and long-term goals, fostering financial indepe... ndence and well-being. The company focuses on a thorough wealth management planning process to optimize all aspects of clients' financial lives. Their risk management approach involves assessing individual risk tolerance to enhance investment success and ensure productive client interactions.Read More

Is Potomac Financial Group a public company?
Potomac Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Potomac Financial Group Employees

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.