Bernardo Ortegon Email & Phone Number

San Antonio, TX, US

United States

San Antonio, TX

Help Seniors of all income levels transition into retirement, especially the transition from Employee Group Health to Medicare Insurance Plans / Supplements. Conduct various presentations and meetings pertaining to the Senior Market regarding the different facets of Medicare.

San Antonio, TX

As a Commercial Property Appraiser, represents the Appraisal District in reviewing, negotiating, and settling market value disputes with Agents / Property Owners during formal hearings and arbitrations.➣ Charged with the accurate and uniform mass appraisal of a territory with a combined market value of >$2B.➣ Achieved a settlement rate with Agents /.

San Antonio, TX

As a Business Personal Property Appraiser, conducted impartial assessments of market areas and statistics regarding specific properties. Analyzed data and developed property value estimates, following government and generally accepted appraisal guidelines. Assisted with training and mentoring of new hires.➣ Documented on-site assessments with photographs.

San Antonio, TX

Hired as a Residential Appraiser with minimal previous experience appraising properties. Leveraged extensive ability to interpret, understand, and apply applicable rules, regulations, statutes, policies, and procedures of generally accepted appraising practices. Inspected properties and gathered data from Property Owners.➣ Attained the Registered.

San Antonio, TX

Led daily operations of a high-volume retail salon as part of a market-leading national franchise. Supervised eight FTEs providing full salon services, including hair cutting, shampooing, coloring, perming, waxing, and styling.➣ Instrumental in increasing annual sales by 33%, resulting in the sales of the franchise at a premium in 2019.➣ Responsible for.

San Antonio, TX

As a Senior Specialist, supported Wealth Managers and Trust Relationship Officers, including data analysis, business development, customer onboarding, customer relationship management, and problem resolution.➣ Collaborated with the Wealth Management Operations team to create efficient process flows between departments while maintaining a seamless process.

San Antonio, TX

Brought on board as a Financial Advisor as an integral financial services team member in a fast-paced call center environment. Assisted leadership with training and mentoring peers and new hires. ➣ Helped clients articulate long-term financial and family goals by creating customized plans to position clients for optimal personal and financial outcomes.➣.