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 @ Walser Wealth Management
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2014 - 2023 Manager, New Accounts and Cashiering @ JW Cole Financial
2007 - 2014 Manager, BD Operations @ INVEST Financial Corporation
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Lucy Ortiz Skills

Management
Operations Management
Marketing

Sales Management
Sales
Accounting
Project Management
Investments
Microsoft Excel
Inventory Management

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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.

Lucy Ortiz Emails

Found 1 emails

@walserwealth.com

Lucy Ortiz Phone Numbers

Found 2 phone numbers

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Top Walser Wealth Management Employees

Julia Allen

Chief Operations Officer | Head of Business Development at Walser Wealth Management

Tampa, FL, US
2
- walserwealth.com
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- +1 813-621-XXXX
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Elizabeth Rogers

Business Development Manager at Walser Wealth Management

Tampa, FL, US
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Trevor Mann

Portfolio Manager at Walser Wealth Management

Tampa, FL, US
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Ryan Muzzo

Financial Planner at Walser Wealth Management

Clearwater, FL, US
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- +1 256-652-XXXX
Russell Becker

Strategic Wealth Advisor at Walser Wealth Management

Tampa, FL, US
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- +1 605-390-XXXX
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Maya Paul

Marketing Specialist at Walser Wealth Management

Florida, United States
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Gabriel Jung

Financial Advisor at Walser Wealth Management

Tampa, FL, US
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Andrew Rodriguez

Financial Advisor at Walser Wealth Management

United States
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Shannon Stophel

Client Service Coordinator at Walser Wealth Management

Florida, United States
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- +1 727-773-XXXX
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Grant Shelnut

Financial Advisor at Walser Wealth Management

Tampa, FL, US
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Julie Brown

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