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Javier Otero Perez Email & Phone Number
Co-Founder
at
Malti Marketing
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✓ Verified Jul 2026
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Javier Otero Perez is listed as Co-Founder at Malti Marketing, based in Durham, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Javier Otero Perez.
Javier Otero Perez previously worked as Transition Consultant at Advisor Transition Services and Director of Transitions at Concurrent Investment Advisors. Javier Otero Perez holds Bachelor Of Science - Bs, Public Administration from Florida State University.
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Malti Marketing
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Profile bio
About Javier Otero Perez
Hello! I’m Javier, a dedicated and dynamic Transition Consultant with nearly a decade of experience in project management within the financial advisory sector. My journey has been marked by significant milestones, including the major transition of over $5 billion in assets under management at Concurrent Investment Advisors. This role honed my skills in navigating complex compliance landscapes and enhancing operational systems to support financial advisors and their teams.I take pride in my ability to deploy tools like Asana and SalesForce to streamline processes, connect departments, and reduce errors—efforts that have strengthened our operations and minimized oversight significantly. My professional mantra is all about collaboration, efficiency, and driving projects to fruition with a keen eye on strategic goals.Outside of the office, I enjoy Tampa Bay Rays Baseball, traveling across the country, and spending time with my family!
Current workplace
Javier Otero Perez's current company
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Malti Marketing
Website
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6 roles · 8 years
Javier Otero Perez work experience
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Transition Consultant
As a Transition Consultant & Content Strategist at Advisor Transition Services (ATS), I play a dual role in guiding financial advisors through the complexities of transitioning their book of business while also shaping thought leadership in the industry. This position combines strategic consulting, operational support, and content creation to enhance the experience of financial advisors and elevate ATS’s presence as a trusted partner in advisor transitions.
Director Of Transitions
Concurrent Investment Advisors
Working closely with financial advisors during one of the most impactful moments in their career, I assist in the smooth transition process of an advisors book of business. I ensure that an advisors’ road to independence is painless, and overall, successful.
Dec 2021 - Nov 2023
Traveling Transition Consultant
Assisting financial advisor and their teams transition their books of business over to the Raymond James platform.
2019 - Dec 2021
Asset Management Specialist
Handled and operated high volume trades through the use of company systems.Responsible for the processing of mutual funds, equities, UITs, options, and bonds.Follow mandated procedures set forth by FINRA and SEC – as well as internal compliance regulations.Responsible for assuring quality service to money managers, financial advisors, and brokers.Accustom to operating in a fast paced environment whilst maintaining accuracy in processing.Proficient with Microsoft Office; specifically Excel, Outlook, and Access.
May 2018 - Nov 2019
Cost Basis Associate
Managed multiple projects simultaneously, as well as completing cost basis related items ensuring completion within department standards.Applied Cost Basis Accounting methods for new accounts. Verified information across several corporate systems to warrant validity.Communicated with financial advisors, as well as internal departments.Extensive use with creating and utilizing Excel spreadsheets.Managed a multitude of daily responsibilities within the office.
Jun 2017 - Sep 2017
2 education records
Javier Otero Perez education
Bachelor Of Science - Bs, Public Administration
Minor, Economics
FAQ
Frequently asked questions about Javier Otero Perez
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What company does Javier Otero Perez work for?
Javier Otero Perez works for Malti Marketing.
What is Javier Otero Perez's role at Malti Marketing?
Javier Otero Perez is listed as Co-Founder at Malti Marketing.
Where is Javier Otero Perez based?
Javier Otero Perez is based in Durham, North Carolina, United States while working with Malti Marketing.
What companies has Javier Otero Perez worked for?
Javier Otero Perez has worked for Malti Marketing, Advisor Transition Services, Concurrent Investment Advisors, and Raymond James.
How can I contact Javier Otero Perez?
You can use AeroLeads to view verified contact signals for Javier Otero Perez at Malti Marketing, including work email, phone, and LinkedIn data when available.
What schools did Javier Otero Perez attend?
Javier Otero Perez holds Bachelor Of Science - Bs, Public Administration from Florida State University.
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