Manuel Ortiz's Location
Orlando, FL, US
Manuel Ortiz's Work
- Vice President, Banker @ J.P. Morgan
- Vice President - Financial Consultant @ Charles Schwab
- Planning Consultant @ Charles Schwab
- Investment Consultant @ Charles Schwab
- Asset Transition Specialist @ Charles Schwab
- Account Manager @ TD
Manuel Ortiz's Education
- University of Central Florida
Master of Business Administration - MBA
2019 - 2021 - Rollins College
BA (Economics)
2010 - 2012
Manuel Ortiz's Skills
- Microsoft Excel
- Microsoft Office
- Financial Analysis
- Project Management
- Customer Service
- Strategic Planning
- PowerPoint
- Microsoft Word
- Banking
- Investments
Manuel Ortiz's Summary
Manuel Ortiz, based in Orlando, FL, US, is currently a Vice President, Banker at J.P. Morgan Private Bank, bringing experience from previous roles at Charles Schwab. Manuel 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, Manuel Ortiz contributes valuable insights to the industry. Manuel Ortiz has 2 emails and 1 mobile phone number on RocketReach.
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