David Ortiz Email & Phone Number
Business Development Representative - IAR @ SAM Wealth Management
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David Ortiz Location
- Dallas, TX, US
David Ortiz Work
- Business Development Representative - IAR @ (May 2025 - Present)
- Commercial Lines Account Executive @ (August 2023 - November 2024)
- Financial Risk Account Executive @ (June 2020 - August 2023)
David Ortiz Education
- University of Tampa
Bachelor of Science - BS (Finance, General)
2016-2020
David Ortiz Skills
- Commercial Insurance
- Financial Planning
- Customer Relationship Management (CRM)
- Financial Analysis
- Insurance
- Customer Service Management
- Salesforce.com
- Sales Operations
- Finance
- Accounting
- Customer Retention
- Sales Processes
David Ortiz Summary
- David Ortiz, based in Dallas, TX, US, is currently a Business Development Representative - IAR at Meristead Wealth. David Ortiz brings experience from previous roles at InsuranceHub Leavitt Agency and State Farm Agent. David Ortiz holds a 2016 - 2020 Bachelor of Science - BS in Finance, General @ University of Tampa. With a robust skill set that includes Commercial Insurance, Financial Planning, Customer Relationship Management (CRM), Financial Analysis, Insurance and more. David Ortiz has 1 emails on RocketReach.
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