Chase D. Smith

Director Of Key Accounts at Potomac Fund Management, Inc.

Chase D. Smith is a finance professional with a Bachelor's Degree in Finance from the University of Michigan-Flint. Since April 2021, Chase has been working at Potomac Fund Management, Inc. in various roles, including Director of Key Accounts, Director of Internal Sales, and Internal Sales. Prior experience includes positions at FormulaFolios as Portfolio Account Manager, Back End Lead, and Advisor Support Specialist from December 2018 to April 2021. Additionally, Chase served as a Portfolio Analyst at 2MFinancial from June 2017 to December 2018 and gained retail experience as a Sales Associate at Macy's from September 2014 to December 2018. Chase began a career in finance with a Student Internship at New York Life Insurance Company in early 2017.

Location

Grand Rapids, 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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11-50

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