Lutcf Paul A. Otis is a eficient professional, that works in Insight Private Advisors main office of which is in 1064. as a Director of Client Relations from 2011. This person gained professional experience in more than 12 positions at various companies. Lutcf Paul A. Otis went to the University of Florida and got education there from 1982 to 1986. Costa Mesa, California is the city, where the professional was lastly known to be situated. The person's phone number and email are accessed through this website by request.
Name variants:
Lutcf Otis
Last updated Aug 07, 2024
Contact Information
Last Update
Jul 5, 2022
Location
Costa Mesa, CA
Company
Insight Private Advisors Llc
Workplace
Director of Client Relations
Work History
Director of Client Relations
745 Rte #202, Bridgewater, NJ
Insight Private Advisors, LLC is a full-service financial and investment management company committed to a client-centric philosophy. We provide outstanding financial planning by diligently ...
Feb 2011 — Jan 2019
Property and Casualty Insurance Agent
Provide analysis, sales and servicing of Personal Lines Insurance (Auto, Home and Umbrella) and Commercial (Business Liability, Property, Auto and Workers Compensations).
from Mar 2011
Associate Producer, Lutcf
East Hanover, NJ) Developed and maintained client base. Met with clients and prospects to develop and strategize plans that met their financial security needs and goals. Evaluated client fin...
2009 — Feb 2011
Substitute Teacher
from Mar 2009
Senior Life Underwriter, Lutcf, Registered Representative
Newark, NJ
East Hanover, NJ – Retired) Developed and maintained extensive client base. Assisted hundreds of clients in developing strategies and plans which would meet their financial security needs an...
Dec 1987 — 2009
Assistant General Manager
Tampa, FL) Assisted with front office management for Tampa Tarpons (Class A minor-league baseball affiliate of Cincinnati Reds) including public relations, marketing, stadium operations, pro...
Jan 1986 — Nov 1987
Sports Correspondent
Gainesville, FL) Sports writing coverage of college and high school sports. Also covered Major League Old-Timers baseball game, hosted by the University of Florida in Gainesville; interviewe...
1981 — 1986
Assistant Youth Sports Program Director
Gainesville, FL) Assisted in the administration, coordination and supervision of youth recreational activities and sports within the city of Gainesville and surrounding communities.
1983 — 1985
Educational Aide
6401 Richards Ave, Santa Fe, NM 87508
Gainesville, FL) Assisted professors in teaching basic writing skills to college students in both classroom and writing lab settings.
1980 — 1983
Assistant Youth Sports Program Director
Gainesville, FL) Assisted in the administration, coordination and supervision of youth recreational activities and sports within the city of Gainesville. Also served as Head Coach of Youth B...
1979 — 1983
Cryptologic Technician and Technical
Operated computers and related equipment.
Top Secret security clearance.
Also served as Head Coach Men's Base Softball Teams.
Honorable Discharge.
1974 — 1978
Education
Occupations
Executive
Director
Chief Networking Officer
Accountant
Finance and Accounting Specialist
Operations Manager
Customer Relations
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Personal Finance
Coaching
Strategic Financial
Marketing
Variable Annuities
Public Speaking
Training
Fixed Annuities
Finance
Series 6
Insurance
Financial Services
Retirement Planning
Wealth Management
Sales
Mutual Funds
Property and Casualty
FAQs about Lutcf Paul A. Otis
What is the main profession of Lutcf Paul A. Otis?
The expert is a Director of Client Services.
What are the main profession of This expert?
These person's professions are Executive and Director
Where does Lutcf Paul A. Otis currently live?
Lutcf Paul A. Otis lives in Costa Mesa, California.
Where did Lutcf Paul A. Otis work?
This expert worked at Insight Private Advisors Llc, Aurora.
What education does Lutcf Paul A. Otis have?
Lutcf studied at the University of Florida from 1982 to 1986.
Are there any professional industries, that Lutcf Paul A. Otis is connected to?
This professional works in Financial Services industry.
What are the skills of Lutcf Paul A. Otis?
Lutcf Paul A. Otis has such skills as Estate Planning, Personal Finance, Coaching, Strategic Financial, Marketing, Variable Annuities, Public Speaking, Training, Fixed Annuities, Finance, and Series 6.