Jaime Ortiz Email & Phone Number
Director @ Global Wealth
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Jaime Ortiz Location
- Miami, FL, US
Jaime Ortiz Work
- 2023 -now Director @
- 2019 -2022 Wealth Management Advisor @
- 2017 -2018 Director - Registered Representative @
- 2017 -2017 Executive Director - Private Bank @
- 2013 -2017 Banker - Private Bank LATAM @
- 2010 -2013 Vice President - Private Bank LATAM @
- 2004 -2009 Vice President – Latin America Global Relationship Banking @
- 2001 -2004 Vice President – Latin America Credit Risk Management @
- 1996 -2001 Resident Vice President – Corporate Bank Branch Head @
Jaime Ortiz Education
- Northwestern University - Kellogg School of Management
MBA (Finance and Marketing)
1992-1994 - Universidad Iberoamericana, Ciudad de México
Bachelor of Engineering - BE (Industrial Engineering)
1984-1989
Jaime Ortiz Skills
- Commercial Banking
- Banking
- Investment Banking
- Credit
- Financial Risk
- Financial Services
- Management
- Change Management
- Financial Modeling
- Cash Management
- Credit Analysis
- Valuation
- Hold Series 7
- Latin America
- LATAM
Jaime Ortiz Summary
- Jaime Ortiz, based in Miami, FL, US, is currently a Director at Global Wealth. Jaime Ortiz brings experience from previous roles at Bulltick, Intercam Securities Inc, Julius Baer and Itaú Private Bank. Jaime Ortiz holds a 1992 - 1994 MBA in Finance and Marketing @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Commercial Banking, Banking, Investment Banking, Credit, Financial Risk and more. Jaime Ortiz has 2 emails and 2 mobile phone numbers on RocketReach.
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