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 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.
From start-ups to multinational corporations, I enjoy helping clients implement solutions to meet their individual business needs.
Pat joined Potomac River Partners in 2018. He brings with him an extensive background and expertise in U.S. and global transparency reporting. Pat primarily supports Potomac’s aggregate spend and transparency clients, in areas such as: Sunshine Act data review and remediation, performing transparency program assessments, creating and updating SOPs, systems implementation and support, and data analysis and visualization. He also has board experience in implementing and modifying systems to meet transparency requirements, as well as deep knowledge of preparing general and research data for Open Payments submissions.
Prior to joining Potomac, Pat worked as a Global Transparency Analyst at Smith & Nephew. There Pat provided oversight and helped develop Smith & Nephew’s global transparency reporting program, working directly with Compliance and business leadership. Pat has a BSBA in Finance from Stonehill College in Easton, MA.
A native of the Boston-area, Pat enjoys long distance running, road cycling, and exploring DC.
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.
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.
I am driven by the opportunity to help our clients mitigate risk and improve their compliance program. Potomac’s “real-world” perspective is so valuable; it informs what we do and brings our work to life.
Carla-Marie joined Potomac River Partners in 2016. Carla-Marie has a comprehensive compliance background, with expertise in pharmaceutical compliance documentation, live and web-based training, and auditing and monitoring. She has helped clients develop policies and procedures, conduct risk assessments, develop and execute mitigation plans, and implement company-wide training. Notably, Carla-Marie also has experience delivering Independent Review Organization (IRO), pre-IRO, mock-IRO and CIA implementation services, and evaluating the sufficiency of internal systems and policies. Carla-Marie's "Finding The Golden Nuggets – OIG-HCCA Recommendations For Smaller Life Science Companies" was recently published in Life Science Compliance Update.
Prior to joining Potomac, Carla-Marie worked as a Manager at Provident Management Consulting and, prior to that, at Huron Consulting Group. Carla-Marie has an impressive background, complete with a Juris Doctorate (JD), M.B.A. in Finance, and a Bachelor of Business Administration in Computer Information Systems from Howard University in Washington D.C. In her spare time, Carla-Marie enjoys travel and photography. She is very dedicated to her family and works with them exploring her passion for early childhood education.
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 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.
Performing complex data analysis is like solving a big puzzle. I help clients understand the story behind their data.
Chris joined Potomac River Partners in 2015 and primarily focuses on projects related to analyzing and drafting written policies and procedures (SOPs), conducting compliance gap assessments, and performing data analysis.
Recently, Chris worked on a global risk assessment for a pharmaceutical company for which he assisted in developing the survey and analysis model. Chris also performed a high-level gap analysis on written documentation at a large pharmaceutical company and subsequently drafted policies and procedures on numerous compliance topics based on the recommendations in the analysis. He has also created compliance dashboards on a number of topics to provide insights into large data sets. Chris presented at CBI Compliance Congress West 2017 on Speaker Programs: A Holistic Approach to Managing Risk.
Prior to joining Potomac, Chris worked as a Strategy and Finance Intern for TransRe in New York, NY. Chris has a Bachelor of Arts in Public Policy Studies from Duke University.
Chris takes every opportunity to explore DC, spend time with friends, and frequent sporting events. He enjoys cheering for the Miami Dolphins, Miami Heat, and Duke Blue Devils.
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 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.
Potomac's size and scope offer unique opportunities to work on challenging projects across different service lines for clients ranging from small, pre-commercial companies to the top players in the market.
Eric joined Potomac River Partners in 2017. He is focused on documentation projects and the development of training solutions. Recently, Eric assisted in the authorship and production of a comprehensive compliance policy guide for a Top 5 global pharmaceutical company. He also helps to develop a variety of training modules, from “Communications with Healthcare Professionals” to “Compliance with Federal Laws and Codes.” Eric's "Finding The Golden Nuggets – OIG-HCCA Recommendations For Smaller Life Science Companies" was recently published in Life Science Compliance Update.
Prior to joining Potomac, Eric worked as an Analyst at J.P. Morgan Chase & Co. in Columbus, OH. Eric has a BSBA in Finance and Bachelor of Arts in International Studies from American University in Washington D.C. In his spare time, Eric enjoys cooking (and eating), cycling, playing tennis, skiing, making music, and exploring DC when the weather is nice. He is also a huge sports fan and roots for F.C. Barcelona.
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 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 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 motivated by the opportunity to help meet client expectations across the different service lines we offer.
Rawan joined Potomac in 2019 and has assisted several of our transparency clients, primarily focusing on aggregate spend and transparency projects. Prior to that, Rawan had eight years of transparency experience at Stryker, a top Medical Device company, where she was responsible for compliance with US transparency regulations. Her responsibilities included the interpretation of the US transparency regulations, assessment of their impact on business processes and systems, and the development of strategies to address transparency compliance. She developed training, processes, and user guides that enabled efficient and accurate transparency reporting. Rawan has a Bachelors of Science in Economics from George Mason University.
Rawan enjoys spending time with family and friends, traveling and exploring the outdoors.
Creating an ethical culture in the life sciences industry requires a personal touch. Compliance provides the means and I provide the passion.
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 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 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 uses innovative and effective strategies to address a range of different issues, which allows me to enjoy my work and deliver solutions to clients.
Whitney joined Potomac River Partners in 2019. She supports projects across the different service lines with a focus on the policies and procedures service line and the transparency service line. Additionally, Whitney assists with creating compliance news summaries.
Prior to joining Potomac, Whitney worked as a strategy intern at Teneo and as a research assistant at the Chicago Booth School of Business in the behavioral sciences department. Whitney graduated from the University of Chicago with a BA in Psychology and in Russian and Eastern European Studies.
In her spare time, Whitney enjoys exploring DC, running, traveling, and cooking.
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 joined Potomac River Partners in 2020. Kate supports our Transparency & Aggregate Spend and the Auditing & Monitoring service lines and has experience working with pharmaceutical and medical device companies of all sizes, including those operating under a Corporate Integrity Agreement. Her work at Potomac includes CMS and state reporting, compliance investigations, and documentation development.
Kate has worked in the life sciences industry since 2010. 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.
Potomac is dedicated to building trusting relationships and helping clients improve their performance, which motivates me to do my best work every day.
Kelly joined Potomac River Partners in 2020. She supports Potomac across all service lines with her current focus on the training and transparency service lines.
Prior to joining Potomac, Kelly worked on the client training and engagement team at Optum, a division of UnitedHealth Group. Kelly graduated from George Mason University in 2018 with a Bachelor of Science in Marketing and Management.
In her spare time, Kelly enjoys going to group fitness classes, running and biking around DC, and trying new restaurants with friends.
Potomac provides solutions for life science companies’ most complex problems. I attribute the firm’s success to the dedication and focus of our team members enabling us to deliver quality products to our clients.
Christian joined Potomac River Partners in 2018. He supports the transparency and aggregate spend service line including research, documentation, and reporting. Additionally, Christian assists with our overall data analytics capabilities and dashboard creation.
Prior to joining Potomac, Christian worked as a Performance Management intern at the Consumer Financial Protection Bureau in Washington, DC. Christian has a BS in Business Management from George Mason University in Fairfax, Virginia.
In his spare time, Christian enjoys exploring new restaurants, listening to live music, and running in DC with his dog Millie.
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 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.
I am passionate about bringing compliance programs to life because they are the intersection of the heart and mind of an organization.
Katie joined Potomac River Partners in 2020. She supports projects across all Potomac service lines with a focus in auditing & monitoring.
Prior to joining Potomac, Katie was an Associate Director of Global Compliance & Ethics at BioMarin Pharmaceutical, a biotechnology company based in the Bay Area, where she focused on Internal Audit and Global Risk Management. Katie graduated from Appalachian State University with a B.A. in Accounting and is a Certified Public Accountant.
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 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 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.