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Travis Ortega Location
Los Angeles, CA, US
Travis Ortega Work
2026 -now Vice President, Private Banking @
2023 -2026 Vice President - Center Manager @
2021 -2023 Relationship Manager @
2015 -2021 Private Banker, Assistant Vice President @
2013 -2014 Executive Assistant @ National Pacific Corporation
2009 -2013 Loan Admin and Loan Processor @ The Bank of Santa Barbara
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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