Senior Vice President, National Sales Manager, Managed Accounts @ (June 1999 - June 2020)
Vice President @ EVEREN Securities Inc. (January 1995 - June 1999)
Supervisor - Sales Support @ Kemper Financial (October 1991 - January 1995)
Stephen Otto Education
Wharton School of Business
Certified Investment Management Analyst (Finance)
2007-2007
St. Ambrose University
Bachelor (Business, Minor Ecomonics, Concentration in Finance)
1987-1991
Stephen Otto Skills
Series 7
Series 65
Series 24
Series 63
Investments
Management
Account Management
Business Development
Stephen Otto Summary
Stephen Otto, based in Chicago, IL, US, is currently a National Mgr SMA, Regional Mgr Mid-Atlantic at Federated Hermes. Stephen Otto brings experience from previous roles at Federated Investors, EVEREN Securities Inc. and Kemper Financial. Stephen Otto holds a 2007 - 2007 Certified Investment Management Analyst in Finance @ Wharton School of Business. With a robust skill set that includes Series 7, Series 65, Series 24, Series 63, Investments and more. Stephen Otto has 4 emails and 4 mobile phone numbers on RocketReach.
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