Jeffrey Otterstein
Insurance Consultant @LPL Financial
East Amherst, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2022 — Present
Insurance Consultant @LPL Financial
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Buffalo, NY, US
EDUCATION
N/A
Medaille University
BBA, Business Management
SKILLS
Series 7Series 66Alternative InvestmentsMutual FundsEtfsOil&GasTerm Life InsuranceWhole LifeVariable Life/AnnuitiesEquity Indexed Annuties/LifeLong Term CareDisability InsuranceFinancial PlanningStrategic Financial PlanningInvestments
ABOUT JEFFREY OTTERSTEIN
Accomplished multi-faceted Financial Services professional who displays strong leadership, analytical, organizational and decision-making skills with over 25 years of insurance industry and financial services experience. Extensive history of developing relationships across organizations, increasing sales among teams and developing and executing strategic and tactical business plans. Sound ethical, organizational and presentation skills.
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