Anna Ortiz Email and Phone Number
Anna Ortiz work email
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Anna Ortiz personal email
Anna Ortiz phone numbers
Self-motivated and energetic young professional with proven experience in building customer relationships, analyzing and implementing effective business strategies along with focus on overall corporate development seeking an entry level position where these skills and strengths will contribute towards corporate growth and development. I am excited to graduate from Texas State University in December of 2019 representing the first one in my family to complete a bachelors degree. Through hard work and dedication to this mission I am proud to now begin my career in the corporate world and look forward to an exciting future. I provide exceptional customer service and hospitality to a wide range of clients. I am great at communicating and working well with others. I am bilingual, fluent in Spanish and I enjoy learning new cultures and traveling the world.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Investment ConsultantCharles Schwab May 2022 - Present
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Financial Services, Latin America InvestorTd Ameritrade Jun 2020 - May 2022· Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs for Spanish and English clients· Offer the best possible service and solution strategies by using my expertise and analytical thinking skills in an efficient manner· Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences. Attentive to clients' needs by offering appointments with Financial Consultants. -
High Level AssociateIn-N-Out Burger Jul 2016 - Jun 2020San Marcos, Tx·Analyze client transaction to ensure entry of order accurately entered into point-of-service computer system for use in generating efficient management reports ·Developed procedures and protocol for maintaining high levels of client support, including managing service related issues on a timely basis while building customer loyalty to generate increased revenue ·Support team members with effective use of resources to complete tasks on or before deadlines·Provide guidance and support to effectively train and mentor new employees for maximum performance and customer service -
Development InternThe Cooper Institute Jun 2016 - Aug 2016·Assisted management with the design and implementation of major fundraising events resulting in accomplishing contribution goals while promoting awareness of current projects·Analyzed donor information and created extensive excel spreadsheets to provide historical and demographic information to management for use in maintaining contact and further contributions ·Utilized market intelligence and awareness to generate accurate and effective information through researching, documenting, and utilizing client data to drive decisions and actions
Anna Ortiz Education Details
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Finance Major, International Business Minor. -
Associates Of Arts
Frequently Asked Questions about Anna Ortiz
What company does Anna Ortiz work for?
Anna Ortiz works for Charles Schwab
What is Anna Ortiz's role at the current company?
Anna Ortiz's current role is Investment Consultant at Charles Schwab.
What is Anna Ortiz's email address?
Anna Ortiz's email address is an****@****ade.com
What is Anna Ortiz's direct phone number?
Anna Ortiz's direct phone number is +146925*****
What schools did Anna Ortiz attend?
Anna Ortiz attended Texas State University, Cedar Valley College.
Who are Anna Ortiz's colleagues?
Anna Ortiz's colleagues are Richard Hawkins, Eric Ritossa Cfp®, Aams®,cmfc®, Natalie Yanez, Diane Jacobs, Stacey Worrell, Yan Zheng, Patye Weil.
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Anna Ortiz
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