Company

OUR TEAM

Jonathan Wilkenfeld

President

Dan Koerner

Senior Director

Michael Young

Senior Director

Adam Oakley

Senior Director

Graham Rich

Senior Manager

McCulloch Cline

Senior Manager

Cortney De La Rosa

Manager

John McCrossan

Manager

Kate Bell

Manager

Sheena Adams

Live Monitoring Manager

Charis Duenas

Live Monitoring Manager

Meredith Swartz

Sr. Design Specialist

Rieve Bule

Consultant

Jenni Heo

Consultant

Tanner Morris

Consultant

Nathan Troutman

Senior Associate

Peter Jacobsen

Associate

Taylor Wilson

Associate

Julia Tubridy

Associate

Shathya Mohammad

Operations Consultant

I enjoy helping clients work through the nuances of policies and procedures, and how those nuances effect their business operations.  I think of compliance as a day-to-day mindset that should feel real and relevant to our clients.

McCulloch Cline

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Senior Manager

McCulloch joined Potomac River Partners in 2018.  He supports auditing and monitoring activities, developing policies and procedures, and compliance training.  He also provides assistance with data visualization and dashboard development.

Before joining Potomac, McCulloch worked as a Research Consultant at the Lewin Group in Falls Church, VA.  While at Lewin, he worked on program evaluation, learning and diffusion, and data analysis projects for public and private healthcare payers.  McCulloch has a Bachelor of Arts from the University in Virginia in Cognitive Science with a minor in Economics.

When he’s not working, McCulloch enjoys going on hikes and exploring local parks with his dog, traveling, and exploring the DC restaurant scene.

In the stringent realm of life sciences, I strive to embody Potomac's core values to improve ethics and optimize compliance practices for our clients.

Peter Jacobsen

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Associate

Peter joined Potomac River Partners full-time in 2023. He provides support across all service lines with an initial focus on compliance news summaries, business development operations, and training and communications.

Before joining full-time, Peter interned for Potomac in the summer of 2022 where he focused on business development strategy and internal projects. Peter graduated from the University of Virginia in 2023 with a Bachelor of Arts in Economics.

In his free time, Peter enjoys golf, playing guitar, rooting for DC sports teams, and spending time with friends.

 

I am driven by finding better, smarter ways to do things.  Helping clients from global pharma companies to small biotechs solve complex problems is the best part of what I do.

Jonathan Wilkenfeld

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President

Jon has been consulting on compliance within the life sciences sector since 2002. A recognized pioneer in Aggregate Spend, Jon led the implementation of a top 5 global pharmaceutical firm’s first aggregate spend system. He advises Chief Compliance Officers, legal counsel and senior executives on a range of complex compliance issues such as Corporate Integrity Agreements and government sanctions, investigations, product launch preparation, risk assessments, operational policies/procedures development and Aggregate Spend and State Reporting.

Jon is an established compliance expert who has published articles in Rx Compliance Report, Pharmaceutical Executive, Life Science Compliance Update, and Compliance Today. He serves as a frequent speaker and moderator at industry conferences on a range of compliance issues. He has also served as faculty for the Seton Hall School of Law Healthcare Compliance Certificate Program.

Prior to launching Potomac, Jon worked as a Senior Manager at Polaris Management Partners where he established expertise in Aggregate Spend. Previously he was a Strategy Consultant for Accenture. Jon has an MBA in Finance and Entrepreneurship from the University of Chicago and a Bachelor of Arts in Economics from Cornell University.

Jon enjoys spending time with his family, keeping up with his fantasy baseball team (an excuse to watch as much baseball as possible) and doing puzzles. He is passionate about volunteering with Experience Camps, a non-profit that provides a summer camp experience to young people experiencing the loss of a loved one.

In the ever-changing domain of life sciences, compliance is paramount. The Potomac team's expertise and passion inspire me to deliver high-quality work to our clients to ensure resilient compliance programs.

Julia Tubridy

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Associate

Julia joined Potomac River Partners in 2024. She provides support across all service lines with an initial focus on compliance news summaries, policies and procedures, and retrospective monitoring.

Before joining full-time, Julia interned with Potomac in the summer of 2023 where she worked to strengthen the company’s search engine marketing and interactive training strategies. Prior to joining the Potomac team, Julia interned with the Commonwealth Cyber Initiative of Southwest Virginia, providing communications and technical writing services for the program. She was also an undergraduate researcher in a viral genetics lab studying mosquito-borne diseases. Julia graduated from Virginia Tech in 2023 with a Bachelor of Science in Biology.

In her free time, Julia enjoys running, practicing field hockey, and traveling with her family.


Compliance is more than setting rules and developing processes. Successful compliance professionals manage risk while working with business partners to achieve positive outcomes for the organization as a whole.

Adam Oakley

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Senior Director

Adam joined Potomac River Partners in 2011. Adam possesses a comprehensive compliance background and has lead broad a range of projects covering all Potomac service lines. Adam's recent projects include planning and implementing CIA obligations, creating documentation frameworks, developing policies and procedures (SOPs), revising of compliance manuals, and performing gap analyses. Adam also brings expertise to producing a broad spectrum of training courses and providing auditing services, which includes advising on corrective and preventative actions (CAPA). Additionally, Adam established the T&E monitoring protocol for a contract sales organization.

Prior to joining Potomac, Adam worked on the Communications & Compliance team at Flagstar Bancorp. At Flagstar, he worked with their third-party lending team to ensure communication of and compliance with government lending requirements. Adam received a Bachelor of Arts in Economics from the University of Michigan. In his personal time, Adam likes to travel, ski, cook, and root for the University of Michigan sports.

I am driven by the opportunity to help our clients develop and navigate policies more efficiently. It is rewarding to be able to make an impact with the help of my team. 

Jenni Heo

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Consultant

Jenni joined Potomac River Partners in 2022. She provides support across all Potomac River Partners service lines, with current focus on policies & procedures and transparency.

 

Prior to joining Potomac River Partners, Jenni worked on compliance and engagement at the University of Maryland Health Center. Jenni has a MPS in Industrial-Organizational Psychology from the University of Maryland and a BA in History from College of William and Mary.

 

In her spare time, Jenni enjoys running, traveling, and spending time with her loved ones.

Compliance is more than following regulations; it's a commitment to ethical practices. By adhering to core values and principles, Potomac assists life sciences companies with the highest level of trust and ethical responsibility.

Sheena Adams

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Live Monitoring Manager

Sheena joined Potomac River Partners in 2023 as a Field Consultant. She focuses on Potomac River Partners’ auditing and monitoring service lines, specifically conducting live monitoring activities in the US.

Prior to joining Potomac River Partners, Sheena worked as an Ethics and Compliance Operations Partner at UCB, Inc. and held roles in Transparency as well as Auditing and Monitoring. Sheena has a Master of Science in Pharmacy with a concentration in Pharmacoeconomics from the University of Florida and a Bachelor of Science in Biology from Georgia Southern University.

In her spare time, Sheena enjoys reformer pilates, traveling, and spending time with family and friends.

One of the most effective ways to ensure compliance is experiencing a day with your colleagues in the field. I’ve attended hundreds of speaker programs and conducted a multitude of ride-alongs; each opportunity provides valuable information to our clients on how to improve their compliance programs and tackle important concerns in the field.

Dan Koerner

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Senior Director

Dan joined Potomac River Partners in 2008. Dan possesses a wealth of compliance knowledge and provides expertise in pharmaceutical compliance documentation, customized training, and auditing & monitoring. Additionally, Dan has led numerous engagements of developing policies and procedures, conducting live and retrospective audits, and providing a wide range of compliance services to companies operating under Corporate Integrity Agreements. Prior to joining Potomac, Dan worked as a Consultant at Schering-Plough and Wyeth, Hoffmann-LaRoche, and Genzyme Biosurgery. Notably, Dan has been working in the Pharmaceutical industry since 1998 and has experience in a wide range of concentrations including Training, Auditing, Regulatory Affairs, Quality Assurance, Research & Development, Production, and Pharmacovigilance. Dan has a Bachelor of Science in Biology from Seton Hall University in South Orange, New Jersey. When Dan isn’t working you can usually find him spending time with his dog or watching the NY Mets and Jets. Dan also enjoys participating in challenging obstacle races and volunteering time working with animal rescues in the NYC area.

Strengthening compliance isn’t just about rules – it’s about empowerment. By nurturing core values, Potomac empowers life sciences companies to embrace trust and responsibility, crafting a compliance culture that’s not just a requirement but a way of thriving.

Charis Duenas

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Live Monitoring Manager

Charis joined Potomac River Partners in 2023. She supports the auditing and monitoring service line, with an emphasis on supporting and managing live monitoring activities.

Prior to Potomac, Charis gained knowledge and experience in healthcare compliance from her work with Myovant Sciences and Pharmacyclics where she helped facilitate and uphold internal compliance programs. Charis has a Bachelor of Science from San Jose State University and a Compliance Certification from Seton Hall University.

Outside the compliance realm, Charis enjoys being a tourist in her own city, relishing in wine culture and mini road trips.

 

 

 

 

Education is a key element in creating a strong foundation for an organization's Compliance program. I am passionate about helping clients develop effective learning tools to support a culture of compliance. 

Rachel Bunting

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Director

Rachel joined Potomac River Partners in 2019. Rachel’s compliance background includes experience in designing and delivering meaningful training for field-based teams, implementing transparency reporting and auditing programs, and managing complex investigations. Her experience working with Contract Sales Organizations has given Rachel insight into a wide range of pharmaceutical compliance organizations, allowing her to identify industry standards and best practices for compliance programs. In 2018, Rachel presented at CBI’s Annual Compliance Monitoring Congress on “Commercial Observations from a Compliance Monitor: Adding Value to a Commercial Team.”

Prior to joining Potomac, Rachel worked as a Compliance Investigator for Syneos Health, where she helped establish the Investigations department. Previously, she was the Compliance Director at Publicis Health. Rachel earned her Bachelor of Arts in English from Thomas Edison State University.

When she’s not working, Rachel enjoys spending time with her family, camping in the New Jersey Pine Barrens, writing poetry, and volunteering at a local wildlife rehabilitation hospital.

I enjoy helping clients at both big and small companies become more efficient through updating processes and using technology. It is rewarding to be able to make a direct bottom-line impact.

Graham Rich

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Senior Manager

Graham rejoined Potomac River Partners in 2021 after his time as a Potomac team member from 2013-2018. He possesses a comprehensive compliance background and brings invaluable expertise to our transparency, training, and monitoring services.

Graham has considerable experience assisting clients with global transparency requirements, systems implementation, gap and data analyses, and training course development covering a variety of topics. Additionally, Graham has extensive experience conducting live monitoring and retrospective auditing activities.

Prior to rejoining Potomac, Graham worked at PricewaterhouseCoopers supporting global pharmaceutical and device clients. Graham has a Bachelor of Arts in Economics from Wake Forest University in Winston-Salem, NC. In his spare time, Graham enjoys traveling with his family, playing golf, fishing, hiking, and rooting for the Demon Deacons.

I am dedicated to fostering success through innovative approaches and efficient project management. Whether working behind the scenes or at the forefront of a project, my greatest fulfillment comes from seeing that my efforts have positively impacted others.

Cortney De La Rosa

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Manager

Cortney joined Potomac in 2024 after a successful year of supporting Potomac’s Internal Operations and HR initiatives as an Independent Consultant. In addition to driving productivity and efficiency within Operations and HR, she looks forward to spearheading Potomac’s recruiting efforts, as well as supporting the Training & Communication and Auditing & Monitoring service lines.

Prior to joining Potomac, Cortney gained experience in the professional services space having spent 7 years at McKinsey and PwC before branching off as an Independent Consultant. Throughout her career, she gained knowledge in project management, operational efficiency, people operations, and retrospective auditing.

Cortney earned a Bachelor of Arts from the University of South Florida where she studied psychology and biomedical science. She lives in the Tampa Bay area with her husband and their three children. When she is not working, Cortney enjoys spending time watching her children excel in their hobbies including equestrian sports, baseball, and musical theater.

Creating an ethical culture in the life sciences industry requires a personal touch. Compliance provides the means and I provide the passion.

Rieve Bule

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Consultant

Rieve joined Potomac River Partners in 2021. He provides support across all Potomac service lines, with initial focus on training, communications, and Compliance News Summaries.

Prior to joining Potomac, Rieve supported content operations and analytics at Mytonomy, a digital health patient education start-up. Before that, he interned in the Ethics & Compliance Department at Novo Nordisk and on the Professional Engagement team at the American Diabetes Association. Rieve graduated from Georgetown University in 2019 with a Bachelor of Science in Healthcare Management and Policy.

In his free time, Rieve enjoys writing, improv comedy, and rooting for the Philadelphia Flyers.

Can your transparency program endure an internal audit? I enjoy helping our clients turn state and federal reporting obligations into programs that can pass further scrutiny.

Michael Young

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Senior Director

Michael joined Potomac River Partners in 2009. Michael provides a wide range of compliance services, primarily focused on aggregate spend and transparency initiatives. His experience in this area includes performing gap analyses; developing roadmaps, document requirements, and business positions; authoring employee and physician trainings and communications; and conducting data integrity audits to prepare clients for data submission. Recently, Michael has helped clients to manage upgrades and/or migration to new vendors, which involves full program assessments, test planning, and establishment of complete and proper documentation for potential future audits. Michael also brings an impressive amount of experience in creating compliance policies and procedures, conducting speaker program monitoring, developing content for various training courses, and crafting presentations for industry conferences.

Prior to joining Potomac, Michael worked as a Consultant at Ernst & Young in their Health Sciences Advisory Services practice. There, he provided on-site support to successful projects dealing with cash acceleration and revenue recovery as well as patient access re-design. Michael has a Bachelor of Arts in Economics from the University of Michigan. In his spare time, Michael fly-fishes, frequents nature trails with his dog Maurice and cheers for the Tennessee Titans, his hometown football team. Michael recently became involved in a local student mentorship program and also loves to travel.

Infusing design into our work transforms information into understanding. I not only help clients differentiate, but also make their communications simple, beautiful, relevant, and easy to use.

Meredith Swartz

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Design Specialist

Meredith joined Potomac River Partners in 2008. Meredith brings expertise in communications strategy and graphic design and leads our messaging, branding, and creative projects and services. While at Potomac, she has created visually appealing communications for nearly every client, helped bring compliance training programs to life, developed unique designs for codes of conduct and various compliance policies, and launched an engaging “brand story” for one client’s aggregate spend and transparency initiative. Prior to joining Potomac, Meredith showcased her design talents in a variety of industries, including healthcare, hospitality, retail, education, and nonprofit, while also leveraging her strategy experience to build brands, craft marketing campaigns, define user experiences, and develop corporate collateral programs. Meredith has an MBA in Marketing and Strategy from the University of Chicago and a Bachelor of Fine Arts in Graphic Design from the University of Michigan. In her spare time, Meredith enjoys travel, movies (good and bad), books (only good ones), quality family time, and unique dining adventures.

Potomac's values drive my determination to provide service of the highest quality. Our team takes pride in knowing that we have the tools to lead our clients towards success.

Chris Allen

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Senior Associate

Chris joined Potomac River Partners in 2022. He provides support across all service lines, with an initial focus on retrospective monitoring and transparency managed services.

Prior to joining Potomac River Partners, Chris worked as an intern at the U.S. House of Representatives and as a research assistant at the George Mason Schar School of Policy and Government. Chris received an MA in International Security with a concentration in Intelligence and a BA in Government & International Politics, both from George Mason University.

In his free time, Chris enjoys exploring DC, traveling, and supporting the New York Yankees.

I enjoy helping our clients find the best ways to build and maintain a great compliance program and enable their team members to feel empowered in their own compliance obligations.

Kate Bell

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Manager

Kate Bell joined Potomac River Partners in 2020 supporting our Transparency & Aggregate Spend and the Auditing & Monitoring service lines.

Kate has worked in the life sciences industry since 2010 and has experience working with pharmaceutical and medical device companies of all sizes, including those operating under a Corporate Integrity Agreement. Prior to joining Potomac, Kate was a Compliance Manager for Publicis Health and Amplity Health, where she managed transparency training, collection and reporting; as well as investigations, new client onboarding, general compliance training, auditing, and developing and revising policies and procedures.

Kate has a bachelor’s degree from Canisius College in Buffalo, NY. She also holds certifications in internal auditing. During her free time, Kate enjoys spending time with her family, reading, painting, gardening and spinning records.

 The combination of my industry knowledge, my passion for healthcare, and commitment to staying current with the latest advancements provides me with a fresh perspective and approach to my role as a consultant.

Karen Riar

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Consultant

Karen joined Potomac River Partners in 2023. She provides support across all Potomac service lines.

Prior to joining Potomac River Partners, Karen worked as a Digital Technology and Analytics Associate at Alvarez & Marsal as well as an Operations Consultant at Privia Health. Karen has been working in the consulting field since 2018, with experience providing support on healthcare and technology projects. She comes to Potomac with deep project management skills, an understanding of complex tech landscapes, and a strong commitment to client satisfaction. Karen has a BA in Risk Management & Insurance with a concentration in Healthcare Management from Temple University.

In her spare time, Karen enjoys traveling, boxing, exploring new restaurants, and spending time with her family and friends.

Potomac's commitment to developing trust-based relationships and their values-centric identity drives me to help our clients improve their processes and become more ethical, dynamic organizations. 

Nathan Troutman

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Senior Associate

Nathan joined Potomac River Partners in 2023. He provides support across all Potomac service lines.

Prior to joining Potomac, Nathan worked on clinical research enrollment and commercial operations at Vanda Pharmaceuticals. Nathan graduated from The College of William & Mary in 2020 with a Bachelor of Arts in History and a Minor in Economics.

In his free time, Nathan coaches high school lacrosse. He also enjoys rowing, playing Spikeball, and cooking with friends and family.

Engagement and retention are critical to a successful compliance program. I take pride in making key compliance concepts accessible to individuals at all levels of client organizations.

John McCrossan

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Manager

John joined Potomac River Partners in 2020. He supports clients across all our service lines, with a current focus on the policies & procedures and training service lines.

Prior to joining Potomac, John worked on the Insight team at Brunswick Group, a business communications advisory firm with offices around the globe. At Brunswick, John worked with clients in healthcare, public policy, energy, financial services, hospitality, and non-profit industries, using market research as well as media analytics to develop communications strategies.

John has also worked as a senior research assistant at Public Opinion Strategies, where he was responsible for creating client deliverables for over 100 political campaigns.

John graduated from Duke University in May of 2017 with a B.A. in Classical Languages and a minor in Political Science. Originally from Groton, MA, he has lived in DC since graduating.

Within the landscape of pharmaceutical compliance, learning is the compass, excellence is the destination, and resilience is the final element that transforms challenges into steppingstones towards success.

Taylor Wilson

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Associate

Taylor joined Potomac River Partners as a full-time associate in 2024. She provides support across all services lines, with a primary focus on retrospective monitoring, transparency managed services (TMS), and policies and procedures.

Taylor previously interned with Potomac in the summer of 2023, where she helped build out Potomac’s policies and procedures and training service line offerings through augmentation of Potomac’s off-the-shelf content and exploration of interactive training approaches. Prior to joining Potomac, Taylor interned with the University of Virginia Clinical Trials Office, supporting Phase III/Phase IV clinical trials in neurological surgery and oncology. Taylor graduated from the University of Virginia in 2023 with a Bachelor of Arts in Biology.

Outside the office, Taylor is a thrill-seeker and adventure enthusiast, finding joy in outdoor pursuits and exploring new countries and new hobbies.

I am dedicated to helping life sciences companies handle the expanding transparency environment to ensure complete, accurate and timely compliance with spend reporting requirements.

Shathya Mohammad

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Operations Consultant

Shathya Mohammad joined Potomac River Partners in February 2021. She focuses on transparency reporting and administering databases for different service lines.

Prior to joining Potomac, Shathya began her transparency experience as an Aggregate Spend Specialist for K2M, Inc., a medical device company located in Leesburg, VA, where she assisted in complying with Sunshine Act/Open Payments reporting. She most recently worked as a Staff Accountant for Medical Solutions.

The opportunity to provide high quality services to our clients motivates me to do my best every day. Potomac's greatest strength comes from it's team, who always provides the best support to their clients and each other. 

Tanner Morris

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Consultant

Tanner joined Potomac River Partners in 2021. He provides support across all Potomac service lines, with an initial focus on Auditing & Monitoring, Compliance News Summaries, and business development.

Before joining Potomac, Tanner was a team leader for his university’s consulting group, providing free consulting services to local businesses and start-ups in the Baltimore-DMV area. Tanner graduated from Loyola University Maryland in 2021 with a Bachelor of Business Administration in Business Economics and Marketing.

In his free time, Tanner enjoys running around DC, cooking new recipes, and supporting Manchester United.

Year in Review