Lucy Ortiz Email & Phone Number
New Business Associate @ Walser Wealth Management
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Lucy Ortiz Location
- Tampa, FL, US
Lucy Ortiz Work
- 2023 -now New Business Associate @
- 2014 -2023 Manager, New Accounts and Cashiering @ JW Cole Financial
- 2007 -2014 Manager, BD Operations @
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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