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Francesca Ortiz Email & Phone Number

Senior Project Manager LPL Financial at LPL Financial
Location: United States, United States, United States 9 work roles 2 schools
1 work email found @lpl.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@lpl.com
LinkedIn Profile matched
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Current company
Role
Senior Project Manager LPL Financial
Location
United States, United States, United States
Company size

Who is Francesca Ortiz? Overview

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Quick answer

Francesca Ortiz is listed as Senior Project Manager LPL Financial at LPL Financial, a company with 7900 employees, based in United States, United States, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Francesca Ortiz.

Francesca Ortiz previously worked as Senior Project Manager at Lpl Financial and Engineer 1 at Lpl Financial. Francesca Ortiz holds Bachelor Of Business Mis, Management Information Systems, General from University Of North Carolina At Charlotte.

Company email context

Email format at LPL Financial

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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Francesca Ortiz. Compare company email patterns before reaching out.

Profile bio

About Francesca Ortiz

Experienced Treasury Specialist with a demonstrated history of working in the banking industry. Skilled in Sales, Java, Leadership, Technical Support, and Bilingualism.

Listed skills include Fully Bilingual English, Punctual, Java, Natural Leader, and 4 others.

Current workplace

Francesca Ortiz's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Senior Project Manager LPL Financial
san diego, california, united states
Website
Employees
7900
AeroLeads page
9 roles

Francesca Ortiz work experience

A career timeline built from the work history available for this profile.

Senior Project Manager

Current

- Lead and manage various projects while providing metrics and guidance - Assist with development work and create dashboards for different teams- Developing strong business relationships across the enterprise

May 2022 - Present

Engineer 1

- Develop dashboards to boost visibility into technology utilization - Organized and facilitated daily stand-ups to ensure that work progress was controlled- Managed and coached the team's Kanban board on Agile/Scrum/Kanban methodology expertise- Maintain, troubleshoot, optimize and enhance various platforms- Work collaboratively with QA, DevOps.

Jul 2021 - May 2022

Treasury F&S Senior Specialist

Charlotte, North Carolina Area

- First point of contact for financial inquires received from high revenue clients via email or phone channel- Responsible for analyzing and or determining appropriate handling and resolution of request- Resolved client inquires regarding treasury, cash management, online banking and interfacing with internal and external clients to identify and resolved.

May 2018 - Mar 2021

Girls Who Code Summer Immersion Program Charlotte Chapter

Charlotte, North Carolina, United States

The program strives to engage the students beyond the summer program by sharing information and opportunities about Bank of America, internships, continued learning engagements, and by planning fun group activities that bring them back together. As part of the GWC program, we will help maintain contact with mentors, invite past participants to alumnae.

Apr 2020 - Jul 2020

Event Coordinator

Pour Entertainment

Charlotte, North Carolina, United States

Managed weekly customer engagement and traveling to major bars and restaurants in Charlotte. Engaged with 150+ people per week, engaging customers and promoting sales for the clients. Maintained and operated audio equipment (including PA set up, microphone cables) and on-set sound integration.

Aug 2019 - Sep 2020

Machine Learning Exception Queue,

Charlotte, North Carolina Area

Providing ongoing maintenance, support and enhancement in existing automation implementation.Collaborate cross-functionally with other roles that include project managers, and business usersPresenting excellent written and verbal communication skills, ability to communicate effectively across all level organization

Aug 2019 - Nov 2019

Internship Treasury F&S Senior Specialist

Charlotte, North Carolina Area

Prioritize client requests, create a case/package for tracking, monitoring and E2E resolution as applicable.

May 2018 - Aug 2018
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

2 education records

Francesca Ortiz education

FAQ

Frequently asked questions about Francesca Ortiz

Quick answers generated from the profile data available on this page.

What company does Francesca Ortiz work for?

Francesca Ortiz works for LPL Financial.

What is Francesca Ortiz's role at LPL Financial?

Francesca Ortiz is listed as Senior Project Manager LPL Financial at LPL Financial.

What is Francesca Ortiz's email address?

AeroLeads has found 1 work email signal at @lpl.com for Francesca Ortiz at LPL Financial.

Where is Francesca Ortiz based?

Francesca Ortiz is based in United States, United States, United States while working with LPL Financial.

What companies has Francesca Ortiz worked for?

Francesca Ortiz has worked for Lpl Financial, Bank Of America, Pour Entertainment, and Michael Kors.

Who are Francesca Ortiz's colleagues at LPL Financial?

Francesca Ortiz's colleagues at LPL Financial include Roger Irwin, Danika Young, Raevon Floyd-Bennett, Lauren F., and Scott Williams.

How can I contact Francesca Ortiz?

You can use AeroLeads to view verified contact signals for Francesca Ortiz at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Francesca Ortiz attend?

Francesca Ortiz holds Bachelor Of Business Mis, Management Information Systems, General from University Of North Carolina At Charlotte.

What skills is Francesca Ortiz known for?

Francesca Ortiz is listed with skills including Fully Bilingual English, Punctual, Java, Natural Leader, Customer Service, Bilingualism, Technical Support, and Sales.

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