Rocio Ortega Email & Phone Number
Partner @ WE Family Offices
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Rocio Ortega Location
- Miami, FL, US
Rocio Ortega Work
- Partner @ (April 2014 - Present)
- Relationship Officer - Latin America @ Citi Private Bank (September 2010 - April 2014)
- Associate Banker @ JPMorgan Private Bank (March 2007 - September 2010)
- International Relationship Officer @ JPMorgan Private Bank (Latin America) (October 2005 - March 2007)
- Assistant to the President @ (September 2004 - September 2005)
- Investment Specialist @ Kirsch & Associates (March 2001 - August 2004)
- Operations and Sales Assistant @ Kirsch & Associates (June 2000 - March 2001)
Rocio Ortega Education
- Baylor University - Hankamer School of Business
BBA (Economics and International Business)
1995-1999
Rocio Ortega Skills
- Wealth Management
- Banking
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Valuation
- Credit
- Private Banking
- Securities
- Wealth Management Services
- Financial Services
- Fixed Income
- Investment Banking
- Equities
- Business Planning
- Capital Markets
- Investment Management
- FX Options
- Relationship Management
- Investments
- Asset Allocation
- Asset Management
- Certified Financial Planner
- ESG
- Impact Investing
- Strategic Leadership
- Sustainability
- Values-Aligned Investment
- Conference Speaking
- Coaching & Mentoring
Rocio Ortega Summary
- Rocio Ortega, based in Miami, FL, US, is currently a Partner at WE Family Offices. Rocio Ortega brings experience from previous roles at Citi Private Bank, JPMorgan Private Bank, JPMorgan Private Bank (Latin America) and Robotti & Company. Rocio Ortega holds a 1995 - 1999 BBA in Economics and International Business @ Baylor University - Hankamer School of Business. With a robust skill set that includes Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial Planning and more. Rocio Ortega has 2 emails and 1 mobile phone numbers on RocketReach.
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