Client Service Account Manager, Vice President @ (November 2015 - April 2025)
Client Service Consultant, Officer @ (August 2015 - November 2015)
ETF Operations, Account Manager @ (July 2014 - August 2015)
Income Specialist II @ (March 2013 - July 2014)
Income Specialist @ (January 2011 - March 2013)
Accounting Department @ (October 2010 - January 2011)
Ryan Ortega Education
University of Massachusetts Dartmouth
Bachelor's (Finance)
2006-2010
University of Massachusetts Boston
Master of Business Administration - MBA (Business Administration and Management, General)
Ryan Ortega Skills
Finance
Accounting
Time Management
Management
Microsoft Excel
Customer Service
Investments
Financial Services
Mutual Funds
Research
Corporate Actions
Fixed Income
Bloomberg Terminal
ETFs
Client Co-ordination
PowerPoint
Microsoft Office
Microsoft PowerPoint
Ryan Ortega Summary
Ryan Ortega, based in Boston, MA, US, is currently a Vice President, ETF Relationship Manager at U.S. Bank. Ryan Ortega brings experience from previous roles at J.P. Morgan and State Street. Ryan Ortega holds a 2006 - 2010 Bachelor's in Finance @ University of Massachusetts Dartmouth. With a robust skill set that includes Finance, Accounting, Time Management, Management, Microsoft Excel and more. Ryan Ortega has 3 emails and 1 mobile phone numbers on RocketReach.
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