Jeff Ortiz Location
- Los Angeles, CA, US
Jeff Ortiz Work
- 2019 -now Senior Vice President @ Ocean Park Partners
- 2015 -2019 President and CEO @ JRO Wealth Management
- 2011 -2015 Senior Vice President, Investments @
- 2010 -2011 President @
- 2007 -2010 Senior Vice President @
- 2001 -2007 Senior Vice President @
- 1993 -2001 Associate Director @
Jeff Ortiz Education
- UCLA
Jeff Ortiz Skills
- Investments
- Investment Strategies
- Finance
- Financial Services
- Wealth Management
- Asset Managment
- Due Diligence
- Valuation
- Series 7
- Brokerage
- Financial Advisory
- Banking
- Return on Investment
- Trend Analysis
- Performing
- Financial Modeling
- Financial Analysis
- Credit
- Retirement Planning
- Corporate Finance
Jeff Ortiz Summary
- Jeff Ortiz, based in Los Angeles, CA, US, is currently a Senior Vice President at Ocean Park Partners. Jeff Ortiz brings experience from previous roles at JRO Wealth Management, Raymond James, Ortiz Capital Management and Morgan Stanley. Jeff Ortiz holds a UCLA. With a robust skill set that includes Investments, Investment Strategies, Finance, Financial Services, Wealth Management and more. Jeff Ortiz has 1 emails and 1 mobile phone numbers on RocketReach.
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