Jonathan Ortega Email & Phone Number
Financial Advisor @ Corebridge Financial
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Jonathan Ortega Location
- Florida, United States
Jonathan Ortega Work
- Financial Advisor @ (September 2025 - Present)
Jonathan Ortega Education
- University of Massachusetts Amherst
Bachelor of Arts - BA (Economics)
2017-2020 - Northern Essex Community College
Associate of Arts (A.A.) (GS: Individualized Option (UMA Transfer))
2016-2017
Jonathan Ortega Skills
- AUM Development
- Account Management
- Advisor Outreach
- B2C
- Brightscope
- Business Development
- Cold Calling
- Consultative Selling
- Customer Relationship Management (CRM)
- Data Analytics
- DiscoveryData
- Finance
- Financial Advisory
- Financial Services
- Helping Clients
- High-Net-Worth Individuals (HNWI)
- Investment Strategies
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Word
- New Business Development
- Sales
- Sales Operations
- Sales Pipeline Management
- Sales Processes
- Sales Prospecting
- Salesforce.com
- Seismic
- Tableau
- Teamwork
- Time Management
- Warm Calling
- ZoomInfo SalesOS
Jonathan Ortega Summary
- Jonathan Ortega, based in Florida, United States, is currently a Financial Advisor at Corebridge Financial. Jonathan Ortega holds a 2017 - 2020 Bachelor of Arts - BA in Economics @ University of Massachusetts Amherst. With a robust skill set that includes AUM Development, Account Management, Advisor Outreach, B2C, Brightscope and more. Jonathan Ortega has 2 emails and 2 mobile phone numbers on RocketReach.
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