Jeffrey Ortega's Location
California, United States
Jeffrey Ortega's Work
- Senior Client Service Administrator @ Rowling & Associates LLC
- Registered Client Service Specialist @ Charles Schwab
- Registered Client Service Specialist @ Vanguard
- Brokerage Associate @ Vanguard
- Education Savings Associate @ Vanguard
- Client Relationship Associate @ Vanguard
- Teller @ Wells Fargo
Jeffrey Ortega's Education
- New Mexico State University
Bachelor of Business Administration (BBA) (Finance and International Business)
2004 - 2007 - Eastern New Mexico University2002 - 2003
Jeffrey Ortega's Skills
- Investments
- Financial Services
- Customer Service
- Asset Allocation
- Equities
- Banking
- Series 63
- Series 6
- Financial Analysis
- Financial Planning
Jeffrey Ortega's Summary
Jeffrey Ortega, based in California, United States, is currently a Senior Client Service Administrator at Rowling & Associates LLC, bringing experience from previous roles at Charles Schwab and Vanguard. Jeffrey Ortega holds a 2004 - 2007 Bachelor of Business Administration (BBA) in Finance and International Business @ New Mexico State University. With a robust skill set that includes Investments, Financial Services, Customer Service, Asset Allocation, Equities and more, Jeffrey Ortega contributes valuable insights to the industry. Jeffrey Ortega has 7 emails and 1 mobile phone number on RocketReach.
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