Shannon Otterbeck

Director, Research Strategy and Development

Shannon Otterbeck is primarily responsible for managing the day-to-day business functions of the Research Department, implementing business initiatives, plans and procedures. She oversees the publishing of hundreds of financial market commentaries and communications per year for advisors and investors.

Shannon has more than 15 years of industry experience. Prior to joining Cetera Investment Management, she served as the Vice President and Senior Product Manager for First Allied Asset Management where she played a vital role facilitating growth in sales through the coordination of various aspects of marketing, advisor and wholesaler support, and advisory operations.

She earned her bachelor’s degree from the University of Florida and holds Series 7 and 65 securities registrations.