Max Ortiz Location
- California, United States
Max Ortiz Work
- 2025 -now Wealth Consultant @
- 2021 -2025 Director, Private Wealth Advisor @
- 2017 -2021 Private Client Manager, Senior Vice President @
- 2014 -2017 Associate @
- 2012 -2014 Analyst @
- 2010 -2012 Portfolio Administrator @
Max Ortiz Education
- University of California, Santa Cruz
Bachelors (Political Science and Government)
2005-2009
Max Ortiz Skills
- Banking
- Portfolio Management
- Global Macro
- Market Analysis
- Asset Managment
- Back Office
- Leadership
- Fixed Income
- Bloomberg
- Hedge Funds
- Mutual Funds
- Asset Management
- Securities
- Equities
- Financial Modeling
- Financial Analysis
- Valuation
- Investments
- Microsoft Excel
Max Ortiz Summary
- Max Ortiz, based in California, United States, is currently a Wealth Consultant at First Citizens Bank. Max Ortiz brings experience from previous roles at Silicon Valley Bank, Bank of America Private Bank and Hall Capital Partners LLC. Max Ortiz holds a 2005 - 2009 Bachelors in Political Science and Government @ University of California, Santa Cruz. With a robust skill set that includes Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment and more. Max Ortiz has 3 emails and 2 mobile phone numbers on RocketReach.
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