Javier Otero Perez
Transition & Marketing Consultant | Husband | Father | Contributing Author | TB Rays Fan
- Role
- Transition Consultant at Advisor Transition Services
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Javier Otero Perez
I help financial advisors and firms execute cleaner transitions. That means organizing…
Experience
Transition Consultant
Jun 2024 — Present
As a Transition Consultant & Content Strategist at Advisor Transition Services (ATS), I play a dual role in guiding financial advisors through the complexities of transitioning their book of business while also shaping thought leadership in the industry. This position combines strategic consulting, operational support, and content creation to enhance the experience of financial advisors and elevate ATS’s presence as a trusted partner in advisor transitions.
Education
Florida State University
Minor
Florida State University
Bachelor of Science - BS
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.