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Peggy Otter
Peggy Otter
Vice President of Client Experience + Financial Operations | Ubiquity Retirement + Savings
Henderson, Nevada, United States
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.
Peggy Otter
Work Experience
Vice President of Client Experience + Financial Operations at
Ubiquity Retirement + Savings
Present
Vp Of Client Experience + Financial Operations at
Ubiquity Retirement + Savings
September 2023 - Present
Senior Director Of Operations at
Ubiquity Retirement + Savings
August 2022 - Present
Director Of Operations at
Ubiquity Retirement + Savings
January 2020 - August 2022
Manager - Financial Operations at
Ubiquity Retirement + Savings
February 2019 - January 2020
Manager - Transitions at
Ubiquity Retirement + Savings
July 2016 - February 2019
Distribution Specialist at
Ubiquity Retirement + Savings
November 2014 - July 2016
Operations Ii at
Verisight
April 2012 - November 2014
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
******@myubiquity.com
Colleagues
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