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Jeff Otis

Member since: Aug 06, 2009
Last activity: Oct 21, 2009

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Jeff Otis

Jeff Otis
Investment Advisor Representative

Evergreen Capital Management

Bellevue, Washington 98004

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GTalk: jeffreyotis

About Jeff

We help manage the stock and bond investments of high net-worth individuals and corporations.

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Jeff's recent activity

Jeff joined Gayle Kendall's network

Oct 20, 2009
Jeff joined Julie Metteer's network

Oct 15, 2009
Jeff joined Matt Heinz's network

Oct 15, 2009
Jeff joined Elizabeth Case's network

Oct 14, 2009
Jeff joined Claudia Wicks's network

Oct 14, 2009
Jeff joined Ashley Harris, RD, CD's network

Oct 14, 2009
Jeff joined Brian Jones's network

Oct 13, 2009
Jeff updated Jeff's needs

Oct 05, 2009

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Jeff's locations

Bellevue, Washington 98004

What Jeff needs now

Partnerships with local CPA's who would be interested and willing to endorse us to their affluent clients.

Updated 1 week ago

Jeff's activity stats

Invited 0 members
0 referrals given
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Last activity: Oct 21, 2009
Profile last updated: Oct 13, 2009
Member since: Aug 06, 2009