Susan Otto Email & Phone Number
Senior Relationship Director @ Principal Financial Group
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Susan Otto Location
- Philadelphia, PA, US
Susan Otto Work
- Senior Relationship Director @ (August 2021 - Present)
- Product Manager, Advice from Vanguard Distribution @ (January 2020 - August 2021)
- Relationship Manager @ (December 2015 - January 2020)
- Senior Communication Consultant @ (August 2012 - December 2015)
- Global Thought Leadership Marketing Manager @ (December 2010 - August 2012)
- Marketing Manager @ (August 2005 - December 2010)
- Relationship Manager @ (May 2000 - August 2005)
- Business and Technology Project Lead @ (March 1999 - May 2000)
- Communication Associate @ (April 1998 - March 1999)
- Pre-need and Final Expense Life Insurance Underwriter @ Provident Indemnity Life Insurance (October 1996 - April 1998)
- Life Insurance Underwriter @ (April 1996 - October 1996)
- New Business Associate @ Lincoln Financial Group (February 1995 - April 1996)
Susan Otto Education
- Wharton Executive Education
Marketing Certificate Program (post-graduate) (Marketing)
2007-2008 - Penn State University
MBA (Finance)
1995-1999 - Philadelphia Institute
Post-Graduate Paralegal Certificate (International Trade Law and Business)
1994-1995 - Ursinus College
B.A. (Political Science)
1990-1994 - CAIA Association
Fundamentals of Alternative Investments
- CFA Institute
CFA Investment Foundations
- University of Pennsylvania
AIMSE/Wharton Marketing & Investment Management Program
2011
Susan Otto Skills
- Marketing
- Institutional Investments
- Mutual Funds
- Financial Services
- Investments
- Relationship Management
- Series 63
- Marketing Communications
- 401k
- Series 6
- Marketing Strategy
- Strategic Communications
- Direct Marketing
- Business Development
- Corporate Communications
- Leadership
- Asset Allocation
- Hedge Funds
- Asset Management
- Investment Management
- Investment Strategies
- Wealth Management
- Strategic Planning
- Has Errors
- Great
- Series 7
- Institutional
Susan Otto Summary
- Susan Otto, based in Philadelphia, PA, US, is currently a Senior Relationship Director at Principal Financial Group. Susan Otto brings experience from previous roles at Vanguard. Susan Otto holds a 2007 - 2008 Marketing Certificate Program (post-graduate) in Marketing @ Wharton Executive Education. With a robust skill set that includes Marketing, Institutional Investments, Mutual Funds, Financial Services, Investments and more. Susan Otto has 1 emails and 2 mobile phone numbers on RocketReach.
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