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Elena Smirnov-Otis TEP CFP CLU

Advisor San Francisco Bay Area, US

Principal, Global Asset Protection Solutions. Also, helping a startup in health tech field.

Principal, Global Asset Protection Solutions. Also, helping a startup in health tech field.

followers
following
3 vouches

Involved In

Founder

SFERA-Russian-American Business and Professional Women Association

Advisor

Park Avenue Securities LLC (PAS)
Park Avenue Securities LLC (PAS)
National Association of Business Economics - Silicon Valley Roundtable
SFERA-Russian-American Business and Professional Women Association

Positions

Principal Global Asset Protection Solutions September 2014 - present
Broker Representative The Guardian Life Insurance Company of America (Guardian), New York NY. 2008 - present
Registered Representative and Financial Advisor Park Avenue Securities LLC (PAS) 2008 - March 2014
Board Member National Association of Business Economics - Silicon Valley Roundtable March 2011 - 2013
Co-Founder, Board Member SFERA-Russian-American Business and Professional Women Association January 2000 - 2011
Financial Representative Northwestern Mutual January 1999 - February 2008
Visiting Science Fellow Stanford University January 1996 - May 1996

Education

The American College Advanced life insurance planning 2003 - 2012
Moscow Academy of Management (Institut Upravleniya) Mosow Academy of Management, Russia 1982 - 1987

Interested In

Advisor With
  • • Crowdsourcing
  • • Healthcare channel sales
Markets of Interest
  • • Financial Services
  • • Hardware
  • • Music
  • • Small Businesses
  • • Social Impact

You Should Know About Me

Key Strengths

Fundraising • Financial planning • Exit Strategy • International business • Strategic Partnerships • Disability Insurance • Life Insurance • Wealth Management

Key Accomplishments

Not completed yet

3
Vouches Received

1
Vouches Given

Think Elena is awesome?
Vouch for them.

Narayan Mani
We worked together  •  CEO and Co-Founder, Hudooku.com. Previously Head of Biz Dev, Wipro.
Elena can think both strategically and ground up. Great resource to bounce ideas around with
Roger Royse
They're my friends  •  Mentor, Momentum Accelerator and Attorney, Royse Law Firm.
Elan is very knowledgeable about international financial markets
Narayan Mani
We worked together  •  CEO and Co-Founder, Hudooku.com. Previously Head of Biz Dev, Wipro.
Strategic thinker who can think big picture as well as ground up.

Marc Bookman
CEO, TrendLife, LLC. University of Chicago grad. University of Illinois at Urbana-Champaign grad.
Marc is an experienced, serial entrepreneur (with a CPA and investment banking background). I think startup companies will benefit from his ... vast knowledge, his international connections, and no-nonsense approach to business.