Kevin Ortiz Email & Phone Number
Vice President, Propel @ Unity Partners
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Kevin Ortiz Location
- Dallas, TX, US
Kevin Ortiz Work
- Vice President, Propel @ (February 2025 - Present)
- President @ (April 2023 - February 2025)
- Portfolio Company President @ Teamshares (March 2023 - February 2025)
- VP, Corporate Development @ NextPoint Financial (April 2021 - December 2022)
- Manager, Strategy and Risk @ (November 2019 - April 2021)
- Senior Analyst @ (December 2016 - November 2019)
- Treasury Manager @ SCS, LP (January 2016 - December 2016)
- Senior Analyst @ SCS, LP (June 2014 - December 2016)
Kevin Ortiz Education
- SMU Cox School of Business
Master of Business Administration - MBA (Strategy & Entrepreneurship)
- NYU Stern School of Business
Bachelor's (Finance, International Business)
Kevin Ortiz Skills
- Analysis
- Corporate Finance
- Credit Analysis
- Equities
- Financial Analysis
- Financial Modeling
- Financial Projection
- Financial Statement Analysis
- Research
- Strategy
- Valuation
- International Business
- Consulting
- Market
- Insurance
- Allocating
- Financial Modelling &Amp
- Figures
- Bone Marrow
- Market Research
- Baseball
- Finance
- Return on Investment
- Construction
- Real Estate
- IRR
- Cancer
- Canadian
- Film
- Management
- MMA
- Feasibility Studies
- Science
- Key Performance Indicators
- Spanish
- Aid
- Accounting
- Blood
- Capital IQ
- Distressed Debt
- Portfolio Management
- Languages
- Bloomberg
- Reports
- Template
- Sold
- Microsoft Office
- Budgeting
- Corporations
- Microsoft Excel
- Financial Goals
- Nonprofits
- Microsoft Power Point
- Bankruptcy
- Business Management
- Streamline
- Rto
- Argo
- Reporting
- DCF Valuation
- Loans
- Craft Beer
- P&L
- Handling Money
- Ledger
- R
- NPV
- Majors
- DCF
- Middle Market
- Controllers
- Business Expansion
- Management Accounting
- Modeling
- Suite
- Marketing
- Credit
- Investor Presentations
- Apparel
- Donor Management
- Accounts Receivable
- Financial Statement
- Presentations
- Responsibility
- International
- Fantasy Sports
- Portfolio
- Decks
- New York
- Investments
- Service Organizations
- Fitness
- Dallas
- Consumer Services
- Business Objects
- Expense Allocation
- Business Planning
- Analytics &Amp
- Decision Making
- Budgets
- Financial Transactions
- Business Strategy
- Due Diligence
- Conceptual Modeling
- Mergers and Acquisitions
- Recruiting
- Americas
Kevin Ortiz Summary
- Kevin Ortiz, based in Dallas, TX, US, is currently a Vice President, Propel at Unity Partners. Kevin Ortiz brings experience from previous roles at Aloha Pool Service, Teamshares, NextPoint Financial and Pathward. Kevin Ortiz holds a Master of Business Administration - MBA in Strategy & Entrepreneurship @ SMU Cox School of Business. With a robust skill set that includes Analysis, Corporate Finance, Credit Analysis, Equities, Financial Analysis and more. Kevin Ortiz has 4 emails and 1 mobile phone numbers on RocketReach.
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