Since 2019, Al Otto has been working in Verity Asset Management situated 416, 416. This expert is a well-qualified Director Employer Plans with over 23 years of work experience. According to Al's resume and work profile, Al Otto has worked at more than eight companies with diverse backgrounds and gained different skills. Al attended school at the Georgia Institute of Technology from 1979 to 1981. This person has professional certification in Aifa and Giving Your Elevator Pitch. Al Otto can be found in San Antonio, Texas – where this expert currently lives. You can search for the professional's email address and number. We can also provide you exhaustive contact information upon request.
Name variants:
Alan Otto,
Albert Otto,
Alexander Otto,
Alfred Otto,
Alister Otto,
Alonso Otto,
Alphonso Otto,
Alva Otto,
Alvin Otto,
Elton Otto
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ao**@sk-llc.com
Location
San Antonio, TX
Company
Workplace
Director Employer Plans
Durham, NC
Industry
Financial Services, Insurance Companies
Colleagues
Work History
Consultant To the Firm
125 Summer St, Boston, MA 02110
Shepherd Kaplan LLC is an independent Investment Advisory firm providing consulting, educational and investment management services to institutional and private investors. Shepherd Kaplan LL...
Sep 2016 — Mar 2018
Co-Founder and Chief Executive Officer
Atlanta, GA
Elegant, Simple Due Diligence for Retirement Plans. Veriphy is a business intelligence platform serving the 401(k) and 403(b) community.
from Mar 2016
Principal
125 Summer St, Boston, MA 02110
★ Manages the Atlanta office, with leadership authority over a research team dedicated to maintaining and growing portfolio value for retirement accounts. ★ Serves as an advisor to nationall...
Jun 2010 — Sep 2016
Ceo, Founder and Independent Fiduciary
★ Launched this provider of investment advice, fiduciary risk management, and retirement plan consulting, building a client base from individuals and institutional accounts. ★ Contributed ad...
May 2008 — Jun 2010
Co-Founder, Executive Vice President
★ Co-founded the firm and grew the business by securing agreements with owners of closely-held businesses, retirement plan sponsors and individual investors for fee-only financial and adviso...
Apr 2004 — May 2008
President
★ Founded a firm dedicated to providing expert witness testimony and analysis regarding the validity of fee structures charged by large retirement plans. ★ Created written opinions presentin...
2001 — 2010
Education
1979 — 1981
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Counselor
Pastoral Worker
Operations Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Clergy
Skills
Retirement Planning
Pensions
Strategic Financial Planning
Mutual Funds
401K
Investment Advisory
Investment Management
Financial Advisory
Leadership
Portfolio Management
Erisa
Wealth Management
Private Equity
Due Diligence
Finance
Executive Management
Retirement Plan Consulting
Business Development
Asset Allocation
Financial Services
Fiduciary Services
Marketing
Business Strategy
Deferred Compensation
Investments
Alternative Investments
Wealth Management Services
Equities
Wealth
Hedge Funds
Investment Strategies
Defined Benefit
Financial Analysis
Financial Risk
Fiduciary
Fixed Income
Communication
Entrepreneurship
Management
FAQs about Al Otto
What's the main profession of Al Otto?
The expert is a Director Employer Plans.
What are the profession of This professional?
These person's professions are Executive and Director
Where is Al Otto currently located?
The professional is currently located in San Antonio, Texas.
Does Al Otto have the email address?
ao**@sk-llc.com is The professional's email address.
Where did Al Otto work?
Al Otto worked at Verity Asset Management, Shepherd Kaplan Llc.
What education does Al Otto have?
Al studied at the Georgia Institute of Technology from 1979 to 1981.
What are the certifications of Al Otto?
Al Otto received the following certifications: Aifa and Giving Your Elevator Pitch.
What is professional industry that Al Otto worked in?
Al works in Financial Services industry.