Andy Otto Email & Phone Number

Director of Trust and Fiduciary Services, Personal CFO @ Boden Wealth

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Andy Otto Location

Harrisburg, PA, US

Andy Otto Work

2019 - now Director of Trust and Fiduciary Services, Personal CFO @ Boden Wealth
2018 - 2019 Senior Wealth Manager -- Fiduciary Specialist @ BNY Wealth
2012 - 2018 Trust Officer and Financial Planner @ F&M Trust
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2007 - 2012 Personal Banker and Financial Specialist @ M&T Bank
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Andy Otto Education

University of Pennsylvania
Master of Science in Education
2003 - 2004
Messiah College
Bachelor of Arts (B.A.) (English)
1999 - 2003

Andy Otto Skills

Leadership
Non-profits
Public Speaking

Banking
Finance
Investments
Wealth Management
Teaching
Retirement Planning
Asset Management

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Andy Otto Summary

Andy Otto, based in Harrisburg, PA, US, is currently a Director of Trust and Fiduciary Services, Personal CFO at Boden Wealth. Andy Otto brings experience from previous roles at BNY Mellon Wealth Management, F&M Trust Co. and M and T Bank. Andy Otto holds a 2003 - 2004 Master of Science in Education @ University of Pennsylvania. With a robust skill set that includes Leadership, Non-profits, Public Speaking, Banking, Finance and more. Andy Otto has 3 emails and 2 mobile phone numbers on RocketReach.

Andy Otto Emails

Found 3 emails

Andy Otto Phone Numbers

Found 5 phone numbers

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Top Boden Wealth Employees

Brent Firestone

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Nathan Imboden

CEO and Personal CFO at Boden Wealth

Lemoyne, PA, US
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Tressia Marino

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Erica Campbell

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Mechanicsburg, PA, US
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Hannah Fischer

Marketing and Events Coordinator at Boden Wealth

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