Our company founder has more than 22 years experience in the actuarial, insurance, banking and consulting fields. Among his notable accomplishments are:
Managing a regional actuarial firm
Senior relationship manager for a Fortune 500 bank
Manager of relationship managers for a Fortune 500 bank
Manager of relationship managers for an international insurance company
Developed call centers for Fortune 500 companies
Developed service model designs for Fortune 500 companies
Developed relationship manager workshops for Fortune 500 companies
Our Associates:
Otter Retirement & Consulting Services, LLC has a number of associates who have specialties in the following areas:
Retirement services
Employee education
Call center design and telephony systems
Communication presentation skills and business writing
Financial planning
Health and life insurance
Business consulting
Actuarial services
Business and financial consulting
To learn more about our associates, please contact us.
