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Chief Executive Officer
Aldian Otto is a dynamic and accomplished entrepreneur, finance expert, innovative executive with extensive leadership and business development experience within highly competitive markets, who has carved a path of success through his unwavering determination, and passion for helping others achieve financial prosperity. His journey into finance began with his honorable service in the U.S. Army, specializing in finance and accounting. Aldian's entrepreneurial spirit shines through as he has created over 1000 job opportunities and generated millions across a spectrum of professions, including over 20 years of experience in Finance, Real Estate, Sales and Investing.
Business Consultant
Anthony is a seasoned business consultant whose extensive thirty-year career has been marked by a dedication to the growth and success of start-ups and small businesses. His vast experience spans a multitude of sectors, including affordable housing development, business management, franchising, financial services, business credit building, and capital acquisition. This diverse background equips Anthony with a comprehensive understanding of the unique challenges that businesses face, enabling him to provide tailored solutions and strategic guidance. With his extensive expertise and unwavering dedication, Anthony continues to be a beacon of support and a catalyst for success for small businesses and entrepreneurs.
Executive Assistant
Claudia has had a distinguished career in technology and finance, with a degree in Computer Science and 15 years of experience. Her experience in the finance industry began when she became a Senior Fraud Specialist for JP Morgan Chase, where she honed her skills in client relations and branch management. She later transitioned to digital marketing and advertising, where she excelled in various roles, including Account Manager, Process Trainer, and Business Development Manager. Throughout her career, Claudia has consistently sought to enhance her knowledge and skills, completing various trainings and certifications to stay up to date in her field. Her success can be attributed to her skills and attitude towards work. The values of Dedication, Hard Work, Integrity, and Commitment are something she is proud to wear every single day.
Business Development Manager
Meet TJ, a seasoned professional with over 20 years of experience in accounting, finance, and tax preparation across diverse industries. Known for his meticulous attention to detail and strategic financial planning, TJ has navigated complex financial landscapes with precision and efficiency. Throughout his career, TJ has worked with businesses in manufacturing, retail, healthcare, and technology, adapting his expertise to meet the unique needs of each sector. As a skilled professional, he stays abreast of changing laws, helping clients minimize liabilities and maximize resources. Beyond his technical skills, TJ is a trusted advisor, known for his transparent communication and commitment to client success. He actively gives back to his community, embodying the values of service and stewardship.
Business Development Manager
Driven by a diverse career spanning over two decades, George brings a wealth of experience and expertise in sales, customer service, and strategic development to the table. His journey began in the dynamic automotive industry, where I honed my skills in Sales. Over my tenure there, I fostered relationships with clients, and provided top-notch service, setting the benchmark for customer satisfaction. His journey into the financial sector as a Loan Originator provided him with invaluable insights into financial management and client relations. Guiding customers through the loan process, where He facilitated seamless transactions, earning trust and loyalty through transparent communication and personalized service. Driven by a passion for innovation and a commitment to excellence, He is now poised to leverage his multifaceted expertise in business development. With a proven track record of driving growth, forging strategic partnerships, and delivering exceptional results, He is prepared to contribute to the success and expansion of The Otto Firm
Business Development Manager
Elijah stands as a paragon of entrepreneurial spirit; He is an unwavering advocate for operational excellence. With a career spanning over two decades, Elijah has consistently exemplified remarkable leadership and innovation, carving a path of success through his unyielding determination and passion for corporate operations at the highest echelons. Elijah, a seasoned professional who has over 20 years of experience in the corporate sector. His expertise in marketing and strategic planning is just a part of his success. He is also committed to philanthropy and community service, championing economic literacy initiatives in underserved communities. His values are centered on healthcare and community empowerment, with a focus on hard work and resilience.
Senior IPO Advisor
With over 15 years of experience in the alternative capital marketing industry, He is the alternative capital consultant for The Otto Firm: A global Business capital consulting firm that helps clients access smart and innovative capital solutions via public stock exchanges. Gavin has a proven track record of delivering successful results across various sectors and regions, globally. He continues to work closely with Stock Exchanges, investors and companies to expand partnerships and opportunities to facilitate alternative IPO deals. His focus is working with companies, investors, communities and stock exchanges to deliver the best alternative IPO deal to the public markets. He relies on comprehensive data, insights and innovative consulting to raise and allocate Intelligent Capital(IC) to help clients succeed in diverse markets, globally.
Advisor
Jonathan has a career spanning technology and business management. His professional experience is a blend of technical operations, division management, strategic planning, business development,product management, and product creation; all with an eye towards "let’s build something new” while managing risk. Jonathan’s career has allowed him to be in positions that drove the introduction of products to markets looking for something new. With 25+ years in Satellite Communications and Broadcast his work at companies like GTE Spacenet, GlobeCast America (a France Telecom Company),and Globecomm Systems, have included the following select career achievements:
Advisor & Lead Expert
Mike Owen is an Advisor and Lead Generation expert for The Otto Firm. He has been a business matchmaker, connector and networking consultant in South Florida and He has worked with a few fortune 500 companies prior to starting his own businesses in 2000. He has spent over 24 years in marketing consulting, 24 years in event production and 8 years in real estate sales, and 4 hours connecting startups to funding. He is known as one of the top business connectors in Florida, as a result of him producing over 600 events in this time period. Providing access, education and experience has been the name of the game for him and why he has been a trusted advisor in matchmaking clients to a few hundred million dollars in deals. He has a keen understanding in networking people in business and sifting through the right opportunities for his clients.
Accountant & Funding Specialist
Alexis Burgner is a highly experienced accounting and tax professional with extensive expertise in construction and real estate. A seasoned tax preparation expert, she brings over 20 years of experience and expertise to help individuals and businesses navigate the complexities of tax regulations. Alexis has also managed 62 Million of grants & contracts, worked at CPA firms where she managed over 20 Million in Construction and Real Estate. She thrives on helping others understand complex matters. She is committed to upholding the highest standards of professionalism and excellence in all of her work.
Accountant
Hyacinth is a seasoned Accountant renowned for her expertise in accounting and tax preparation. With over 9 years in accounting and business management, she is dedicated to honing her accounting skills. Hyacinth possesses a wealth of practical experience. Certified in QuickBooks, Xero, and SAP, she is widely recognized as a trusted authority among Clients seeking expert financial management. Known for her adept analysis of business data and strategic counsel, Hyacinth is deeply committed to delivering excellence in her work and facilitating the success of her clients.
Asset Finance Manager
Tex has a passion for helping individuals and companies achieve their Goals of Funding and refinancing Real estate. He brings over 20 years of experience and over $500M in funding in the Real Estate industry. He is a seasoned veteran in helping clients refinance, or securing asset-based financing for investment, Steve is the man for the job. His strong relationships with a network of lenders allow him to access a wide range of residential & commercial or asset-based products with competitive rates, ensuring that his clients receive the best possible terms. He prides himself on attention to detail, integrity, and commitment to providing exceptional customer service every step of the way.
Business Strategist
Isna Jean-Louis, a seasoned professional in the financial industry, brings a wealth of expertise to the table with her extensive background in mortgage, tax, and financial planning. Her experience spans over 23 years, during which she has excelled in providing comprehensive mortgage solutions, tax and business strategies to a diverse clientele. Isna's commitment to financial literacy and empowerment is evident in her approach to client consultations, where she combines her deep knowledge with a personalized touch. Her ability to simplify complex financial concepts and deliver tailored advice has made her a trusted advisor in the industry.
Business Strategist
Introducing Paola, a dedicated and detail-oriented professional with extensive experience in financial center operations, lending, and risk management, specifically honed for the nuanced world of taxes and financials. With a solid foundation in loan underwriting, auditing, and securitization audits, Paola possesses the expertise needed to navigate intricate financial landscapes with precision and efficacy. Throughout her career journey, Paola has consistently demonstrated a results-focused approach, delivering exceptional outcomes while juggling multiple responsibilities in fast-paced, deadline-driven environments. Her adeptness in supervision and training makes her not only a motivational leader but also an active participant in team endeavors, inspiring others to achieve their objectives.
Certified Financial Planner
Monique is a versatile and accomplished financial professional with a deep-rooted passion for healthcare management. Over the years, she has successfully blended her financial expertise with a profound understanding of the healthcare industry to drive innovation, financial stability, and operational excellence. She has a clear vision: to empower businesses and individuals to thrive in an era of change and innovation. Her consulting style is founded on principles of excellence, innovation, and client-focused solutions. Her deep expertise, and client-focused approach make her a trusted partner for healthcare leaders seeking to enhance their operations and deliver superior care. Her educational journey includes a Master of Business Administration as well as a Bachelor of Science in Business Management. This academic background has underpinned her ability to excel in both the financial and healthcare domains. Her dedication to quality performance and communication skills, both written and oral, allows her to lead by example and contribute positively to any team or organization.
Director of Digital Services
John Riley, a distinguished leader with over 15 years of experience in the technology industry, is the Director of Digital Services. He leads strategic initiatives that align technology with business goals, enhancing business operations and customer experiences. With expertise in e-commerce, mobile applications, cloud computing, data analytics, and cybersecurity, Riley has successfully driven numerous digital projects, enhancing organizational performance. His visionary approach and leadership skills have been key factors in his success as a digital services director. His ability to drive innovative digital solutions that align with business goals has been instrumental in enhancing organizational performance and driving success.
Graphic/Web Designer
Jared C. is a seasoned graphic and web designer with over 6 years of experience in the field. Holding a college degree in BSIT, he has honed his skills and creativity to craft visually appealing designs that leave a lasting impact. Throughout his career, Jared has worked with clients across the globe. His expertise has been particularly sought after by amazing clients, where he has always delivered outstanding design solutions. Jared remains passionate about design and continues to create compelling visuals that resonate with audiences.in the system. Jared designs all things The Otto Firm.
