Steven Ortega Email & Phone Number
Wealth Manager and COO
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Steven Ortega Location
- Norwalk, CT, US
Steven Ortega Work
- Wealth Manager and COO @ Guidelight Financial (May 2011 - Present)
- Registered Principal @ (May 2013 - Present)
- Professional Affiliate @ Westport Resources (March 2009 - May 2013)
- Vice President @ (January 2003 - March 2009)
Steven Ortega Education
- Queens College
Steven Ortega Skills
- 401k
- Asset Management
- Asset Managment
- Defined Benefit
- Etfs
- FINRA
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- IRA Rollovers
- IRAs
- Investments
- Management
- Profit Sharing
- Retirement
- Retirement Planning
- SEP
- Securities
- Small Business
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Wealth Management Services
Steven Ortega Summary
- Steven Ortega, based in Norwalk, CT, US, is currently a Wealth Manager and COO at Guidelight Financial. Steven Ortega brings experience from previous roles at Cambridge Investment Research, Westport Resources and Banc of America Investment Services. Steven Ortega holds a Queens College. With a robust skill set that includes 401k, Asset Management, Asset Managment, Defined Benefit, Etfs and more. Steven Ortega has 2 mobile phone numbers on RocketReach.
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