Potomac Research Group
Industry: Company
DescriptionFounded: 2008 Parent organization: Research Edge
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Potomac Research Group Employees
Precipio Health Strategies September 2014 - Present
ADVI Advisors January 2013 - August 2014
Potomac Research Group July 2012 - December 2012
Potomac Research Group February 2012 - July 2012
Potomac Research Group February 2011 - February 2012
Cambridge Associates September 2010 - February 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Revenue Analysis, Revenue Forecasting, Revenue Streams, Marketing Strategy, Market Sizing, Strategic Planning, Business Strategy, Sales, Sales Management, Analysis, Business Development
Education
Kenyon College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Universidad de Costa Rica 2009 — 2009
KIPP DC January 2015 - Present
Potomac Research Group June 2013 - January 2015
Potomac Research Group September 2011 - June 2013
Deloitte Financial Advisory Services LLP January 2011 - September 2011
Reznick Group September 2008 - December 2010
Touch America, Inc May 2007 - September 2007
National Fire Protection Association September 2003 - January 2007
Skills
Auditing, Financial Reporting, Accounting, SEC filings, General Ledger, Internal Controls, Financial Accounting, GAAP, Tax, Financial Statements, CPA, US GAAP, Financial Analysis, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Revenue Recognition, Fixed Assets, Variance Analysis, Tax Preparation, Cash Flow, Due Diligence, Budgets, Analysis, Finance
Education
Elon University 2004 — 2008
Accounting, Accounting
Elon University 2004 — 2008
Bachelor of Science, Accounting
Potomac Research Group July 2012 - Present
Washington Research Group 2004 - 2012
Blaylock & Partners 2002 - 2004
Lehman Brothers 2000 - 2002
Skills
FINRA Series 7 & 63
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor's Degree, Agricultural Economics
Business Roundtable January 2014 - September 2015
Business Roundtable April 2012 - December 2013
Potomac Research Group November 2010 - May 2012
WashingtonGuardian January 2010 - November 2010
The Washington Times February 2009 - December 2009
Skills
Public Affairs, Strategic Communications, Research, Energy, Spokesperson, Management, Politics, Ap Style, Social Media, Media Relations, Program Management, Public Relations, Environmental Policy, Crisis Communications, Journalism, Press Releases, Analysis, Energy Policy
Education
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Journalism
Jack Morton Worldwide May 2015 - Present
Potomac Research Group May 2014 - July 2014
Dedham Country & Polo Club June 2011 - August 2013
Mass Premier Soccer/Global Premier Soccer March 2012 - June 2012
Hirshberg Dental Associates June 2009 - August 2009
Skills
Microsoft Office, Marketing, Prospecting New Clients, Spanish, Event Planning, Salesforce.com, Fundraising, Editing, Coaching, Volunteer Management, Community Organizing
Education
Georgetown University 2012 — 2016
Government major, Spanish and Economics minor, Senior
University of Buenos Aires
Spanish, Government, Junior
Noble and Greenough School 2008 — 2012
Guam Resources Recovery Partners 2011 - Present
Potomac Research Group 2010 - Present
Various Defense Companies 2010 - Present
Cost Assessment and Program Evaluation, Office of SecDef 2007 - 2010
US Marine Corps 2004 - 2007
US Pacific Command 2002 - 2004
Marine Forces Command 2000 - 2002
Skills
Military Operations, DoD, Military, National Security, Command
Education
University of Goettingen 1978 — 1980
Political Science
Duke University 1969 — 1972
A.B, History
Potomac Research Group January 2015 - Present
Jan Schakowsky for Congress September 2014 - November 2014
United States Senate June 2014 - August 2014
University of Michigan School of Public Health June 2013 - August 2013
Vanderbilt University Medical Center June 2012 - August 2012
GlobeMed February 2012 - May 2012
Strategic Wealth Partners, LLC May 2011 - December 2011
Skills
Critical Thinking, Facebook, Community Development, Community Outreach, PowerPoint, Microsoft Excel, Research, Microsoft Office, Public Speaking, Healthcare, Microsoft Word, Customer Service, Teamwork, Twitter, Tumblr, Program Development, Health Education, Experience Working with..., Consulting, Strategic Leadership, Legislative Relations, Psychology, Health Policy, Political Campaigns, Salesforce.com, ExactTarget, Data Analysis
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Medicine, Health, and Society; Psychology
Tel Aviv University 2013 — 2014
Study Abroad
Highland Park High School 2006 — 2010
Georgetown University Emergency Medical Response Service Training
Emergency Medical Technician
Potomac Research Group March 2013 - Present
The Mandi Schwartz Foundation September 2011 - Present
BlackRock September 2012 - March 2013
Skills
Fundraising, Marketing Strategy, Public Speaking, Entrepreneurship, Nonprofits, Non-profits, Community Outreach, Grassroots Organizing, Event Planning, Volunteer Management, Social Media, Blogging, Editing, Microsoft Excel, Outdoor Recreation, Instagram, Marketing, Data Analysis, Microsoft Word, PowerPoint
Education
Yale University 2008 — 2012
Bachelor of Arts (BA), American Studies
Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program
The Hotchkiss School 2004 — 2008
Potomac Research Group January 2015 - Present
Healthsperien LLC March 2013 - December 2014
Coalition to Transform Advanced Care January 2013 - January 2014
Urban Swirski and Associates January 2012 - March 2013
Urban Swirski and Associates January 2011 - January 2012
Coalition to Transform Advanced Care September 2010 - December 2010
Chambers of the Honorable Virginia Crandall June 2010 - August 2010
U.S. House of Representatives November 2009 - April 2010
Skills
Public Policy, Legislative Relations, Policy Analysis, Legislation, Coalitions, Grassroots Organizing, Political Campaigns, Legislative Research, Politics, Political Consulting, Public Affairs, Political Science, Political Communication, Government, Policy
Education
American University
Bachelor of Arts (B.A.), Political Science and Government
Strategas Research Partners August 2014 - Present
Potomac Research Group January 2012 - March 2014
MF Global November 2010 - November 2011
Washington Research Group January 2004 - October 2010
Neuberger Berman March 2001 - December 2003
Skills
Equities, Institutional Equity..., DC Policy / Macro..., Leadership, Supervisory /..., New Business Development, Writing, Strong Marketing Skills, Management, Portfolio Management, Investments, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Asset Management, Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Double Major: Economics & Marketing
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Rumson Fair Haven Regional High School 1980 — 1984
Potomac Research Group June 2013 - Present
Potomac Research Group February 2010 - June 2013
National Journal Group April 2009 - January 2010
The White House August 2007 - January 2009
The White House May 2007 - August 2007
The White House May 2005 - May 2007
Education
Georgetown University 2003 — 2007
Bachelor of Arts (BA), Government
Villa Walsh Academy
Fidelity Investments April 1995 - June 2015
Thomson Course Technology September 2002 - September 2003
Ziff-Davis Education September 1996 - August 1998
Putnam Investments April 1997 - November 1997
SEI June 1996 - November 1996
Fleet Bank March 1996 - May 1996
Federal Products January 1991 - December 1994
Potomac Research Group February 1989 - July 1991
Vanguard Technologies July 1987 - February 1989
Electronic Data Systems September 1985 - July 1987
Skills
Instructor-led Training, E-Learning, Captivate, Software Documentation, Instructional Design, Curriculum Design, Project Management, Technical Writing, Training Needs Analysis
Education
Purchase College, SUNY
Bachelor Fine Arts, Music Performance
Precipio Health Strategies September 2014 - Present
ADVI Advisors January 2013 - August 2014
Potomac Research Group 2009 - 2012
Washington Research Group 2005 - 2009
Centers for Medicare & Medicaid Services 2000 - 2005
Maryland Insurance Administration 1998 - 2000
State of Maryland Office of the Attorney General 1997 - 1998
FDA Center for Drug Evaluation and Research 1996 - 1997
Skills
Managed Care, Policy, Strategic Planning, Policy Analysis, Medicare, Public Policy, Health Policy, Healthcare, Healthcare Information..., Medicaid, Healthcare Consulting, Public Health
Education
Conwell Egan
Temple University
University of Maryland Baltimore County
Evolent Health July 2015 - Present
Evolent Health July 2014 - Present
Evolent Health June 2013 - June 2014
US Department of Health and Human Services January 2013 - April 2013
Potomac Research Group October 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Congressman Robert E. Andrews January 2012 - April 2012
White House Office of Presidential Correspondence May 2011 - December 2011
Morgan Stanley 2011 - 2011
Knight Capital Group June 2010 - August 2010
Skills
Health Policy, Microsoft Excel, Healthcare, Management, Budgets, Communication, Policy, Writing, SQL, Business Strategy, Data Analysis, Financial Analysis, Innovation Development
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS)
The Pingry School 2003 — 2009
High School Diploma
Deloitte March 2013 - Present
Accenture May 2012 - March 2013
Accenture January 2011 - April 2012
American University September 2010 - May 2011
Accenture June 2010 - August 2010
Potomac Research Group October 2009 - June 2010
Louisiana Superdome and New Orleans Arena January 2009 - May 2009
Energy Efficiency Experts May 2008 - August 2008
Market Dynamics Research Group July 2007 - August 2007
Skills
Data Analysis, Research, Market Research, Marketing, Leadership, Public Speaking, Analysis, Non-profits, Event Planning, Strategic Planning, Media Relations
Education
American University - Kogod School of Business 2009 — 2011
MBA, Consulting
Loyola University New Orleans 2005 — 2009
BBA, Marketing and English Literature
Craig-Hallum Capital Group January 2014 - Present
Potomac Research Group January 2013 - January 2014
Ned Davis Research, Inc. September 2009 - December 2012
ThinkEquity LLC 2001 - August 2009
Skills
Equities, Equity Research, Hedge Funds, Series 7, Investments, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets, Series 63, Investment Banking, Financial Modeling, Equity Trading, Institutional Sales, Valuation, ETFs, Private Equity, Asset Management, Corporate Finance
Education
Drake University 1997 — 2001
BS, Finance, Economics
Williams & Connolly LLP October 2013 - Present
U.S. Court of Appeals for the Third Circuit September 2012 - August 2013
U.S. District Court for the Eastern District of Pennsylvania August 2011 - August 2012
WilmerHale LLP June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Potomac Research Group May 2008 - August 2008
Joint Economic Committee August 2007 - May 2008
US-Israel Fulbright Commission August 2006 - June 2007
Education
Yale Law School 2008 — 2011
JD, Law
Duke University 2002 — 2006
B.A., Political Science
Westfield High School 1999 — 2002
American Academy of Physician Assistants October 2011 - Present
Potomac Research Group 2011 - 2011
National Academy of Public Administration 2007 - 2010
The World Bank 2005 - 2007
US Department of Transportation (DOT) 2001 - 2005
The National Health Museum 1998 - 2001
American Red Cross 1991 - 1998
U.S. Department of Labor 1989 - 1991
Martin Marietta Materials 1987 - 1988
US Department of Transportation (DOT) 1983 - 1987
Skills
Non-profits, Government, Public Policy, Government Relations, Policy Analysis
Education
University of Connecticut 1975 — 1977
M.P.A., public administration
Oregon State University 1970 — 1973
Journalism
Potomac Research Group December 2014 - Present
Society for Neuroscience June 2014 - January 2015
NTCA–The Rural Broadband Association June 2011 - May 2014
Arena Stage October 2009 - June 2011
Rosetta Stone May 2007 - July 2009
Skills
Accounting, Leadership, Microsoft Excel, Finance, Management, Microsoft Office, Managerial Finance, Collaboration, Innovation, Multi-state Payroll..., Payroll, Investments, Interpersonal Leadership, Nonprofits, Budgets, Strategic Planning, Financial Analysis, Financial Reporting, Process Improvement, Analysis, General Ledger, Auditing, Financial Statements, Cash Flow Management, Variance Analysis, Internal Controls
Education
James Madison University
BBA, Finance
Potomac Research Group 2014 - Present
Capstone LLC 2013 - 2013
Potomac Research Group 2009 - 2013
Stanford Group Company 2004 - 2009
Schwab Soundview Capital Markets 2002 - 2004
ABN AMRO 2000 - 2002
Putnam Investments 1996 - 2000
Skills
Equities, Series 7, Capital Markets, Macro, Regulatory Analysis, Series 24, Series 65, Institutional Sales, New Business Development, Series 63, Series 6, Technical Analysis, Private Equity, Due Diligence, Asset Management, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
MBA, Finance
Boston College 1986 — 1990
BA, History
Noble and Greenough School
Latham & Watkins October 2013 - Present
Federal Reserve Bank of Atlanta May 2012 - August 2012
Duke University September 2011 - January 2012
Jaffe & Berlin, LLC June 2011 - August 2011
Sanford School of Public Policy 2008 - 2010
Potomac Research Group June 2008 - August 2008
John McCain 2008 June 2007 - August 2007
Skills
Due Diligence, Corporate Law, Mergers, Legal Research, Research, Business Strategy, Legal Writing, Corporate Finance, Strategic Planning, Banking Law, Bank Mergers, Enforcement Actions, Securities Regulation, Structured Finance, Venture Capital, Bankruptcy, Reverse Mergers, Joint Ventures, Legal Documents, Drafting Agreements, Transactional Law, Mergers & Acquisitions, International Law
Education
Duke University School of Law 2011 — 2013
J.D., Law
Northwestern University School of Law 2010 — 2011
J.D., Law
Duke University 2006 — 2010
A.B. with Distinction, Cum Laude, Public Policy Studies
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Rye YMCA September 2012 - Present
Potomac Research Group April 2010 - April 2011
Aquatics Upper County Outdoor Pool January 2006 - January 2010
Aquatics Upper County Outdoor Pool January 2005 - January 2010
Aquatics Upper County Outdoor Pool January 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Wellness, Customer Service, Microsoft Word, PowerPoint, Fitness, Social Media, Strategic Planning, Coaching, Public Speaking
Education
Brandeis University 2008 — 2012
Bachelor of Arts, American Studies
Gaithersburg High School
Potomac Research Group May 2013 - Present
U.S. Chamber of Commerce June 2012 - September 2012
Skills
Equity Research, Primary Research, Competitive Analysis, Quantitative Research, Policy Analysis, Research, International Relations, Social Media, PowerPoint, Event Planning, Policy, Data Analysis, Editing, Analysis, Politics, Public Policy
Education
Tufts University
International Relations, Security Policy