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John D. Orem, CFP®

John D. Orem, CFP®

Vice President

Followers of John D. Orem, CFP®180 followers
location of John D. Orem, CFP®Washington, District of Columbia, United States

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  • Timeline

  • About me

    Managing Director at Potomac Wealth Advisors, LLC

  • Education

    • Gonzaga College High School, Washington, D.C.

      1978 - 1982

      Activities and Societies: Editor- The Phoenix - Gonzaga's literary magazine, Gonzaga Dramatic Association- Stage Crew

    • College of the Holy Cross

      1982 - 1986
      BA English Literature

      Activities and Societies: Contributor and Associate Editor - The Purple, The college's literary magazine. Jazz Ensemble (drummer!) Men's Heavyweight Eight Crew

  • Experience

    • SunTrust Bank

      May 1993 - Aug 2009
      Vice President

      Private Client Group relationship management and new business development; not-for-profit sector specialty, legal practices group specialty, trust officer

    • Riggs & Co.

      Oct 1993 - May 1998
      Managing Director

      International Private Banking, focusing on the Middle East, Former Soviet Republics and Western Europe

    • Sandy Spring Bank

      Aug 2009 - Apr 2010
      Vice President

      Trust Department - Relationship manager and new business development

    • Potomac Wealth Advisors, LLC

      Mar 2010 - now
      Managing Director

      Helping families, independent businesses and not-for-profit organizations achieve the financial future they desire. Investment solutions, insurance strategies, retirement planning, education funding strategies, business succession planning and benefits, 501C3 asset management.

  • Licenses & Certifications

    • Certified Financial Planner™

      CFP Board of Standards

  • Volunteer Experience

    • Board of Directors

      Issued by D.C. Audubon Society on Apr 2013
      D.C. Audubon SocietyAssociated with John D. Orem, CFP®

    • Advisory Board Member

      Issued by Montgomery College Foundation Planned Giving Council on Jan 2012
      Montgomery College Foundation Planned Giving CouncilAssociated with John D. Orem, CFP®

    • Board Member

      Issued by Gonzaga Business Network on Jan 2012
      Gonzaga Business NetworkAssociated with John D. Orem, CFP®

    • Advisory Board Member

      Issued by Urban Baseball Foundation on Feb 2012
      Urban Baseball FoundationAssociated with John D. Orem, CFP®