Manny Ortiz Email & Phone Number
Managing Partner @ Occidental Asset Management
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Manny Ortiz Location
- Orlando, FL, US
Manny Ortiz Work
- 2025 -now Managing Partner @
- 2024 -2025 Vice President, Banker @
- 2012 -2024 Vice President - Financial Consultant @
- 2012 -2012 Business Banker @
Manny Ortiz Education
- University of Central Florida
Master of Business Administration - MBA
2019-2021 - Rollins College
BA (Economics)
2010-2012
Manny Ortiz Skills
- Microsoft Excel
- Microsoft Office
- Financial Analysis
- Project Management
- Customer Service
- Strategic Planning
- PowerPoint
- Microsoft Word
- Banking
- Investments
- Business Analysis
- Strategic Financial Planning
- Business Strategy
- Negotiation
- Insurance
- Lotus Notes
- Spanish
- Account Management
- Sales
- Finance
- Marketing
- Financial Modeling
- Financial Services
- Loans
- Credit
- Coaching
- Financial Planning
- Strategic Financial
Manny Ortiz Summary
- Manny Ortiz, based in Orlando, FL, US, is currently a Managing Partner at Occidental Asset Management. Manny Ortiz brings experience from previous roles at J.P. Morgan Private Bank, Charles Schwab and TD Bank Group. Manny Ortiz holds a 2019 - 2021 Master of Business Administration - MBA @ University of Central Florida. With a robust skill set that includes Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service and more. Manny Ortiz has 2 emails and 2 mobile phone numbers on RocketReach.
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