Daniel Ortega Email
Associate Wealth Advisor @ Stratos Private Wealth
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Daniel Ortega Location
- San Diego, CA, US
Daniel Ortega Work
- Associate Wealth Advisor @ (June 2026 - Present)
- Wealth Management Intern @ (March 2026 - June 2026)
Daniel Ortega Education
- San Diego State University
Bachelor of Science - BS (Finance / Personal Financial Planning Certificate)
2026
Daniel Ortega Skills
- Analytical Skills
- Capital Markets Analysis
- Communication
- Finance
- Independent Thinking
- Marketing Strategy
- Negotiation
- Organization Skills
- Price Setting
- Problem Solving
- Regulatory Requirements
- Risk Assessment
- Sales
- Strategic Thinking
- Strategy
- Teamwork
Daniel Ortega Summary
- Daniel Ortega, based in San Diego, CA, US, is currently a Associate Wealth Advisor at Stratos Private Wealth. Daniel Ortega brings experience from previous roles at Mercer Advisors. Daniel Ortega holds a Bachelor of Science - BS in Finance / Personal Financial Planning Certificate @ San Diego State University. With a robust skill set that includes Analytical Skills, Capital Markets Analysis, Communication, Finance, Independent Thinking and more. Daniel Ortega has 1 emails on RocketReach.
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