Jeff Ortiz's Location
Los Angeles, CA, US
Jeff Ortiz's Work
- Senior Vice President @ Ocean Park Partners
- President and CEO @ JRO Wealth Management
- Senior Vice President, Investments @ Raymond James
- President @ Ortiz Capital Management
- Senior Vice President @ Morgan Stanley
- Senior Vice President @ New York Fitness
- Associate Director @ The Savoir Club - Executive Knowledge Sharing
Jeff Ortiz's Education
- UCLA
Jeff Ortiz's Skills
- Investments
- Investment Strategies
- Finance
- Financial Services
- Wealth Management
- Asset Managment
- Due Diligence
- Valuation
- Series 7
- Brokerage
Jeff Ortiz's Summary
Jeff Ortiz, based in Los Angeles, CA, US, is currently a Senior Vice President at Ocean Park Partners, bringing 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 contributes valuable insights to the industry. Jeff Ortiz has 2 emails on RocketReach.
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