Shannon Lee Otterbeck
Director of Research - Equity at Cetera Investment Management LLC
Network origin in Shannon Lee Otterbeck first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs.
12
| Subsidiary | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Shannon Lee Otterbeck via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Portfolio Manager-Equities | |
| Greenbook Investment Management, Inc. | Director of Research - Equity Head-Equity Investments | ||
| AUDIOEYE, INC. | Internet Software/Services | Founder | |
Transamerica Financial Advisors, Inc.
 Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Director of Research - Equity | |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Investment Managers | Trading-Equity | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity | |
| Boston University | College/University | Undergraduate Degree | |
Liberty Financial Group, Inc. (Hatfield, Pennsylvania)
 Liberty Financial Group, Inc. (Hatfield, Pennsylvania) Finance/Rental/LeasingFinance Part of United Community Banks, Inc., Liberty Financial Group, Inc. is a company based in Hatfield, PA. The company provides direct financing and leasing for all types of new and used essential commercial equipment. For more information, customers can call 800-422-1844. | Finance/Rental/Leasing | Analyst-Equity | |
Cetera Investment Services LLC
 Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Investment Banks/Brokers | Director of Research - Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Graduate Degree Undergraduate Degree | |
| Columbia College (California) | College/University | Undergraduate Degree | |
| Grove City College | College/University | Corporate Officer/Principal | |
| Texas A&M University | College/University | Graduate Degree | |
| Indiana University | College/University | Graduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
| St. Cloud State University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of California, Riverside | College/University | Masters Business Admin | |
| Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
| KRISPY KREME, INC. | Food Distributors | Analyst-Equity | |
| American University in Bulgaria | College/University | Undergraduate Degree | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chief Tech/Sci/R&D Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin |
Statistics
International
| United States | 29 |
| Israel | 2 |
| Bulgaria | 2 |
Sectoral
| Consumer Services | 18 |
| Finance | 10 |
| Technology Services | 2 |
| Commercial Services | 2 |
| Distribution Services | 2 |
Operational
| Investment Committee Member | 12 |
| Portfolio Manager-Equities | 11 |
| Undergraduate Degree | 10 |
| Analyst-Equity | 9 |
| Director of Research - Equity | 6 |
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