Otto Rivera
CERTIFIED FINANCIAL PLANNER®, Tax Pro, CFP Board Ambassador
- Role
- Financial Planner Investment Advisor at White Lighthouse Investment Management
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Otto Rivera
I help Americans living abroad simplify the financial complexity that global living…
Experience
Financial Planner Investment Advisor
White Lighthouse Investment Management
Nov 2019 — Present · Orlando, FL, US
Education
Bryant University
CFP Education Course, Financial Planning and Services
2019 — 2020
University of Phoenix
Bachelor's, Business Administration
2005 — 2007
Skills
- Cross-Functional Team Leadership
- Finance
- Quality Assurance
- Spanish
- Operations Management
- Projects
- Strategic Planning
- Continuous Improvement
- Mutual Funds
- Sep Ira
- Risk Management
- Roth Ira
- Simple Ira
- Series 63
- 401k Rollovers
- Quality Management
- Series 7
- Stock Market
- Call Centers
- Management
- Team Building
- Broker-Dealer
- Coaching
- Series 10
- Call Center
- Leadership
- Fixed Income
- Microsoft Office
- Retirement
- Process Improvement
- Equities
- Brokerage
- Team Leadership
- Series 9
- Traditional Ira
- Change Management
- Customer Service
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