JIMMY OTERO, BS, MBA
RIVERVIEW, FLORIDA 33578
PHONE: CELL 503-***-**** HOME 813-***-****
E-Mail: ***********@*****.***
Proficiencies
•Tacit knowledge of business operations, including strong interpersonal and organizational skills at the
international level.
•Fully bilingual - English and Spanish.
Employment Experience
2009 – Present Financial Foundation Group, Tampa, Florida
Executive Director: Leanna Cappucci 813-***-****
Financial Adviser: State of Florida Life and Variable Annuity License (0214):
Resident License Number: P2226760
Insurance and Financial product knowledge, including Mutual Funds, Equities, Variable
Annuities, 529 Plans, Retirement Plans and Life Insurance products.
Meet with clients to identify their investment opportunities, gather information about their
financial retirement goals and develop life-long relationships.
Identify cross-selling opportunities and make recommendations accordingly.
Manage the sales process through the entire lifecycle.
Service existing client accounts as an Account Manager.
Call upon multiple appointments: leads, referrals and direct calls.
2008 - 2009 Thermo-Fisher Scientific, Fremont, CA
Specialty Diagnostic Manager: Angela Miller
Field Service Engineer: installing, relocation and service calls.
2007 - 2008 Alpha Tech, Manati, Puerto Rico
Lead Engineer: Hector Alvarado 787-***-****
Process Validation Specialist: Process Validation and Technical Services for pharmaceutical
industry to comply with federal regulatory agencies and requirements of cGMP (current Good
Manufacturing Practices). Risk Analysis and Written Procedures – Protocol, FAT and PQ
2005 - 2006 United States Department of Agriculture-Natural Resources Conservation Service
State Administrator Officer: Lesley Kelly 503-***-****
Auditor: Farm Bill Program: Working alone or with a team, providing audits, analysis,
assistance and advice to Managers and Administration Staff regarding program performance,
payment and billing procedures.
•Evaluating documentation to determine EQIP and other Farm Bill program performance.
•Preparing audit programs or other work plans needed to guide field and staff efforts for proper
program delivery and payment.
1990 - 2004 Automatic Data Processing, Tampa, Florida
Branch Manager: Steve O'Steen 904-***-****
Senior Field Service Engineer: On site client training and client relations, providing technical
and business leadership to ethnically diverse areas of Florida, Caribbean, Central and South
America with the ability to work across business units.
Education
2000 - 2002 SAINT LEO UNIVERSITY, Saint Leo, Florida
Masters in Business Administration
Advanced graduate business studies, with concentration in Management