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Peggy Otter

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Peggy Otter

Vice President of Client Experience + Financial Operations | Ubiquity Retirement + Savings

Henderson, Nevada, United States

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Peggy Otter

Summary

Peggy Otter is a seasoned professional with a robust background in client experience and financial operations, currently serving as the Vice President at Ubiquity Retirement Savings. With a passion for leadership and growth, she excels in managing retirement planning and investments, demonstrating a keen ability to drive organizational success. Her extensive experience in the fintech sector has equipped her with a unique perspective on leveraging technology to enhance customer support and operational efficiency. Peggy is dedicated to empowering small businesses and their employees to secure their financial futures. She is known for her strategic thinking and commitment to fostering a transparent, flat-fee retirement savings experience. Beyond her professional achievements, Peggy is an advocate for continuous learning and professional development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Peggy Otter

Work Experience

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Vice President of Client Experience + Financial Operations at

Ubiquity Retirement + Savings

Present

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Vp Of Client Experience + Financial Operations at

Ubiquity Retirement + Savings

September 2023 - Present

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Senior Director Of Operations at

Ubiquity Retirement + Savings

August 2022 - Present

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Director Of Operations at

Ubiquity Retirement + Savings

January 2020 - August 2022

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Manager - Financial Operations at

Ubiquity Retirement + Savings

February 2019 - January 2020

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Manager - Transitions at

Ubiquity Retirement + Savings

July 2016 - February 2019

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Distribution Specialist at

Ubiquity Retirement + Savings

November 2014 - July 2016

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Operations Ii at

Verisight

April 2012 - November 2014

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Peggy Otter

Education

Frequently Asked Questions about Peggy Otter

What is Peggy Otter email address?

Peggy Otter's primary email address is ******@myubiquity.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peggy Otter work for?

Peggy Otter is a Vice President of Client Experience + Financial Operations at Ubiquity Retirement + Savings, a company specializing in Monetary Authorities-Central Bank.

Where Peggy Otter graduated from?

Peggy Otter holds a degree in from American River College.

How can I directly contact Peggy Otter?

To contact Peggy Otter directly, you can use the email address ******@myubiquity.com. Complete contact information is available upon registration with Muraena.

Who is Peggy Otter?

Peggy Otter is a seasoned professional with a robust background in client experience and financial operations, currently serving as the Vice President at Ubiquity Retirement Savings. With a passion for leadership and growth, she excels in managing retirement planning and investments, demonstrating a keen ability to drive organizational success. Her extensive experience in the fintech sector has equipped her with a unique perspective on leveraging technology to enhance customer support and operational efficiency. Peggy is dedicated to empowering small businesses and their employees to secure their financial futures. She is known for her strategic thinking and commitment to fostering a transparent, flat-fee retirement savings experience. Beyond her professional achievements, Peggy is an advocate for continuous learning and professional development.

Peggy`s contact details

mail

******@myubiquity.com

Colleagues

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Andrew Meadows

Senior VP of HR, Brand, + Culture

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Nasrin Mazooji

Chief Operating Officer

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Melissa Chery

VP of Demand Generation

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Anne De Martini

Vice President Of Product Development

Greg Munson

Sr. Vice President

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Chad Parks

Founder & CEO

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