Miguel Orta Email & Phone Number
Concierge, Strategic Partnerships @ Urban Catalyst
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Miguel Orta Location
- Austin, TX, US
Miguel Orta Work
- 2021 -now Concierge, Strategic Partnerships @
- 2019 -2020 Sales Consultant, Financial Services @
- 2017 -2018 Vice President of Capital Markets @ Alternative Investment Firm
- 2016 -2017 Business Strategy and Sales Consultant @ Independent Contractor
- 2015 -2016 Key Strategic Partnerships - Api and White Label Solutions @
- 2012 -2015 Director, Annuity Sales @ NFP Advisor Services
- 2011 -2012 Regional Consultant - Northeast US @
- 2009 -2011 Financial Advisor @ Five Star Advisor Partners
- 2005 -2009 Premium Wealth Management Consultant @
- 2004 -2005 Securities Licensed Personal Banker @
- 2003 -2004 Investment Representative @
Miguel Orta Education
- Ohio State University
Bachelors (Economics)
1998-2003
Miguel Orta Skills
- Morningstar
- Microsoft Office
- Strategic Partnerships
- Marketing Strategy
- Finance
- Securities
- Business Development
- Wealth Management
- Life Insurance
- B2b Marketing Strategy
- Budget Management
- Relationship Management
- Mutual Funds
- Project Management
- Financial Services
- Microsoft Excel
- Insurance
- CRM
- Retirement Planning
- Strategic Planning
- Financial Planning
- Investment Advisory
- Retirement
- Sales
- Strategy
- Asset Allocation
- Variable Annuities
- New Business Development
- Financial Advisory
- Series 63
- Estate Planning
- Portfolio Management
- Marketing
- Business Strategy
- Series 7
- Salesforce.com
- Annuity Sales
- Investments
- Fixed Annuities
- Leadership
- Alternative Investments
- Broker Dealer
- Rias
- Wholesale
- Equities
- Banking
- Public Speaking
- Training and Development
- Consultative Selling
- Relationship Development
- Pipeline Management
- Sales Trainings
Miguel Orta Summary
- Miguel Orta, based in Austin, TX, US, is currently a Concierge, Strategic Partnerships at Urban Catalyst Fund. Miguel Orta brings experience from previous roles at Trinet, Alternative Investment Firm, Independent Contractor and World First. Miguel Orta holds a 1998 - 2003 Bachelors in Economics @ Ohio State University. With a robust skill set that includes Morningstar, Microsoft Office, Strategic Partnerships, Marketing Strategy, Finance and more. Miguel Orta has 1 emails and 1 mobile phone numbers on RocketReach.
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