Colette Beaumont

Colette Beaumont is an accomplished professional in the financial services industry with extensive experience in sales, investment management, and client servicing. Currently serving as an Internal Sales representative at Potomac Fund Management, Inc. since February 2024, Colette focuses on delivering top-tier risk management solutions for independent financial advisors. Prior to this role, Colette was the Chief Investment Officer at Midwest Legacy Group, LLC, where contributions included enhancing investment sourcing and operational efficiencies. Colette's earlier positions include Business Development Consultant at AssetMark and AVP, Regional Director of Custody Services at Millennium Trust Company, along with a significant tenure at First Trust as Vice President of Structured Products. Colette began a career at Calamos Investments as Regional Director, honing skills in sales and marketing functions. Education was attained at the University of Illinois Chicago.