Susan Otto
Senior Relationship Director @Principal Financial Group
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WORK HISTORY
Senior Relationship Director @Principal Financial Group
EDUCATION
Philadelphia Institute
Post-Graduate Paralegal Certificate
University of Pennsylvania
AIMSE/Wharton Marketing & Investment Management Program
Penn State University
MBA
CFA Institute
CFA Investment Foundations
CAIA Association
Fundamentals of Alternative Investments
Ursinus College
B.A.
Wharton Executive Education
Marketing Certificate Program (post-graduate)
SKILLS
ABOUT SUSAN OTTO
Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Susan Otto is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. QKA, QKC and QPA are education designations only, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary The skills list below does not imply licensure, training, or the ability to solicit products or services.
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