Dominic Oteri's Location
West Chester, PA, US
Dominic Oteri's Work
- Associate Wealth Advisor @ FPA Wealth Management
- Client Relationship Associate @ Vanguard
- Business Services Division Internship @ University of Pennsylvania
Dominic Oteri's Education
- La Salle University
B.S.A. (Finance, Risk Management & Insurance)
2006 - 2010 - College for Financial Planning
Financial Planning and Services
2014 - 2017
Dominic Oteri's Skills
- CRM
- Finance
- Retirement Planning
- Forecasting
- Financial Analysis
- Project Management
- Budgets
- Series 63
- Series 6
- Customer Service
Dominic Oteri's Summary
Dominic Oteri, based in West Chester, PA, US, is currently a Associate Wealth Advisor at Financial Planning Associates, LLC, bringing experience from previous roles at Vanguard and University of Pennsylvania. Dominic Oteri holds a 2006 - 2010 B.S.A. in Finance, Risk Management & Insurance @ La Salle University. With a robust skill set that includes CRM, Finance, Retirement Planning, Forecasting, Financial Analysis and more, Dominic Oteri contributes valuable insights to the industry. Dominic Oteri has 2 emails on RocketReach.
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