Steven Ortiz Email & Phone Number
Vice President, National Accounts at Mutual of America Financial Group @ Mutual of America
Steven Ortiz's Location
New York, NY, US
Steven Ortiz's Work
- Vice President, National Accounts at Mutual of America Financial Group @ Mutual of America
- Account Executive @ Mutual of America
- Financial Adviser @ Citi
Steven Ortiz's Education
- Pace University - Lubin School of Business
Bachelor of Business Administration - BBA (Marketing)
- Hunter College
Master of Arts - MA (Urban Studies/Affairs)
Steven Ortiz's Skills
- Series 6
- Retirement
- Strategic Financial Planning
- Series 7
- Securities
- Insurance
- Investments
- Series 63
- Retirement Planning
- Employee Benefits
Steven Ortiz's Summary
Steven Ortiz, based in New York, NY, US, is currently a Vice President, National Accounts at Mutual of America Financial Group at Mutual of America Financial Group, bringing experience from previous roles at Mutual of America and Citi. Steven Ortiz holds a Bachelor of Business Administration - BBA in Marketing @ Pace University - Lubin School of Business. With a robust skill set that includes Series 6, Retirement, Strategic Financial Planning, Series 7, Securities and more, Steven Ortiz contributes valuable insights to the industry. Steven Ortiz has 3 emails and 1 mobile phone number on RocketReach.
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