Overview
Work History
Education
Skills
Certification
Timeline
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Richard Otipoby

Denver,CO

Overview

22
22
years of professional experience
1
1
Certification

Work History

Investment Advisor and business owner

LPL Financial
01.2022 - Current
  • Manage and retain my investment business portfolio
  • Build strong relationships with existing/future clients and community
  • Security licenses, Series 6 and 63/life, health, long term care

Financial Advisor

Transamerica
01.2010 - 01.2022

Operations Manager, Department Head, and Manager on Duty

Home Depot
01.2003 - 01.2010
  • Oversaw store day to day operations
  • Managed 100-150 employees
  • Customer service

Education

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Oklahoma State University

Skills

  • Relationship building
  • Team leadership
  • Client/vendor relations
  • Great customer service skills
  • Project management
  • Problem solving
  • Communication
  • Positive attitude
  • Computer/technology literate
  • Dependable

Certification

Security licenses, Series 6 and 63

Timeline

Investment Advisor and business owner

LPL Financial
01.2022 - Current

Financial Advisor

Transamerica
01.2010 - 01.2022

Operations Manager, Department Head, and Manager on Duty

Home Depot
01.2003 - 01.2010

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Oklahoma State University
Richard Otipoby