Ivan Ortega
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Ivan Ortega Email & Phone Number

Retirement Strategist Life and Annuities at Ortega Financial partnering with Tarkenton Financial
Location: Atlanta Metropolitan Area, United States 6 work roles 2 schools
1 work email found @tarkentonfinancial.com 2 phones found area 404 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email i****@tarkentonfinancial.com
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Retirement Strategist Life and Annuities
Location
Atlanta Metropolitan Area, United States
Company size

Who is Ivan Ortega? Overview

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Quick answer

Ivan Ortega is listed as Retirement Strategist Life and Annuities at Ortega Financial partnering with Tarkenton Financial, a with 66 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at tarkentonfinancial.com, phone signal with area code 404, and a matched LinkedIn profile for Ivan Ortega.

Ivan Ortega previously worked as Retirement Strategist Life & Annuities at Ortega Financial Partnering With Tarkenton Financial and Owner at Atlanta Roofers Professionals. Ivan Ortega holds Contaduria Y Administracion De Empresas, Business Administration And Accounting from Uaem.

Company email context

Email format at Ortega Financial partnering with Tarkenton Financial

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{first_initial}{last}@tarkentonfinancial.com
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AeroLeads found 1 current-domain work email signal for Ivan Ortega. Compare company email patterns before reaching out.

Profile bio

About Ivan Ortega

Como crear fondos para: Universidad de los niños, compra de Casa, Abrir un Negocio, Fondo de Retiro, Dejar un Legado, etc. Sin quebrar ningún presupuesto; no importa cuánto genere al año.Utilizando estrategias con ventajas tributarias que ayudan a tener un mejor estilo y calidad de vida antes y durante los años de retiro.En forma personalizada, Confidencial y sin COSTO se proponen las Opciones que de forma agresiva acumularan efectivo, mismo que se puede accesar sin penalidad ni pagando impuestos. Nunca perderá un centavo con las caídas del mercado, sin embargo participara de las alzas del mismo. Si se estructura adecuadamente estos fondos pueden efectivamente crear un Retiro “Libre de Impuestos”. Hablemos de Negocios!How to: College Funding, Home Purchase, Open a Business, Travel, Retirement Funding, Legacy, etcWithout breaking the bank and no matter how much you make a year. I use tax-advantaged strategies to help people improve their quality of life before and during retirement.Free personalized and confidential financial analysis we'll bring customized options to aggressively build cash value which can be accessed tax-free. Never lose a dime because of market declines however participate of the rises in the market. If structured and funded correctly you can effectively create a “Tax-Free Retirement.”Let’s Talk business!

Listed skills include Customer Service, Customer Satisfaction, Insurance, Small Business, and 15 others.

Current workplace

Ivan Ortega's current company

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Ortega Financial partnering with Tarkenton Financial
Ortega Financial Partnering With Tarkenton Financial
Retirement Strategist Life and Annuities
atlanta, georgia, united states
Employees
66
AeroLeads page
6 roles · 29 years

Ivan Ortega work experience

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

Retirement Strategist Life & Annuities

Nw Atlanta Georgia

How to: College Funding, Home Purchase, Open a Business, Travel, Retirement Funding, Legacy, etcWithout breaking the bank and no matter how much you make a year. I use tax-advantaged strategies to help people improve their quality of life before and during retirement.Free personalized financial analysis with customized options to aggressively build cash value which can be accessed tax-free. Never lose a dime because of market declines however participate of the rises in the market. If structured and funded correctly you can effectively create a “Tax-Free Retirement.”Let’s Talk business!

Owner

Atlanta Roofers Professionals

Our commitment with our customers is not only install and repair to the highest standards, but educating you on the process of purchasing and caring for your new roof. Our warranties on labor and materials mean that you are cover long after the roof is in place.Atlanta Roofers Professionals is a family owned and locally operated company, always looking after our customers; we know what their expectations are: >Customer satisfaction orientated >Reliability, >Accountability, and >Affordability Assistance with insurance claimsNew or Re-RoofingGuttersSiding

Financial Specialist

Wachovia Bank

Greater Atlanta Area

Build a long-term advisory relationship with each client by analyzing situations from the client's perspective and with the goal of achieving results, which are in the best interest of the client and Wachovia. Develop sales strategies for maintaining and further penetrating existing client relationships. Executes market sales and service strategies, customer's needs assessment and cross sales business opportunities through referrals from existing client relationships. Combined consultative sales approach and financial expertise to create value-added solutions for clients and highest value on customer relationships by striving toward excellent customer service and producing customer satisfaction.

2004 - 2007 ~3 yrs

Loan Officer

Countrywide Home Loans

Greater Atlanta Area

2003 - 2004 ~1 yr

Operations Manager

Cns / Fastconnect Communications, Corp.

Greater Atlanta Area

Operation and management of the NACT Prepaid Phone card Platform (Switch connectivity and billing system)Direct billing to our existing customers as creating their invoices and forward them to the accounts receivable department. Maintaining the production records and follow up with the customers’ collections activities in some cases. Audit and extend the productivity of our product as training to our customer’s personal.

1998 - 2003 ~5 yrs
Team & coworkers

Colleagues at Ortega Financial partnering with Tarkenton Financial

Other employees you can reach at tarkentonfinancial.com. View company contacts for 66 employees →

2 education records

Ivan Ortega education

Contaduria Y Administracion De Empresas, Business Administration And Accounting

Uaem
FAQ

Frequently asked questions about Ivan Ortega

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

What company does Ivan Ortega work for?

Ivan Ortega works for Ortega Financial partnering with Tarkenton Financial.

What is Ivan Ortega's role at Ortega Financial partnering with Tarkenton Financial?

Ivan Ortega is listed as Retirement Strategist Life and Annuities at Ortega Financial partnering with Tarkenton Financial.

What is Ivan Ortega's email address?

AeroLeads has found 1 work email signal at @tarkentonfinancial.com for Ivan Ortega at Ortega Financial partnering with Tarkenton Financial.

What is Ivan Ortega's phone number?

AeroLeads has found 2 phone signal(s) with area code 404 for Ivan Ortega at Ortega Financial partnering with Tarkenton Financial.

Where is Ivan Ortega based?

Ivan Ortega is based in Atlanta Metropolitan Area, United States while working with Ortega Financial partnering with Tarkenton Financial.

What companies has Ivan Ortega worked for?

Ivan Ortega has worked for Ortega Financial Partnering With Tarkenton Financial, Atlanta Roofers Professionals, Wachovia Bank, Countrywide Home Loans, and Cns / Fastconnect Communications, Corp..

Who are Ivan Ortega's colleagues at Ortega Financial partnering with Tarkenton Financial?

Ivan Ortega's colleagues at Ortega Financial partnering with Tarkenton Financial include Larry Johnstone, Denver Cleo Jones Jr, Jill Blitch, Christopher Barnes, and Christopher Baird.

How can I contact Ivan Ortega?

You can use AeroLeads to view verified contact signals for Ivan Ortega at Ortega Financial partnering with Tarkenton Financial, including work email, phone, and LinkedIn data when available.

What schools did Ivan Ortega attend?

Ivan Ortega holds Contaduria Y Administracion De Empresas, Business Administration And Accounting from Uaem.

What skills is Ivan Ortega known for?

Ivan Ortega is listed with skills including Customer Service, Customer Satisfaction, Insurance, Small Business, Finance, Sales, Strategy, and Direct Sales.

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