Vice President - Center Manager @ (July 2023 - February 2026)
Relationship Manager @ (April 2021 - July 2023)
Private Banker, Assistant Vice President @ (May 2015 - March 2021)
Executive Assistant @ National Pacific Corporation (January 2013 - June 2014)
Loan Admin and Loan Processor @ The Bank of Santa Barbara (December 2009 - January 2013)
Travis Ortega Education
Kaplan University
Travis Ortega Skills
Private Banking
Private Wealth Management
Loans
Banking
Credit
Finance
Retail Banking
Series 6
Series 63
Life Insurance
Sales
Mortgage Lending
Commercial Real Estate
Financial Planning
Retirement Planning
Credit Risk
Travis Ortega Summary
Travis Ortega, based in Los Angeles, CA, US, is currently a Vice President, Private Banking at City National Bank. Travis Ortega brings experience from previous roles at Citizens Business Bank, First Republic Bank, Union Bank and National Pacific Corporation. Travis Ortega holds a Kaplan University. With a robust skill set that includes Private Banking, Private Wealth Management, Loans, Banking, Credit and more. Travis Ortega has 2 emails and 2 mobile phone numbers on RocketReach.
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