Otis Jacobs Location
- California, United States
Otis Jacobs Work
- 2017 - now Chief Executive Officer @
- 2021 - now Advisor @
- 2024 - now Advisor @
- 2021 - now Member Board of Directors @
- 2016 - now Owner, Operator @
- 2021 - 2022 Chief Marketing Officer @
- 2015 - 2019 CMO, Director of Business Development @
- 2010 - 2015 Vice President Of Business Development @
- 2008 - 2010 Vice President of Business Development @ National Retirement Partners
Otis Jacobs Education
- Portland State University
- United States Military Academy at West Point
Executive Education (Leadership)
Otis Jacobs Skills
- 401k
- Series 7
- Mutual Funds
- Retirement
- Retirement Planning
- Series 63
- Wealth Management
- Investment Advisory
- Series 6
- Financial Advisory
- Asset Allocation
- Pensions
- FINRA
- Fixed Annuities
- Uniform Combined State Law
- Business Development
- 401(k) Retirement Savings Plans
- Investments
- Finance
- Financial Services
- Design
- Graphic Design
- Art Direction
- Art
- Painting
- Analog Collage
- Web Design
- Adobe Creative Suite
- Adobe Photoshop
- Adobe Illustrator
- Adobe Muse
- Adobe Premiere Pro
- social media
- Social Media Marketing
- Graphics
- Corporate Image Development
- Insurance
- Life Insurance
- Management
- Sales Management
- Sales Processes
- Marketing Strategy
- Business Strategy
- Marketing
- Advertising
- Project Management
- Account Management
- Business Analysis
- Analytical Skills
- 401k Retirement Savings Plans
- Uniform Combined State
- Services
- 401 Retirement Savings Plans
Otis Jacobs Summary
- Otis Jacobs, based in California, United States, is currently a Chief Executive Officer at The Olympus Companies. Otis Jacobs brings experience from previous roles at UX Unlimited, Stealth Wealth, ePIC Services Co. and Olympus Gardens. Otis Jacobs holds a Portland State University. With a robust skill set that includes 401k, Series 7, Mutual Funds, Retirement, Retirement Planning and more. Otis Jacobs has 2 emails on RocketReach.
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