Jaime Ortiz

Vice President - Independent Financial Advisor at Mora Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Skills

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Bio

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Experience

  • Mora Wealth Management
    • Vice President - Independent Financial Advisor
      • Aug 2018 - Present
  • The Venezuelan American Endowment for the Arts
    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Vice President - Board of Directors
      • Oct 2019 - Present
  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Client Advisor
      • Apr 2016 - Aug 2018

    • Associate Banker
      • Jul 2013 - Apr 2016

    • Private Bank Analyst
      • Jun 2010 - Jun 2013

      Latam PB

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Analyst
      • Jun 2009 - Dec 2009
  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Institutional Sales Desk Intern
      • Aug 2007 - Jan 2008

Education

  • Universidad Pontificia Comillas
    E4, International Business
    2006 - 2010
  • Northeastern University
    Bachelor of International Business, Finance, General
    2006 - 2010

Community

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