Raymond Ortiz Email & Phone Number

Partner @ Alpha FMC

View Raymond's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Raymond Ortiz Location

New York, NY, US

Raymond Ortiz Work

2025 -now Partner @
2017 -now Lecturer | Writer | Artist @ le maçon éclairé, LLC
2022 -2025 Managing Principal @
2018 -2022 Principal Consultant @
2017 -2018 Senior Consultant @
2013 -2017 Management Consultant - Wealth Management Advisory Practice @
2011 -2013 Portfolio Advisor, CRPC, CSNA @
2010 -2011 Vice President-Investments @
2009 -2010 Professor of Management (Adjunct) @
2007 -2010 Portfolio Manager, Financial Planning Specialist @
2006 -2007 Realtor-Associate @ Long Beach Island Real Estate
2005 -2006 Legal Intern @ Lama Law Firm, LLP

Raymond Ortiz Education

Rutgers University
Ph.D. (Pre-Doctoral Leadership Development Academy (2020 Cohort), Golden Key Society)
2011-2022
Rutgers Business School
Executive MBA (Finance & Accounting)
2012-2014
Cornell University - Cornell Institute for Public Affairs
M.P.A. (Order of Omega, National Scholars Honor Society, Lambda Upsilon Lambda, Cornell Public Affairs Society, Latino Graduate Student Coalition)
2004-2006
Cornell University
B.S. (Lambda Upsilon Lambda, LINK, SOL, BBMTA, Southside Community Center)
2000-2004
Southern Regional High School
Diploma (National Honors Society, Student Fundraising Committee)
1996-2000

Raymond Ortiz Skills

Wealth & Asset Management
Advisor & Client Experience
Platform Transformation
Executive Leadership
Sales
Guest Lecturing
University Lecturing
Philosophy
Art
Operational Excellence
Business Process Improvement
Wealth Management
Strategy
Management Consulting
Business Strategy
Project Management
Research
Investments
Portfolio Management
Financial Planning
Customer Relationship Management (CRM)
Finance
Financial Analysis
Economics
Accounting
Policy Analysis
Public Administration
Public Policy
Nonprofit Management
Political Science
Government
Microsoft Office
Leadership
Public Speaking
Team Building
Fundraising
Management
Public Management
Business Advisory
Case Analysis
Executive-level Communication
Writing Skills
Target Operating Model Design
Advisor Experience
Product Marketing
Strategic Planning
Strategic Initiatives
Operating Models
Investment Management
Budgeting
Written Communication
Consulting
Banking
Healthcare
Software
Customer Service
Services
Financial Advisory
Fiduciary
New York City
SEC
Social Justice
Variance Analysis
Market
Anti Money Laundering
Financial Data
Insurance
Technical Analysis
Community
Net
Investment Research
Streams
Structure
Honor
Oversight
Dia
Executive Positions
Business Administration
Dec Alpha
Programming
Thesis
Road
Uniform Combined State Law
Real Estate
Dispositions
SME
Offerings
Business Requirements
Assessment
Merrill Lynch
Design
Financial Statements
Coaching
Insurance Planning
Investment Portfolios
Science
Ocean
Outsourcing
Funding
Desktop Computers
Product Distribution
Columbus
Product Operations
Spanish
Health Law
Auditing
Dol
Coordinated
Cash Management
Source
Requirements Analysis
Qualifying Prospects
Salesforce.com
Human Resources
Execution
Methodology
Digital Strategy
Retirement Planning
Front Office
Stewardship
Capital Markets
Languages
Legal Writing
Forecasting
Acceptance Testing
Business Services
Relationship Management
Business Architecture
Demonstrated Experience
Offering
Reports
Asset Allocation
County
Solution Implementation
Sold
Strategies
User Acceptance Testing
Sophisticated
FINRA
Consolidation
Corporations
Testing
Piloting
Nonprofits
Founding
Asset Management
Training
Pricing Strategy
Policy
Strategic Leadership
Wealth
Orlando
Surveying
Financial Support
Road Map
Hispanic
Business Management
Documentation
Streamlining
Reporting
Crisis
Agriculture
Liaise
Loans
Analysis
Rivers
Campaigns
Automation
Constraints
Gamma
CPA
Test Planning
Segments
Omega
Profit and Loss
Retail
Space
Rehabilitation
FIX Protocol
Accountability
Managerial Finance
Client Services
Business Development
Life Sciences
Depreciation
Account Creation
Active
Quality Assurance
Operations
HTML
Risk Assessment
Visibility
Knowledge Transfer
Donations
Social Influence
Lifecycle Services
Business Case
Project Planning
Project
Measurements
ETFs
Exploring
Horizontal
Sales Presentations
Advocacy
Launch Strategies
CRPC
Brokers
Designations
Statistical Software
Scottish
Context
Computer Proficiency
Change Requests
Responsibility
Council
Chartered Financial Analyst
Customer Experience
Regulations
Client Work
International
Product Lines
Short Hills
Efficiencies
Biology
Portals
Portfolio
Trust
End to End
Branches
Structured Finance
Latino
Medical Malpractice
Tax
Cipa
New York
Reviews
Advocates
Academic
Regression Testing
Marketplace
Product Design
Financial Services
Human Rights
Compliance
Span
Trustees
Securities
Stata
Investment Strategies
Program Management
Test Cases
Proposal Writing
Tenacious
Interviews
Strategic Marketing
Onboarding
Current State Assessment
Invoicing
Trustee
CSS
Budgets
Public Affairs
Quarterly Reporting
Formulation
Customer Engagement
Risk
Trading
Technology Platforms
Health Insurance
Retirement
Mergers and Acquisitions
Transform
Recruiting
Series 7
Employee Benefits
Philanthropy
Inverse

Raymond Ortiz Summary

Raymond Ortiz, based in New York, NY, US, is currently a Partner at Alpha FMC. Raymond Ortiz brings experience from previous roles at le maçon éclairé, LLC and Capco. Raymond Ortiz holds a 2011 - 2022 Ph.D. in Pre-Doctoral Leadership Development Academy (2020 Cohort), Golden Key Society @ Rutgers University. With a robust skill set that includes Wealth & Asset Management, Advisor & Client Experience, Platform Transformation, Executive Leadership, Sales and more. Raymond Ortiz has 3 emails and 5 mobile phone numbers on RocketReach.