Elizabeth Anne Ottersberg

Employer firm

Process Design Capital Management LLC CRD 170789

$78.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Process Design Capital Management Llc
  Scottsdale, AZ

Previous Registrations

• 2013-08-02 → 2014-07-22
  Vora Wealth Management, Pllc
  Scottsdale, AZ
  Flagstaff, AZ
• 2011-09-02 → 2012-07-31
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-13
• S63 Uniform Securities Agent State Law Examination
  1999-02-23

Other Names

• Beth Dugan
• Elizabeth Anne Ottersberg
• Elizabeth Anne Dugan
• Elizabeth A. Dugan