Lucy Ortiz Email & Phone Number
New Business Associate @ Walser Wealth Management
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Lucy Ortiz Location
- Tampa, FL, US
Lucy Ortiz Work
- New Business Associate @ (October 2023 - Present)
- Manager, New Accounts and Cashiering @ JW Cole Financial (April 2014 - October 2023)
- Manager, BD Operations @ (June 2007 - April 2014)
Lucy Ortiz Skills
- Management
- Operations Management
- Marketing
- Sales Management
- Sales
- Accounting
- Project Management
- Investments
- Microsoft Excel
- Inventory Management
- Banking
- Team Leadership
- Retail
- Financial Analysis
- Logistics
- Shipping
- Merchant Accounts
Lucy Ortiz Summary
- Lucy Ortiz, based in Tampa, FL, US, is currently a New Business Associate at Walser Wealth Management. Lucy Ortiz brings experience from previous roles at JW Cole Financial and INVEST Financial. With a robust skill set that includes Management, Operations Management, Marketing, Sales Management, Sales and more. Lucy Ortiz has 1 emails and 2 mobile phone numbers on RocketReach.
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