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Jonathan Otto Location
New York, NY, US
Jonathan Otto Work
Director - Trade Finance Advisory and Services @ (March 2022 - Present)
Vice President - Trade Finance Advisory and Services @ (October 2015 - March 2022)
Vice President - Special Projects @ (July 2014 - October 2015)
Vice President - Product Manager @ (January 2013 - July 2014)
Assistant Vice President - Client Account Manager @ (July 2011 - December 2012)
Assistant Vice President - Program Manager @ (November 2009 - July 2011)
Analyst - Corporate Development Program @ (June 2007 - November 2009)
Internship @ Forest Realty Management (December 2006 - May 2007)
Internship @ (May 2006 - September 2006)
Internship @ (May 2004 - September 2004)
Teller (Main Branch) @ MILLINGTON SAVINGS BANK - PRIVATE (May 2002 - May 2004)
Jonathan Otto Education
Susquehanna University
BS- Business Administration (Business Administration & Entrepreneurship)
2015-2019
Boston University
Associate's degree (College of General Studies)
Jonathan Otto Skills
Risk Management
Project Management
Relationship Management
Global Custody
Change Management
Strategy
Operational Risk Management
Operational Risk
Asset Managment
P&L Responsibility
Mutual Funds
Investments
Market Research
Bloomberg
Equities
Fixed Income
Financial Modeling
Bonds
Marketing Strategy
Marketing
Email Marketing
Microsoft Office
Microsoft Excel
Microsoft Word
Financial Services
Finance
Financial Analysis
Capital Markets
Entrepreneurship
Negotiation
ERISA
Qualified Retirement Plans
Retirement Benefits
Asset Management
CRM
Wealth Management
Management
Leadership
Analysis
Banking
Securities
Portfolio Management
Financial Risk
Investment Banking
Customer Service
Analytics
Due Diligence
Budgets
Strategic Planning
Documentation
Public Speaking
SQL
Sales
Testing
Program Management
Jonathan Otto Summary
Jonathan Otto, based in New York, NY, US, is currently a Director - Trade Finance Advisory and Services at Deutsche Bank. Jonathan Otto brings experience from previous roles at Deutsche Bank and J.P. Morgan. Jonathan Otto holds a 2015 - 2019 BS- Business Administration in Business Administration & Entrepreneurship @ Susquehanna University. With a robust skill set that includes Risk Management, Project Management, Relationship Management, Global Custody, Change Management and more. Jonathan Otto has 2 emails and 2 mobile phone numbers on RocketReach.
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