2015 -2016 Managing Director - Foundational Risk Management @
2014 -2015 Managing Director - Capital Adequacy and Risk Analysis @
2014 -2014 Assistant Vice President - Head of The Wholesale Credit Risk Center @
2013 -2014 Risk Management Team Leader @
2011 -2013 Risk Management Consultant @
2009 -2011 President and Chief Investment Officer @ Beacon Ridge Capital Management
2003 -2009 Senior Portfolio Manager @ Vanderbilt Capital Advisors LLC
2002 -2003 Director @ Meritus Asset Management LLC
1996 -2002 Partner @ Asset Allocation & Management Company
1993 -1996 Investment Analyst @
David Ortiz Education
University of Chicago
MBA (Finance)
1997-2000
Miami University
Bachelors of Science (Business, Finance)
1989-1993
EARJ 1981-1986
EARJ - Escola Americana do Rio de Janeiro 1981-1986
David Ortiz Skills
Chartered Financial Analyst
Fixed Income
Structured Finance
Credit
ABS
Credit Analysis
Portfolio Management
Bonds
Structured Products
Capital Markets
CDO
Loans
Securities
Investments
Credit Risk
Risk Management
Investment Management
Leadership
Business Analysis
Finance
Microsoft Excel
Analysis
Market Risk
David Ortiz Summary
David Ortiz, based in United States, is currently a Chief Auditor at Huntington National Bank. David Ortiz brings experience from previous roles at Huntington National Bank, BMO Financial Corp. and BMO Financial Corporation. David Ortiz holds a 1997 - 2000 MBA in Finance @ University of Chicago. With a robust skill set that includes Chartered Financial Analyst, Fixed Income, Structured Finance, Credit, ABS and more. David Ortiz has 4 emails and 2 mobile phone numbers on RocketReach.
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