1995 -
1999 Vice President @ EVEREN Securities Inc.
1991 -
1995 Supervisor - Sales Support @ Kemper Financial
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 3 emails and 2 mobile phone numbers on RocketReach.
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