Stephen Ortiz Email & Phone Number
Vice President Private Client Advisor @ J.P. Morgan
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Stephen Ortiz Location
- Armonk, NY, US
Stephen Ortiz Work
- 2025 -now Vice President Private Client Advisor @
- 2024 -2025 Financial Consultant @
- 2018 -2024 Financial Solution Advisor @
- 2014 -2018 Loan Specialist @
- 2017 -2017 Associate @
- 2014 -2015 Personal Banker @
- 2014 -2014 Auditor @
Stephen Ortiz Education
- NYU School of Professional Studies
Post gradute CFP (Financial Planning and Services)
2017-2018 - Metropolitan College of New York
Master of Business Administration - MBA (Financial Planning and Services)
2015-2017 - University at Buffalo School of Management, The State University of New York
Bachelor’s Degree (Finance)
2011-2014 - Monsignor Scanlan High School
High School (Business/Managerial Economics)
2006-2010
Stephen Ortiz Summary
- Stephen Ortiz, based in Armonk, NY, US, is currently a Vice President Private Client Advisor at J.P. Morgan. Stephen Ortiz brings experience from previous roles at Fidelity Investments, Merrill Lynch, Municipal Credit Union and McAdam Financial. Stephen Ortiz holds a 2017 - 2018 Post gradute CFP in Financial Planning and Services @ NYU School of Professional Studies. Stephen Ortiz has 2 emails and 1 mobile phone numbers on RocketReach.
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