Paul Ortner Email & Phone Number
CEO and CIO @ Concentric Wealth Advisors LLC
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Paul Ortner Location
- Portland, OR, US
Paul Ortner Work
- CEO and CIO @ Concentric Wealth Advisors LLC (October 2015 - Present)
- President @ Ortner Venture Group, LLC (May 2000 - Present)
- President @ Concentric Investment Group, LLC (January 2000 - Present)
- Practice Limited to Endodontics, President @ (January 1995 - Present)
Paul Ortner Education
- Van Tharp Institute
Super Trader Program (Finance)
2009-2012 - Boston University School of Medicine
CAGS in Endodontics (Endodontics)
1991-1993 - University of the Pacific
DDS (Dentistry)
1987-1990 - University of the Pacific
Biology (Economics, Science, Economics, Psychology)
1984-1987 - Crystal Springs Uplands School 1979-1984
Paul Ortner Skills
- Dental Education
- Equities
- Investments
- Hedge Funds
- Leadership
- Strategic Planning
- Dentistry
- Mergers & Acquisitions
- Strategy
- Business Development
- Entrepreneurship
- Management
- Marketing
- Marketing Strategy
- Public Speaking
- Selling
- Sales
- Start-ups
- Training
- Executive Management
- Customer Service
- Portfolio Management
- New Business Development
- Analysis
- Business Strategy
- Sales Management
- Trading
- Start Ups
- Program Management
- Project Management
- Mergers and Acquisitions
Paul Ortner Summary
- Paul Ortner, based in Portland, OR, US, is currently a CEO and CIO at Concentric Wealth Advisors LLC. Paul Ortner brings experience from previous roles at Ortner Venture Group, LLC, Concentric Investment Group, LLC and Pacific Endodontics, PC. Paul Ortner holds a 2009 - 2012 Super Trader Program in Finance @ Van Tharp Institute. With a robust skill set that includes Dental Education, Equities, Investments, Hedge Funds, Leadership and more. Paul Ortner has 1 emails and 4 mobile phone numbers on RocketReach.
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