Orlando Ferrer Email & Phone Number
Financial Advisor @ Savant Wealth Management
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Orlando Ferrer Location
- Lewes, DE, US
Orlando Ferrer Work
- Financial Advisor @ (July 2025 - Present)
- Associate Portfolio Advisor @ (January 2025 - July 2025)
- Senior Investment Associate @ (November 2021 - December 2024)
- Investment Associate @ (March 2017 - October 2021)
- Client Service Representative @ (March 2016 - February 2017)
- Case Design Analyst and Client Service Specialist @ Benson & Blackburn (formerly IMC, LLC) (March 2014 - November 2015)
- Finance Intern @ EFO Financial Group (May 2013 - August 2013)
- College Financial Representative (Intern) @ (May 2012 - August 2012)
Orlando Ferrer Education
- Florida Gulf Coast University
Bachelor’s Degree (Finance)
2011-2013
Orlando Ferrer Skills
- Microsoft Office
- Relationship Building
- Capital Markets
- Management
- Investments
- Communication
- Microsoft Excel
- Time Management
- Finance
- Economics
- Life And Health Insurance Licenses
- Customer Service
- Series 7
- Report Writing
Orlando Ferrer Summary
- Orlando Ferrer, based in Lewes, DE, US, is currently a Financial Advisor at Savant Wealth Management. Orlando Ferrer brings experience from previous roles at Northern Trust and Northern Trust Corporation. Orlando Ferrer holds a 2011 - 2013 Bachelor’s Degree in Finance @ Florida Gulf Coast University. With a robust skill set that includes Microsoft Office, Relationship Building, Capital Markets, Management, Investments and more. Orlando Ferrer has 2 emails and 2 mobile phone numbers on RocketReach.
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