Amber Ortiz Email & Phone Number
Senior Private Client Advisor @ City National Bank
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Amber Ortiz Location
- California, United States
Amber Ortiz Work
- Senior Private Client Advisor @ (May 2014 - Present)
- Private Client Advisor @ Union Bank & Santa Barbara Bank & Trust (February 2009 - May 2014)
- Premier Client Manager @ (April 2008 - February 2009)
- Assistant Branch Manager @ Washington Mutual (April 2002 - April 2008)
Amber Ortiz Education
- UC Santa Barbara
Certified Financial Planner
2011-2012 - UC Santa Barbara
BA (International Studies with an emphasis in Socio-Economics & Politics, Minor in Women Studies)
2001-2005
Amber Ortiz Skills
- Commercial Lending
- Private Banking
Amber Ortiz Summary
- Amber Ortiz, based in California, United States, is currently a Senior Private Client Advisor at City National Bank. Amber Ortiz brings experience from previous roles at Union Bank & Santa Barbara Bank & Trust, Bank of America and Washington Mutual. Amber Ortiz holds a 2011 - 2012 Certified Financial Planner @ UC Santa Barbara. With a robust skill set that includes Commercial Lending, Private Banking and more. Amber Ortiz has 3 emails and 1 mobile phone numbers on RocketReach.
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