Stephen Ortiz's Location
Danbury, CT, US
Stephen Ortiz's Work
- Financial Solution Advisor @ Merrill Edge
- Loan Specialist @ Municipal Credit Union
- Personal Banker @ Municipal Credit Union
- Associate @ McAdam Financial
- Auditor @ The Mark Luxury Hotel Prague
Stephen Ortiz's 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's Skills
- Microsoft Excel
- Microsoft Office
- Cashiers
- Bank Reconciliation
- Stock Market
- Stock Trading
- Stockbroking
- Investments
- Cash Flow
- Financial Risk
Stephen Ortiz's Summary
Stephen Ortiz, based in Danbury, CT, US, is currently a Financial Solution Advisor at Merrill Edge, bringing experience from previous roles at Municipal Credit Union, McAdam Financial and The Mark Luxury Hotel Prague. Stephen Ortiz holds a 2017 - 2018 Post gradute CFP in Financial Planning and Services @ NYU School of Professional Studies. With a robust skill set that includes Microsoft Excel, Microsoft Office, Cashiers, Bank Reconciliation, Stock Market and more, Stephen Ortiz contributes valuable insights to the industry. Stephen Ortiz has 1 email on RocketReach.
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