OUR TEAM

Sheena Adams

Live Monitoring Manager

Crystal Banh

Consultant

Sean Bohonek

Consultant

Rieve Bule

Manager

McCulloch Cline

Director

Snehal Darji

Manager

Cortney De La Rosa

Manager

Charis Duenas

Live Monitoring Manager

Jake Flynn

Associate

Alison Garmon

Manager

Libby Hadnett

Senior Associate

Julianna Jackson

Consultant

Peter Jacobsen

Senior Associate

Dan Koerner

Senior Director

Kelly Listro

Senior Manager

John McCrossan

Senior Manager

Shathya Mohammad

Operations Consultant

Tanner Morris

Manager

Adam Oakley

Senior Director

Graham Rich

Director

Meredith Swartz

Sr. Design Specialist

Nathan Troutman

Consultant

Taylor Wilson

Consultant

Jonathan Wilkenfeld

President

Michael Young

Senior Director

The work I enjoy most is helping clients tackle complex problems that involve both people and process, because that’s where real impact is made.

McCulloch Cline

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Director

McCulloch Cline leads Potomac’s Process Implementation service line, partnering with life sciences organizations to design and implement scalable, compliant, and sustainable ways of working.

Since joining Potomac in 2018, McCulloch has supported a broad range of process transformation initiatives across the life sciences industry, including global pharmaceutical companies, single‑product pre‑commercial start‑ups, and organizations at every stage in between. His work spans major enterprise efforts such as globalizing Standard Operating Procedures for Medical Affairs organizations; transferring, updating, and implementing R&D procedural documentation to support company spin‑offs; redesigning policy, process, and training for patient support services; creating cross‑business unit policy manuals; and establishing Potomac’s standard model for Fair Market Value (FMV) assessments.

McCulloch brings deep expertise in process design and mapping, policy and procedure development, document strategy and management, stakeholder review facilitation, and change management, with a particular focus on translating complex requirements into practical, adoptable solutions.

Prior to joining Potomac, McCulloch worked as a consultant on federal and state healthcare policy initiatives. He holds a Bachelor of Arts in Cognitive Science from the University of Virginia and a Compliance Certification from Seton Hall University.

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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Senior Associate

Peter joined Potomac River Partners full-time in 2023 and supports client engagements across several service lines, with a primary focus on Transparency & Aggregate Spend, Auditing & Monitoring, and Learning & Engagement initiatives. Internally, he supports business development operations, CRM management, and AI implementation efforts, and has managed the development of Potomac’s annual Year-in-Review.

Peter has experience supporting the development of both off-the-shelf and custom training courses and microlearning content, as well as drafting and revising policies and procedures. He has also supported clients subject to corporate integrity agreements. In the transparency space, Peter helps clients address federal and state reporting requirements and supports the implementation of transparency systems.

Before joining Potomac full-time, Peter interned with the firm in the summer of 2022, focusing on business development strategy. He 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 believe compliance should bring clarity instead of complexity. When done well, it strengthens teams, supports science, and protects the people we serve.

Libby Hadnett

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Senior Associate

Libby joined Potomac in 2025. She supports all of Potomac's service lines with an initial focus on Policies & Procedures and retrospective monitoring. She also contributes to the firm's recruiting efforts.

Prior to joining Potomac, Libby worked as a Scientific Program Analyst at the National Institutes of Health, where she supported research and program management efforts focused on HIV/AIDS and global mental health.

Libby holds a Bachelor of Science in Biology, Health, and Society, with a minor in the History of Medicine and Health, from the University of Michigan, and a Master of Public Health in Epidemiology from the George Washington University Milken Institute School of Public Health. Outside of work, she enjoys concerts, traveling, reading, and knitting.

 

To me, compliance is about more than just meeting requirements. I believe it's about building trust through creating structured, reliable transparency frameworks. I help clients confidently meet regulations while supporting ethical, patient-first decision making. 

Snehal Darji

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Manager

Snehal joined Potomac in 2025. She supports clients across the Transparency & Aggregate Spend service line, with a focus on transparency reporting and documentation.

Snehal's experience includes supporting aggregate spend reporting programs, transparency data management, and documentation development for a range of life sciences clients. She also contributes to the firm's professional development efforts.

Prior to joining Potomac, Snehal worked as a Senior Associate at  PwC and previously served as a Clinical Monitor and Senior Reporting Analyst at Syneos Health.

Snehal holds a Bachelor of Arts in Sociology, with minors in Business Administration and Spanish, from North Carolina State University. Outside of work, she enjoys arts and crafts, painting, volunteering at nonprofits, and spending time with her family.

 

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 founded Potomac in 2006 and has been consulting on compliance within the life sciences sector since 2002. He advises Chief Compliance Officers, legal counsel, and senior executives on a range of complex compliance issues such as structuring and staffing compliance programs, Corporate Integrity Agreements, risk assessments, operational policies/procedures, compliance training, complex audits, and building transparency programs.

Jon is an established compliance expert who has published articles in Rx Compliance ReportPharmaceutical ExecutiveLife 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 and 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. Jon actively coaches his daughters’ softball teams and plays in a weekly men’s league during the spring, summer, and fall.

I strive to deliver strategic, client-focused solutions grounded in compliance and integrity, guiding life sciences clients with clarity and confidence through strong collaboration.

Crystal Banh

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Consultant

Crystal joined Potomac in 2025 and mainly supports the Learning & Engagement and Policies & Procedures service lines. Crystal's project experience includes developing custom and semi-custom training, microlearning content, and off-the-shelf training solutions, as well as drafting and revising policy and SOP documentation. In addition to her client work, she contributes to the firm's recruiting efforts.

Prior to joining Potomac, Crystal worked as a Consultant at Duty First Consulting, where she supported project management and program operations for federal healthcare clients, including the Centers for Medicare & Medicaid Services. Earlier in her career, she served as a Clinical Research Assistant at Lupus Therapeutics.

Crystal holds a Bachelor of Science in Biology and Psychology, with a minor in History, from Loyola University Maryland, and a Master of Public Health in Global Epidemiology and Disease Control from the George Washington University Milken Institute School of Public Health. Outside of work, she enjoys traveling, trying new foods, reading, surfing, hiking, pilates, and attending music festivals.


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 help life sciences organizations translate complex regulations into clear, effective compliance programs that build trust and support long-term excellence.

Julianna Jackson

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Consultant

Julianna supports the Policies & Procedures and Operational Excellence service lines, partnering with compliance and business leaders to advance strategic initiatives, strengthen operations, and develop effective policies, procedures, and SOPs.

Julianna brings expertise in project management, governance, and change management in complex, regulated healthcare environments. Her experience spans healthcare quality, risk, and regulatory programs, with a focus on cross-functional coordination and implementation.

Prior to joining Potomac in 2025, Julianna served as a Healthcare Quality and Risk Management Project Manager supporting federal clients, including the Department of Veterans Affairs, and previously managed regulatory board operations for the District of Columbia government. She is a Project Management Professional (PMP).

She earned a B.A. in Anthropology from St. Mary's College of Maryland and an M.A. in Anthropology from William & Mary. Outside of work, she enjoys gardening and serves on a local history conference planning committee.

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 in 2023. As a Live Monitoring Manager, she supports the Auditing & Monitoring service line with a primary focus on live monitoring activities across a range of life sciences companies.

Sheena's experience includes supporting and managing live monitoring operations and helping clients ensure their field activities align with applicable compliance requirements. Her background in monitoring informs her approach to evaluating live interactions and conducting retrospective transactional reviews.

Prior to joining Potomac, Sheena served as an Ethics and Compliance Operations Partner at UCB, where she supported Auditing & Monitoring functions within a global pharmaceutical organization.

Sheena holds a Bachelor of Science in Biology from Georgia Southern University and a Master of Science in Pharmacy from the University of Florida. She also holds the Seton Hall University Compliance Certification. Outside of work, Sheena enjoys traveling, listening to audiobooks, reformer pilates, trying new restaurants, attending concerts, and wine tastings.

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. He has significant expertise spanning Potomac’s services and specifically leads our Auditing & Monitoring service line and Live Monitoring practice area. He also frequently supports clients on Policies & Procedures and Operational Excellence initiatives.

Dan has supported life sciences clients of all maturities, sizes, and therapeutic areas. His experience includes developing compliance Policies & Procedures, conducting live and retrospective audits, designing customized training programs, and providing a wide range of compliance services to companies operating under Corporate Integrity Agreements. He has spoken at several industry conferences on compliance monitoring and analytics.

Prior to joining Potomac, Dan worked at Schering-Plough, Wyeth, Hoffmann-LaRoche, and Genzyme Biosurgery. He 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.

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 in 2023. As a Live Monitoring Manager, she supports the Auditing & Monitoring service line with an emphasis on managing and executing live monitoring activities for life sciences clients.

Charis's experience includes supporting compliance monitoring programs, overseeing live promotional event reviews, and helping clients maintain internal compliance standards.

Prior to joining Potomac, Charis served as a Compliance Manager at Pharmacyclics/AbbVie and Myovant Sciences, where she helped develop and maintain internal compliance programs within life sciences organizations.

Charis holds a Bachelor of Science in Criminal Justice from San Jose State University and the Seton Hall University Compliance Certification. Outside of work, she enjoys road trips, wine tasting, live music, and volunteer work.

 

 

 

 

I’m driven by a passion for translating complex compliance challenges into strategic, actionable solutions that empower our clients to operate ethically and confidently in the life sciences landscape. 

Jake Flynn

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Associate

Jake joined Potomac in 2025. He provides support across all Potomac service lines.

Jake’s work at Potomac so far includes contributing to policy and SOP projects, transactional and retrospective auditing & monitoring, system implementation support, Fair Market Value engagements, and Compliance News Summaries. He also contributes to the firm's Business Development Operations.

Prior to joining Potomac, Jake interned at Thomas Scientific. Jake holds a Bachelor of Arts in Biology and a Master of Science in Commerce with a concentration in Biotechnology, both from the University of Virginia.

Outside of work, he enjoys working out, running, pickleball, golf, attending live music events, and trying new sushi spots in the DC area.

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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Director

Graham rejoined Potomac in 2021, having previously served as a member of the Potomac team from 2013 to 2018. He leads Potomac’s Transparency & Aggregate Spend service line, serves as practice area lead for global transparency requirements, and leads the firm's IT and finance functions.

Graham is our transparency expert. He helps life sciences companies of all maturities, sizes, and therapeutic areas meet federal, state, and global reporting requirements. He also develops and implements transparency systems and conducts gap and data analyses. His work spans the full lifecycle of transparency program management, from initial system implementation to steady-state operational support. This includes helping clients meet requirements under the U.S. Sunshine Act, state-specific reporting requirements, EFPIA, and other international reporting frameworks.

Prior to rejoining Potomac, Graham worked at PricewaterhouseCoopers supporting global pharmaceutical and medical device clients on transparency and compliance engagements. Earlier in his career, he interned at Cornerstone Healthcare.

Graham holds the Seton Hall University Compliance Certification and a Bachelor of Arts in Economics from Wake Forest University. Outside of work, he enjoys traveling with his family, coaching tee ball, 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. She supports clients across the Auditing & Monitoring, Policies & Procedures, and Operational Excellence service lines. Her work includes live, transactional, and retrospective Auditing & Monitoring engagements, policy and SOP development, and compliance program assessments.

Internally, Cortney leads the firm's HR and recruiting efforts. Her experience spans across project management, operational efficiency, and people operations, developed over the course of her career in professional services and independent consulting.

Prior to joining Potomac, Cortney spent seven years in consulting at McKinsey and PwC before working as an Independent Consultant supporting people operations for start-ups and small businesses.

Cortney holds a Harvard Business School Consultant's Toolkit certification and a Bachelor of Arts in Psychology and Biomedical Science from the University of South Florida.

Outside of work, she enjoys spending time with her husband and three children, practicing yoga, and cheering on her children's various pursuits.

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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Manager

Rieve joined Potomac in 2021 and supports client engagements across the Policies & Procedures, Learning & Engagement, and Auditing & Monitoring service lines.

Since joining, Rieve has assisted in the creation of customized policies, procedures, field guides, and other compliance documentation for half a dozen clients. His work also includes developing training programs and communications, supporting both live and retrospective monitoring activities, and contributing to the firm's professional development initiatives.

Prior to joining Potomac, Rieve supported content operations and analytics at Mytonomy, a digital health patient education company. Rieve graduated from Georgetown University in 2019 with a B.S. in Healthcare Management and Policy, and he holds a Certification in U.S. Healthcare Compliance from Seton Hall University. Outside of work, he enjoys creative writing, comedy, and rooting for the Philadelphia Eagles.

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 and has managed Potomac client projects since 2013. He possesses a comprehensive compliance background with wide-reaching experience across all of Potomac’s service lines. He has led projects with over thirty (30) different companies with multiple stakeholders, including Compliance, Legal, Finance, Medical Affairs, Patient Access, and Commercial Operations. He is experienced in project planning to fit client needs and delivering on desired outcomes.

Recently, Michael has managed teams supporting initiatives to standardize and streamline Medical Affairs documentation for multiple global organizations, including co-developing Potomac’s GLOBAL model for large process implementation projects. Early in Michael’s career, he helped companies with the newly enacted Sunshine Act reporting requirements and now helps companies prepare for CMS Audits, including reviewing client documentation, training and communications, system configurations, and data accuracy. Michael brings an impressive amount of experience in creating compliance policies and procedures, conducting and leading monitoring and auditing projects, and working on brand new initiatives at Potomac. Michael presented at the 2025 Pharmaceutical Compliance Congress on an external benchmarking of Speaker Programs and industry best practices.

Prior to joining Potomac, Michael worked as a Consultant at Ernst & Young in their Health Sciences Advisory Services practice. Michael has a Bachelor of Arts in Economics from the University of Michigan. In his spare time, Michael enjoys fly-fishing, skiing, walking his dog Maurice, and cheering for the Tennessee Titans, his hometown football team.

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, helping bring compliance training programs to life, developing unique designs for codes of conduct and various compliance policies, and leads such initiatives as launching an engaging “brand story” for one client’s aggregate spend and transparency program. Meredith has applied her design talents across 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.

An effective compliance program isn’t just about checking boxes. It’s a strategic advantage. Companies that stay ahead of compliance risks can protect their reputation, earn stakeholder trust, and lay the groundwork for long-term commercial success.

Kelly Listro

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Senior Manager

Kelly joined Potomac in 2025. She supports clients across Potomac’s service lines, with particular focus on Monitoring Strategy and Operational Excellence. Her work includes development and execution of compliance program assessments and multi-year roadmaps, strategic monitoring plans, life sciences policy and procedure development, training, and fair market value assessments.

Kelly brings experience managing compliance engagements for pharmaceutical and medical device clients. She also contributes to the firm's business development and learning and development functions.

Kelly holds a Bachelor of Science in Allied Health Sciences from Grand Valley State University. Outside of work, she enjoys traveling, exploring new restaurants, skiing, and cheering on the Chicago Bears.

I enjoy working in compliance because I like creating automated, reliable processes that reduce manual effort, strengthen consistency, and make it easier for teams to meet compliance requirements with confidence.

Sean Bohonek

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Consultant

Sean joined Potomac in December 2025 and supports client engagements across our Transparency & Aggregate Spend and Auditing & Monitoring service lines. Internally, Sean focuses on optimizing operational processes through automation.

Sean's experience includes implementing automation and reporting solutions to improve data accuracy and decision-making, as well as supporting cross-regional teams in consulting environments. Sean’s technical expertise and systems-focused background enable him to deliver automated, data-driven solutions for our clients and internally.

Prior to joining Potomac, Sean spent over a decade leading analytics and business intelligence efforts, including large-scale BI and system integration projects.

Sean holds a Bachelor of Arts in History from the University of Pittsburgh. Outside of work, Sean enjoys spending time with his family, coaching his children’s baseball teams, and pursuing creative outlets through writing.

Compliance is not a barrier; it's a bridge that ensures we serve our clients with integrity, guiding them safely toward their goals while upholding the highest standards.

Alison Garmon

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Manager

Alison joined Potomac in 2025. She supports clients across the Transparency & Aggregate Spend and Auditing & Monitoring service lines, with a focus on transparency documentation and reporting.

Alison's experience includes supporting aggregate spend transparency programs, managing documentation workflows, and contributing to client engagements across a range of life sciences companies. She also supports the firm's finance function and holds the Seton Hall University Compliance Certification.

Prior to joining Potomac, Alison was a Senior Analyst at Dexcom, where she gained experience in health sciences compliance and reporting.

Alison holds a Bachelor of Science in Health Sciences from Indiana University. Outside of work, she enjoys cooking, baking, running, reading, sewing, quilting, yoga, and spending time with her family.

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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Consultant

Nathan joined Potomac in 2023 and primarily supports the Process Implementation and Policies & Procedures service lines. His areas of focus include custom SOPs and compliance documentation, medical affairs process alignment, clinical compliance advisory, and microlearning development.

Internally, Nathan contributes to the firm's marketing and thought leadership initiatives and supports IT and office management functions.

Prior to joining Potomac, Nathan worked in patient services operations and clinical enrollment at Vanda Pharmaceuticals.

Nathan holds a Bachelor of Arts in History with a minor in Economics from the College of William & Mary. Outside of work, he enjoys spending time with his wife and their three dogs, exploring new recipes, playing in a recreational lacrosse league, and playing pickleball and board games with friends.

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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Senior Manager

John joined Potomac in 2020 and leads our Learning & Engagement service line.

He oversees the development and delivery of custom and semi-custom learning, off-the-shelf training solutions, microlearning content, communications programs, quick reference guides, designed policy manuals and flipbooks. In addition to delivering on the client front, he manages our internal Learning & Engagement inventory and leads Potomac’s learning & development team.

Prior to joining Potomac, John worked as a qualitative and quantitative market researcher at Brunswick Group.

John holds a Bachelor of Arts in Classical Languages from Duke University. Outside of work, he enjoys playing recreational dodgeball and reading.

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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Consultant

Taylor joined Potomac River Partners in 2024 and primarily supports clients on Process Implementation, Policies & Procedures, and Learning & Engagement initiatives.

Her experience includes developing custom policies, SOPs, and eLearning modules, conducting live and retrospective monitoring, and supporting federal transparency reporting efforts. Taylor interned with Potomac in the summer of 2023 before joining full time, where she contributed to the development of Policies & Procedures and Learning & Engagement offerings, including exploration of more interactive training approaches. Internally, Taylor supports Potomac’s recruiting efforts.

Prior to Potomac, she interned at the University of Virginia Clinical Trials Office. Taylor holds a Bachelor of Arts in Biology from the University of Virginia and a Harvard Business School Consultant’s Toolkit Certification.

Outside of work, Taylor enjoys trying new restaurants and wineries, hosting themed parties, exploring new cities and countries, attending live music events, sewing, and outdoor activities such as hiking.

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 in February 2021. She focuses on transparency reporting and administering databases for different service lines. Internally, Shathya supports the Finance and Operations teams and manages our billing and invoicing.

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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Manager

Tanner joined Potomac in 2021. He supports clients across our Auditing & Monitoring, Transparency & Aggregate Spend, and Operational Excellence service lines. He serves as the firm's practice area lead for investigations and internally supports Potomac's business development operations.

Tanner has significant experience in live and retrospective monitoring engagements, transparency reporting and implementation projects, conducting comprehensive investigations, general data analysis, and project management. He holds the Harvard Business School Management Essentials Certification and the Harvard Extension School Consultant's Toolkit certification.

Tanner holds a Bachelor of Business Administration in Economics and Marketing from Loyola University Maryland. Outside of work, he enjoys trying new foods and whiskies, running, reading, and supporting Manchester United.