Annie Watson

Operations Associate at Potomac Fund Management, Inc.

Annie Watson is an experienced operations and administrative professional with a diverse background in client relationship management and support roles across various industries. Currently serving as an Operations Associate at Potomac Fund Management, Inc. since January 2023, Annie previously held positions such as Executive Assistant Office Manager at Performance on 2 Wheels, where responsibilities included managing the CEO's schedule and organizing events. Prior experience includes roles at Fidelity Investments as a Client Relationship Manager, DWS Group as an Investment Guideline Monitoring Analyst, and Bank of America Merrill Lynch as a Financial Solutions Advisor, where Annie excelled in building client relationships and providing tailored financial advice. Annie's foundational experience was strengthened through roles at Advent Software, Crunch Fitness, Christopher Newport University, Walt Disney World, and ServiceMaster, where strong communication and customer service skills were developed. Annie holds a Bachelor's degree in Political Science and Government from Christopher Newport University.

Location

Jacksonville, United States

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Potomac Fund Management, Inc.

Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. UNION TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. CONQUER RISK FUNDS The Conquer Risk funds are designed to tactically adjust their holdings to match the current market environment. Disclosure: http://bit.ly/2l3OvaL


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Employees

11-50

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