Management

Management Profiles

Deborah A. Castellani, CFA

Ms. Castellani is a Principal and Senior Strategist with OTB Strategic Consulting, Inc. Prior to coming to OTB, she worked her way up the ladder and into management positions including Chief Operating Officer, Sales/Marketing/Business Development Director, Senior Portfolio Manager/Analyst, and Sr. Compliance Officer. Ms. Castellani was instrumental in the creation and successful growth of a $1.8 billion investment and mutual fund company.

 

Ms. Castellani’s understand business not only from a day to day perspective, but also as a Chartered Financial Analyst (CFA), the premier global investment designation. She also has her bachelor’s degree in Finance and Economics from Chapman University. Read more in my LinkedIn profile.

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William C. Conrad, JD

William (Bill) Conrad is a Principal and Senior Fiduciary Strategist with OTB Strategic Consulting, Inc. and has extensive experience in P&L management, operations, financial leadership and strategic planning. He has developed corporate strategies and carried out the execution that has guided companies through rapid-growth from local to national recognition.

 

He has successfully increased assets to $1.8 Billion in one Company and $2.2 Billion in the other Company. His line budget responsibilities have been in excess of $75 Million. He has over 40 years of experience as a Regulator and Senior Line Manager accountable for all aspects of directing and guiding a corporate entity. He holds a JD and BS Degree in Economics/Business. Read more in my LinkedIn profile.

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