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 @
- 2018 - 2019 Senior Wealth Manager -- Fiduciary Specialist @
- 2012 - 2018 Trust Officer and Financial Planner @
- 2007 - 2012 Personal Banker and Financial Specialist @
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
- Estate Planning
- Life Insurance
- Nonprofits
- Financial Planning
- Customer Service
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.
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Top Boden Wealth Employees
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Lemoyne, PA, US
Brent Firestone
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Harrisburg, PA, US
Erica Campbell
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Harrisburg, PA, US
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Hannah Fischer
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