Sr. Financial Planning Analyst @ (August 2024 - May 2025)
Financial Planning Analyst @ (February 2023 - August 2024)
Finance Manager @ (May 2022 - February 2023)
Senior Financial Analyst @ (May 2020 - May 2022)
Finance Leadership Development Associate - Capital Market Solutions @ (October 2019 - May 2020)
Finance Leadership Development Associate - MCCR LFO @ (February 2019 - May 2020)
Finance Leadership Development Program - Mutual Fund Reporting @ (June 2018 - May 2020)
Investment Research Intern @ (June 2017 - September 2017)
Participant @ (April 2017 - May 2017)
Finance and Marketing Intern @ (June 2016 - September 2016)
Drew Otto Education
St. Olaf College
B.A (Economics and Finance)
2014-2018
Drew Otto Skills
Leadership
Microsoft Office
Teamwork
Management
Project Management
PowerPoint
Research
Microsoft Excel
Social Media
Public Speaking
Team Leadership
Customer Service
Strategic Planning
Budgets
Drew Otto Summary
Drew Otto, based in Saint Paul, MN, US, is currently a Senior Finance Manager at Roers Companies. Drew Otto brings experience from previous roles at Roers Companies and Ameriprise Financial Services, LLC. Drew Otto holds a 2014 - 2018 B.A in Economics and Finance @ St. Olaf College. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Management, Project Management and more. Drew Otto has 1 emails and 1 mobile phone numbers on RocketReach.
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