The Potomac Group
Description
Address: 3412 P St NW, Washington, DC 20007 Phone: (202) 905-0671: : : Place name: Website: Hours: : : : Category: Website: http://www.ptomac.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of THEPOTOMACGROUP Posting publicly on the Web Write a review Reviews Be the first to review
The Potomac Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Potomac Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Potomac Group Employees
Employee
Years
Job
Industry
Leo Rudd Leo Rudd's The Potomac Group Experience January 2000 - January 2005
Job President at Investment Advisor
Industry Investment Management
Experience
Leo Rudd Financial Planning January 2006 - Present
The Potomac Group January 2000 - January 2005
Pacific Life/Mutual Service Corporation 1996 - 2002
Skills
Estate Planning, Financial Advisory, Securities, Property & Casualty..., Asset Management, Alternative Investments, Strategic Planning, Private Equity, Mergers & Acquisitions, Hedge Funds, Due Diligence, Venture Capital, Real Estate Development
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Political Science
Leo Rudd Financial Planning January 2006 - Present
The Potomac Group January 2000 - January 2005
Pacific Life/Mutual Service Corporation 1996 - 2002
Skills
Estate Planning, Financial Advisory, Securities, Property & Casualty..., Asset Management, Alternative Investments, Strategic Planning, Private Equity, Mergers & Acquisitions, Hedge Funds, Due Diligence, Venture Capital, Real Estate Development
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Political Science
Thomas Joseph German Thomas Joseph German's The Potomac Group Experience October 1992 - September 1994
Job Internet Sales and Support
Industry Internet
Experience
GoDaddy April 2008 - December 2014
Affirmative Sales and Marketing August 2006 - February 2008
Core Mortgage Group January 2004 - August 2006
United Beverage October 2000 - November 2003
Co Sales January 1998 - April 2000
The Potomac Group October 1992 - September 1994
Medi Bill Systems August 1989 - October 1992
Skills
Domain Names, Domain Registration, Domain Management, Customer Service, Customer Satisfaction, Customer Retention, Customer Support, Internet, Web Hosting, E-commerce SEO, Visionary, Management, Sales Management, SEO, Call Center...
Education
Western International University 2009 — 2013
BS in Management, Management, Internet Marketing, Cum Laude
Glendale Community College 1985 — 1987
GoDaddy April 2008 - December 2014
Affirmative Sales and Marketing August 2006 - February 2008
Core Mortgage Group January 2004 - August 2006
United Beverage October 2000 - November 2003
Co Sales January 1998 - April 2000
The Potomac Group October 1992 - September 1994
Medi Bill Systems August 1989 - October 1992
Skills
Domain Names, Domain Registration, Domain Management, Customer Service, Customer Satisfaction, Customer Retention, Customer Support, Internet, Web Hosting, E-commerce SEO, Visionary, Management, Sales Management, SEO, Call Center...
Education
Western International University 2009 — 2013
BS in Management, Management, Internet Marketing, Cum Laude
Glendale Community College 1985 — 1987
Bob Rolfe Bob Rolfe's The Potomac Group Experience May 2000 - July 2001
Job CEO Medical Reimbursements of America Managing Partner West End Holdings, LLC
Industry Venture Capital & Private Equity
Experience
Medical Reimbursements of America, LLC October 2012 - Present
West End Holdings, LLC January 2011 - Present
MyOfficeProducts, Inc. January 2005 - January 2011
ProClaim July 2001 - December 2004
The Potomac Group May 2000 - July 2001
JC Bradford and Co July 1982 - May 2000
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
EMBA, Business
University of Alabama 1978 — 1982
BS, Business
Medical Reimbursements of America, LLC October 2012 - Present
West End Holdings, LLC January 2011 - Present
MyOfficeProducts, Inc. January 2005 - January 2011
ProClaim July 2001 - December 2004
The Potomac Group May 2000 - July 2001
JC Bradford and Co July 1982 - May 2000
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
EMBA, Business
University of Alabama 1978 — 1982
BS, Business
Larry Bell Larry Bell's The Potomac Group Experience 1997 - 1998
Job ADVISORS,LLC
Industry Financial Services
Experience
ADVISORS,LLC January 2001 - Present
Lynchval Systems Worldwide 2008 - 2009
Bisys 1998 - 2003
The Potomac Group 1997 - 1998
Shulman Rogers 1989 - 1997
Lerch Early 1979 - 1982
Bell,Bell & Bell 1975 - 1978
Bell,Bell & Bell 1975 - 1978
Skills
Employee Benefits, Estate Planning, Tax, Financial Planning, Insurance, Strategic Financial..., Executive Pay, ERISA, Pensions, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Tax-planning, Series 6, Financial Planners, Succession Planning, Mergers & Acquisitions, Financial Advisory, Buy-sell Agreements, Disability Insurance, Defined Benefit, Trusts, Financial Services, 401k, Finance, Wealth, Wealth Management, Business Planning, Strategy, Term Life Insurance, Investments, Series 63, Securities, Mutual Funds, Corporate Governance
Education
Georgetown University Law Center 1976 — 1978
LTM, TAX
The Catholic University of America, Columbus School of Law 1972 — 1974
JD, Law
Kenyon College 1966 — 1971
AB, Political Science
ADVISORS,LLC January 2001 - Present
Lynchval Systems Worldwide 2008 - 2009
Bisys 1998 - 2003
The Potomac Group 1997 - 1998
Shulman Rogers 1989 - 1997
Lerch Early 1979 - 1982
Bell,Bell & Bell 1975 - 1978
Bell,Bell & Bell 1975 - 1978
Skills
Employee Benefits, Estate Planning, Tax, Financial Planning, Insurance, Strategic Financial..., Executive Pay, ERISA, Pensions, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Tax-planning, Series 6, Financial Planners, Succession Planning, Mergers & Acquisitions, Financial Advisory, Buy-sell Agreements, Disability Insurance, Defined Benefit, Trusts, Financial Services, 401k, Finance, Wealth, Wealth Management, Business Planning, Strategy, Term Life Insurance, Investments, Series 63, Securities, Mutual Funds, Corporate Governance
Education
Georgetown University Law Center 1976 — 1978
LTM, TAX
The Catholic University of America, Columbus School of Law 1972 — 1974
JD, Law
Kenyon College 1966 — 1971
AB, Political Science
Russ Fletcher Russ Fletcher's The Potomac Group Experience 2002 - 2005
Job CEO at Xyngular Corporation
Industry Health, Wellness and Fitness
Experience
Xyngular Corporation July 2014 - Present
Xyngular Corporation November 2011 - Present
Harvard University January 2012 - June 2014
DavisBase, LLC August 2009 - June 2014
ASEA, LLC November 2010 - October 2011
XanGo January 2006 - June 2009
Escrow Bank, USA 2003 - 2008
The Potomac Group 2002 - 2005
The Avistar Group 1999 - 2002
Nu Skin Enterprises 1997 - 1999
Skills
Agile Methodologies, Team Building, Program Management, Project Management, Process Improvement, Agile Project Management, Cross-functional Team..., Business Analysis, Product Management, Software Development, Software Project..., Team Leadership, Scrum, Coaching, Entrepreneurship, Leadership, SDLC, Strategic Planning, Product Development, SQL, Microsoft SQL Server, Integration, IT Management, Business Intelligence, Training, Business Strategy, Management, Strategy, PMP, Visio, Vendor Management, Business Development, Business Process..., IT Strategy, Start-ups, E-commerce, Testing, Quality Assurance, Requirements Analysis, SaaS, Change Management, Enterprise Software, PMO, Requirements Gathering, Cloud Computing, Certified Scrum Master..., Executive Management, Project Portfolio..., Consulting
Education
Massachusetts Institute of Technology 1983 — 1989
BS, Mechanical Engineering
Brigham Young University 1997 — 1999
MBA
Xyngular Corporation July 2014 - Present
Xyngular Corporation November 2011 - Present
Harvard University January 2012 - June 2014
DavisBase, LLC August 2009 - June 2014
ASEA, LLC November 2010 - October 2011
XanGo January 2006 - June 2009
Escrow Bank, USA 2003 - 2008
The Potomac Group 2002 - 2005
The Avistar Group 1999 - 2002
Nu Skin Enterprises 1997 - 1999
Skills
Agile Methodologies, Team Building, Program Management, Project Management, Process Improvement, Agile Project Management, Cross-functional Team..., Business Analysis, Product Management, Software Development, Software Project..., Team Leadership, Scrum, Coaching, Entrepreneurship, Leadership, SDLC, Strategic Planning, Product Development, SQL, Microsoft SQL Server, Integration, IT Management, Business Intelligence, Training, Business Strategy, Management, Strategy, PMP, Visio, Vendor Management, Business Development, Business Process..., IT Strategy, Start-ups, E-commerce, Testing, Quality Assurance, Requirements Analysis, SaaS, Change Management, Enterprise Software, PMO, Requirements Gathering, Cloud Computing, Certified Scrum Master..., Executive Management, Project Portfolio..., Consulting
Education
Massachusetts Institute of Technology 1983 — 1989
BS, Mechanical Engineering
Brigham Young University 1997 — 1999
MBA
Heidi Coker Heidi Coker's The Potomac Group Experience 1995 - 1997
Job Virtual Assistant and owner of Virtual Works NC
Industry Management Consulting
Experience
Virtual Works NC June 2015 - Present
Grace & Glory Goods, LLC 2015 - 2015
Columbia Sportswear April 2010 - June 2014
Nordstrom 2002 - 2005
ShapeRite Concepts, Ltd 1996 - 2001
The Potomac Group 1995 - 1997
Associated Western Univesities 1990 - 1995
Skills
Time-efficient, Customer Experience, Tech-savvy, Bookkeeping, Administrative..., Administration, Social Media Marketing, Management, Small Business, Customer Service
Education
Salt Lake Community College
Virtual Works NC June 2015 - Present
Grace & Glory Goods, LLC 2015 - 2015
Columbia Sportswear April 2010 - June 2014
Nordstrom 2002 - 2005
ShapeRite Concepts, Ltd 1996 - 2001
The Potomac Group 1995 - 1997
Associated Western Univesities 1990 - 1995
Skills
Time-efficient, Customer Experience, Tech-savvy, Bookkeeping, Administrative..., Administration, Social Media Marketing, Management, Small Business, Customer Service
Education
Salt Lake Community College
Christy Fernando Christy Fernando's The Potomac Group Experience January 1996 - August 1998
Job Territory Manager at Ashfield Healthcare
Industry Pharmaceuticals
Experience
Fur Ever Friends September 2002 - October 2013
Novartis Pharmaceuticals Corporation August 1998 - July 2000
The Potomac Group January 1996 - August 1998
Enterprise Leasing January 1994 - January 1996
Skills
Sales Operations, Sales, Training, Marketing, Management, Start-ups, Customer Retention, Online Marketing, Customer Service, Selling Skills, Hospitals, Pharmaceutical Industry, Strategic Planning, Sales Management
Education
University of Central Missouri
Bachelor of Science, Business Administration – Management
Fur Ever Friends September 2002 - October 2013
Novartis Pharmaceuticals Corporation August 1998 - July 2000
The Potomac Group January 1996 - August 1998
Enterprise Leasing January 1994 - January 1996
Skills
Sales Operations, Sales, Training, Marketing, Management, Start-ups, Customer Retention, Online Marketing, Customer Service, Selling Skills, Hospitals, Pharmaceutical Industry, Strategic Planning, Sales Management
Education
University of Central Missouri
Bachelor of Science, Business Administration – Management
Michael Amoia, JD, LLM(Tax)'s The Potomac Group Experience May 1995 - Present
Job SVP, Advanced Sales and Life Product Management at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Insurance Life Insurance Services March 2005 - Present
The Potomac Group May 1995 - Present
Skills
Insurance, Retirement, Wealth Management, Retirement Planning, Estate Planning, Fixed Annuities, Sales, Life Insurance, Underwriting, Long-term Care
Education
Georgetown University Law Center 2007 — 2011
LL.M., Tax
University of Baltimore School of Law 2002 — 2005
JD, Law
Crump Insurance Life Insurance Services March 2005 - Present
The Potomac Group May 1995 - Present
Skills
Insurance, Retirement, Wealth Management, Retirement Planning, Estate Planning, Fixed Annuities, Sales, Life Insurance, Underwriting, Long-term Care
Education
Georgetown University Law Center 2007 — 2011
LL.M., Tax
University of Baltimore School of Law 2002 — 2005
JD, Law
Meredith Garcia-Tunon's The Potomac Group Experience June 2008 - March 2010
Job Advanced Sales Consultant at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services March 2014 - Present
Crump Life Insurance Services March 2010 - March 2014
The Potomac Group June 2008 - March 2010
The Potomac Group February 2008 - June 2008
The Potomac Group January 2004 - February 2008
Skills
Insurance, Life Insurance, Customer Service, Retirement, Universal Life, Training, Microsoft Office, Whole Life, Term Life Insurance, Management, Sales, Brokers, Events Coordination, Marketing, Copy Editing
Education
Bowdoin College 1999 — 2003
A.B., Government and Legal Studies
Our Lady of Good Counsel High School 1995 — 1999
Crump Life Insurance Services March 2014 - Present
Crump Life Insurance Services March 2010 - March 2014
The Potomac Group June 2008 - March 2010
The Potomac Group February 2008 - June 2008
The Potomac Group January 2004 - February 2008
Skills
Insurance, Life Insurance, Customer Service, Retirement, Universal Life, Training, Microsoft Office, Whole Life, Term Life Insurance, Management, Sales, Brokers, Events Coordination, Marketing, Copy Editing
Education
Bowdoin College 1999 — 2003
A.B., Government and Legal Studies
Our Lady of Good Counsel High School 1995 — 1999
Monica Diggs's The Potomac Group Experience 2005 - 2007
Job Program Specialist at NIH
Industry Government Administration
Experience
NIH September 2011 - Present
Lockheed Martin at NIH OD/OMA March 2009 - September 2011
Raymond James Financial January 2008 - January 2009
The Potomac Group 2005 - 2007
VPI (Vinyl Film and Plastics, Inc) 1997 - 2000
Skills
Microsoft Office, Data Analysis, Program Management, PowerPoint, Proposal Writing, Microsoft Excel, Public Speaking, Customer Service, Analysis, Outlook, SharePoint, Microsoft Word, Non-profits, Government
Education
University of Maryland Baltimore County
Bachelor of Arts (BA), Information Systems, Business Administration
Salisbury State University 1990 — 1996
Frederick High School
NIH September 2011 - Present
Lockheed Martin at NIH OD/OMA March 2009 - September 2011
Raymond James Financial January 2008 - January 2009
The Potomac Group 2005 - 2007
VPI (Vinyl Film and Plastics, Inc) 1997 - 2000
Skills
Microsoft Office, Data Analysis, Program Management, PowerPoint, Proposal Writing, Microsoft Excel, Public Speaking, Customer Service, Analysis, Outlook, SharePoint, Microsoft Word, Non-profits, Government
Education
University of Maryland Baltimore County
Bachelor of Arts (BA), Information Systems, Business Administration
Salisbury State University 1990 — 1996
Frederick High School
Steve Kroeger's The Potomac Group Experience 2004 - August 2011
Job Senior Director, Advanced Sales at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services April 2008 - Present
The Potomac Group 2004 - August 2011
Skills
Life Insurance, Fixed Annuities, Universal Life, Underwriting, Series 6, Long Term Care Insurance, Whole Life, Health Insurance, Financial Services, Financial Advisory, Employee Benefits, Sales, Risk Management, Series 63, Marketing, Brokers, Relationship Management, Finance
Education
Penn State University 1978 — 1984
BA, MBA, Economics, Finance
Crump Life Insurance Services April 2008 - Present
The Potomac Group 2004 - August 2011
Skills
Life Insurance, Fixed Annuities, Universal Life, Underwriting, Series 6, Long Term Care Insurance, Whole Life, Health Insurance, Financial Services, Financial Advisory, Employee Benefits, Sales, Risk Management, Series 63, Marketing, Brokers, Relationship Management, Finance
Education
Penn State University 1978 — 1984
BA, MBA, Economics, Finance