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Shannon Lee Otterbeck
Direttore della Ricerca - Azioni presso
Cetera Investment Management LLC
Profilo
Ms. Shannon L.
Otterbeck is a Director of Research Strategy & Development at Cetera Investment Management LLC.
She is primarily responsible for managing the day-to-day business functions of the Research Department, implementing business initiatives, plans and procedures.
Ms. Otterbeck oversees the publishing of hundreds of financial market commentaries and communications per year for advisors and investors.
She has more than 15 years of industry experience.
Prior to joining Cetera Investment, Ms. Otterbeck served as the Vice President and Senior Product Manager for First Allied Asset Management where she played a vital role facilitating growth in sales through the coordination of various aspects of marketing, advisor and wholesaler support, and advisory operations.
She earned her Bachelor’s degree from the University of Florida and holds Series 7 and 65 securities registrations.
Posizioni attive di Shannon Lee Otterbeck
| Società | Posizione | Inizio |
|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Direttore della Ricerca - Azioni | 09/06/2015 |
Formazione di Shannon Lee Otterbeck
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
12
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Finance |
