We found the following information about Rocio Ortega at We Family Offices, where this expert has worked as a Partner at We Family Offices since 2014. Rocio's total work experience is over 14 years, during which time Rocio Ortega had at least seven jobs at different companies to develop skills. Rocio studied at the Baylor University from 1995 to 1999. This expert received the following certifications: Certified Financial Planner (Cfp), Certificate In Financial Planning, and Fundamentals of Alternative Investments. Rocio Ortega is skilled in Spanish. Miami, Florida is the place where Rocio Ortega presently lives. Find this expert's current phone number and email through SoftwareOfficial search.
Name variants:
Rocio Ortega
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ro**@wefamilyoffices.com, ro**@gmail.com
Location
Miami, FL
Company
Workplace
Colleagues
Work History
Partner at We Family Offices
701 Brickell Ave SUITE 2100, Miami, FL 33131
WE Family Offices is a different kind of family office working to change the wealth management industry, one wealth enterprise at a time. WE's unique approach is based on the principle that ...
from Apr 2014
Relationship Officer - Latin America
388 Greenwich St, New York, NY 10013
Partnered with the banker in covering 40 ultra-high net worth client relationships across Latin America with approximately $600MM in assets under management. Primary contact for 8 of the rel...
Sep 2010 — Apr 2014
Associate Banker
270 Park Ave, New York, NY 10010
Supported two bankers in covering 192 client relationships in all facets of wealth management, from initiating the sales process to closing new business and providing ongoing client manageme...
Mar 2008 — Aug 2010
International Relationship Officer
270 Park Ave, New York, NY 10010
Provided high quality, high touch services to Private Banking clients recommending solutions tailored to their needs. Managed daily client transactions and inquiries accurately, within estab...
Oct 2005 — Mar 2008
Assistant To the President
60 east 42Nd St SUITE 3100, New York, NY 10165
Prepare monthly performance reports for the firms Limited Partnership. Designed & maintain a database of new spin-off and de-listing companies.
Sep 2004 — Sep 2005
Investment Specialist
Hired as operations and sales assistant and promoted in 2001 to an Investment Specialist. Assisted owner in managing over $50M in assets. Specialized in re-balancing client portfolios, monit...
Mar 2001 — Aug 2004
Education
1995 — 1999
Occupations
Executive
Partner
Lawyer
Advocate
Accountant
Finance and Accounting Specialist
Financial Broker
Banker
Chief Executive
Jurist
Legal Counsel
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Wealth Management
Banking
Portfolio Management
Mutual Funds
Strategic Financial Planning
Valuation
Credit
Private Banking
Securities
Wealth Management Services
Financial Services
Fixed Income
Investment Banking
Equities
Business Planning
Capital Markets
Investment Management
Fx Options
Relationship Management
Investments
Asset Allocation
Asset Management
Certified Financial Planner
Esg
Impact Investing
Strategic Leadership
Sustainability
Values Aligned Investment
Conference Speaking
Coaching and Mentoring