Shannon Lee Otterbeck
Director of Research - Equity at Cetera Investment Management LLC
Profile
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.
Shannon Lee Otterbeck active positions
Companies | Position | Start |
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Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Director of Research - Equity | 2015-06-08 |
Training of Shannon Lee Otterbeck
University of Florida | Undergraduate Degree |
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Private companies | 1 |
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Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |
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