Otis Powell

Institutional Sales and Relationship Manager

 

Contact

otis.powell@pfmam.com
704.998.8352 office

Education
B.S. in Business Studies
University of North Carolina at Greensboro

Professional Designations or Licenses
FINRA Series 7, 63, 52, 79

Started with PFMAM: 2025

Started in the Field: 2025

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Otis Powell is an Institutional Sales and Relationship Manager based in Charlotte, North Carolina. He joined the firm in July 2025 and brings over 15 years of financial industry experience. Otis works with public-sector clients in the Mid-Atlantic region, with a focus on North Carolina. He markets investment advisory services and supports regional investment initiatives.

Otis earned a Bachelor of Science in Business Studies from the University of North Carolina at Greensboro.
 

Contact

otis.powell@pfmam.com
704.998.8352 office

Education
B.S. in Business Studies
University of North Carolina at Greensboro

Professional Designations or Licenses
FINRA Series 7, 63, 52, 79

Started with PFMAM: 2025

Started in the Field: 2025

Print/Save as PDF

Download Vcard