Gehrin Ortiz's Location
Agoura Hills, CA, US
Gehrin Ortiz's Work
- Vice President @ Charles Schwab
- District Sales Manager @ Paychex
- Financial Advisor @ Wells Fargo
Gehrin Ortiz's Education
- California Polytechnic State University
Bachelor Of Science (Finance)
1997 - 2000
Gehrin Ortiz's Skills
- Investments
- Retirement Planning
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Financial Services
- Commercial Lending
- Small Business
- Finance
- Financial Planning
Gehrin Ortiz's Summary
Gehrin Ortiz, based in Agoura Hills, CA, US, is currently a Vice President at Charles Schwab, bringing experience from previous roles at Paychex and Wells Fargo. Gehrin Ortiz holds a 1997 - 2000 Bachelor Of Science in Finance @ California Polytechnic State University. With a robust skill set that includes Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial Planning and more, Gehrin Ortiz contributes valuable insights to the industry. Gehrin Ortiz has 6 emails and 1 mobile phone number on RocketReach.
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