Financial Advisor
CurrentHolistic financial planning and investment advisory firm.
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@chamberlin-group.com
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Brian "Odie" Otterstrom is listed as Financial Advisor at Sonder Financial Strategies, based in Helena, Montana, United States. AeroLeads shows a work email signal at chamberlin-group.com and a matched LinkedIn profile for Brian "Odie" Otterstrom.
Brian "Odie" Otterstrom previously worked as Public Relations | Community Outreach at Blue Cross And Blue Shield Of Montana and Government Affairs/Corporate Communications at Blue Cross Blue Shield Of Montana. Brian "Odie" Otterstrom holds Master Of Science (Ms), Family Financial Planning from Montana State University-Bozeman.
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I am dedicated to delivering the best possible service for my clients. I strive to provide a complete financial planning package that is custom designed to fit every individual's needs. How do I do this? I am a skilled coordinator and strategist proficient in contemporary communications. I strive to truthfully create a two-way conversation while delivering clear, concise financial direction. More importantly, I design financial plans that revolve around “listening” and then transform each individual's plan to meet their evolving needs and best position them for the long-term.Some of things I have accomplished? I have learned how to truly appreciate who I am, where I come from, the lessons I have learned in life, and the morals, values and work ethic my parents instilled in me. My goals for the future? Be a facilitating member of a cultural transformation towards a happier and healthier society.I enjoy making new professional associates. Please feel free to reach out if you would like to talk about business, politics or how the Minnesota Vikings will eventually win a Super Bowl.Disclosure:Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Listed skills include Financial Planning, Retirement Savings, Investments, College Savings Plans, and 29 others.
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A career timeline built from the work history available for this profile.
Helena, Montana
Holistic financial planning and investment advisory firm.
Helena, Montana
It was a great pleasure to be a member of a company focused on helping people lead healthier lives. I worked as a marketing representative doing Afordable Care Act education, lead our Native American outreach program, coordinated the company's grant and sponsorship program and oversaw the Blue Bear mascot program. As part of an amazing public relations team, we focused on constant, deliverable communications at the statewide, local and personal levels.
Helena Mt.
My role here at BCBSMT began as a Legislative Intern during the 2013 Session and evolved into a Public Relations Specialist.
Helena, Mt
I sharpened my customer service and time management skills in a fast-paced, high-end venue while developing relationships with a variety of professionals and executives. This restaurant was the ideal employment opportunity while attending college and expanding my education. While in Helena, stop by this locally-owned culinary treat and enjoy the savory cuts and expansive bar offerings. Truly "A Cut Above."
Helena Mt
I wrote a background informational piece for a soon-to-be-published book on urban redevelopment, re-tooled the language/layout for the business’ marketing brochure and updated the office filing system and layout. The people here at the GNTC are absolutly wonderful and dedicated professionals working to bring an uptown style to downtown Helena.
Havre Mt
Working for a small business in a small town gave me the opportunity to aquire and develop a wide variety of skills and abilities. I was able to interact with consumers at a very personal level and learn how to use marketing and advertising strategies to increase business production and sales. I was able to design different campaigns, utilize different products, and manage budgets in order to accomplish our goals. Holdens is THE place to go when you need, or just want, the best auto accessories for the right price.
Havre Mt.
Taking on the leadership of this struggling business was a challenging, yet eventually rewarding experience. I was able to bring together the past board and new recruits to create a new, innovative, and successful business model. It started with directing an “Under 35 Club" revival to bring in new business by creating an inviting place for younger consumers. By the end of my one-year term, we were able to successfully transform a negative balance into solvency.
Havre Mt
I used my newly developed business skills to help a stagnant business create a new strategic marketing plan and implement a new training program for the employees. By utilizing a public outreach design focused on crowd sourcing and networking, we were able to increase sales and provide additional jobs to the community.
Greater Salt Lake City Area
I was fortunate enought to be part of a growing company that was willing to train me in all of the in-house positions as well as give me my first management experience. I learned how to diagnose, re-design, and implement policy structures to correct poor business production and build a team dedicated to giving the customer the best possible dining experience.
Holistic financial services.
Minors: Communications, Sociology
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Brian "Odie" Otterstrom works for Sonder Financial Strategies.
Brian "Odie" Otterstrom is listed as Financial Advisor at Sonder Financial Strategies.
AeroLeads has found 1 work email signal at @chamberlin-group.com for Brian "Odie" Otterstrom at Sonder Financial Strategies.
Brian "Odie" Otterstrom is based in Helena, Montana, United States while working with Sonder Financial Strategies.
Brian "Odie" Otterstrom has worked for Sonder Financial Strategies, Blue Cross And Blue Shield Of Montana, Blue Cross Blue Shield Of Montana, Silver Star Steak Company, and Project Management | Great Northern Town Center.
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Brian "Odie" Otterstrom holds Master Of Science (Ms), Family Financial Planning from Montana State University-Bozeman.
Brian "Odie" Otterstrom is listed with skills including Financial Planning, Retirement Savings, Investments, College Savings Plans, Strategic Planning, Life Insurance, Risk Assessment, and Business Strategy.
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