Jeff Ortiz Email & Phone Number
Senior Vice President
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Jeff Ortiz Location
- Los Angeles, CA, US
Jeff Ortiz Work
- Senior Vice President @ Ocean Park Partners (January 2019 - Present)
- President and CEO @ JRO Wealth Management (January 2015 - January 2019)
- Senior Vice President, Investments @ (September 2011 - January 2015)
- President @ (January 2010 - September 2011)
- Senior Vice President @ (May 2007 - January 2010)
Jeff Ortiz Education
- UCLA
Jeff Ortiz Skills
- Asset Managment
- Banking
- Brokerage
- Corporate Finance
- Credit
- Due Diligence
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- Investment Strategies
- Investments
- Performing
- Retirement Planning
- Return on Investment
- Series 7
- Trend Analysis
- Valuation
- Wealth Management
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 Asset Managment, Banking, Brokerage, Corporate Finance, Credit and more. Jeff Ortiz has 1 emails and 1 mobile phone numbers on RocketReach.
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