Joe Ortiz Email and Phone Number
I am a dynamic innovative leader and problem solver with hands-on experience and proven success performing essential investment management and analysis for high-profile corporations. I possess exceptional strategic planning skills and business acumen with the ability to direct and execute key financial objectives in addition to the talent for cultivating new client relationships through communication, active listening, and collaboration. With technical proficiency in Bloomberg Terminal, Microsoft Office Suite, Morningstar, and Advent Axys, I am capable of mastering new software and technologies quickly and easily.My expertise and core competencies include…Financial Analysis // Portfolio Management // Equity Trading & ResearchDatabases & Algorithms // Financial Modeling // Market IntelligenceNew Client Acquisitions // Integrity-Based Performance // Investment ManagementFinancial Documentation // Statistical Analysis // Team Leadership & ManagementProject Management // Business Consulting // Data Analytics
Paint Folks (Part Of Academy Service Group)
View- Website:
- paintfolks.com
- Employees:
- 1
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National Operations ManagerPaint Folks (Part Of Academy Service Group) Apr 2024 - Present
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Senior Project ManagerPaint Folks (Part Of Academy Service Group) Sep 2022 - Apr 2024
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National Operations ManagerAcademy Service Group Apr 2024 - Present -
Senior Project ManagerAcademy Service Group Sep 2022 - Apr 2024
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Crypto Trader & ConsultantRck Capital Sep 2022 - Present
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Chief Financial OfficerNjf Holdings 2020 - Oct 2022 -
Chief Investment OfficerCommunipaw Management 2016 - 2020Norristown, Pa
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Chief Financial OfficerXpayback Apr 2018 - 2019 -
Portfolio ManagerThe Stanley Laman Group, Ltd. 2013 - 2015Berwyn, PaDuring my tenure, I researched and drafted Request for Proposal (RFP) submissions for key accounts, successfully expanding institutional business operations. My role also involved compiling/storing statistical data and information by building and implementing a proprietary database able to report on multiple variables for statistical security analysis. I completed research and due diligence operations for all companies associated with the company’s International Opportunities Hedge Fund. Additionally I designed a unique system and database to compile and report statistical models to evaluate and track the firms domestic and international high-growth strategies. -
Wealth Management AnalystJpmorgan Chase 2011 - 2013As a Wealth Management Analyst, I attained essential Investment, Credit, and Trust & Estate management knowledge and skills by successfully graduating from a selective two-year Analyst Rotation program.During my tenure, I achieved exceptional successes including growing revenue streams by $237 Million in just four months through the introduction of strategic process improvements designed to unify Trust & Estate product lines, leading to the successful penetration into the Chase Private Client markets segment. I also increased revenues by adopting a proprietary Investment Account Opening tool resulting in a revitalized and improved deal flow process, successfully increasing revenues by $450 Million in the first year. -
Investment AnalystThe Stanley Laman Group, Ltd. 2010 - 2011As an Investment Analyst, I improved overall operations by applying Porter’s Five Forces to assess international markets and individual companies, resulting in the successful identification and evaluation of strategic positions in our portfolios. I directed the migration of Advent AXYS portfolio analytics system to MorningStar and obtained GIPS verification and compliance, improving marketing and acquisition operations to include Institutional clients. I also successfully rebuilt a Customer Relationship Management (CRM) database allowing for the increase in new client acquisition and maintain better client retention.
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External & Internal Sales ConsultantProctor & Gamble 2009 - 2010Cincinnati, OhMy responsibilities at Proctor & Gamble (P&G) involved increasing Shopper Based Design compliance by creating a detailed presentation for all retailers, outlining a $42 million opportunity if recommendations were implemented. I was able to successfully improve annual sales by $3.2 Million through the adoption of new sales incentives and marketing initiatives. I also grew the distribution of Kids Oral Care product distribution by $4.8 million by carefully researching and assessing several key components including distribution, pricing, shelving, and merchandising and prevented Club/Mass collisions by designing and implementing a Floor Price Minimum tracking system.
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External Sales ConsultantProctor & Gamble May 2009 - Aug 2009
Joe Ortiz Education Details
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Business Administration And Finance -
Music Technology -
Wardlaw Hartridge
Frequently Asked Questions about Joe Ortiz
What company does Joe Ortiz work for?
Joe Ortiz works for Paint Folks (Part Of Academy Service Group)
What is Joe Ortiz's role at the current company?
Joe Ortiz's current role is Operations Manager & Crypto Trader.
What schools did Joe Ortiz attend?
Joe Ortiz attended Carnegie Mellon University - Tepper School Of Business, Carnegie Mellon University, Wardlaw Hartridge.
Who are Joe Ortiz's colleagues?
Joe Ortiz's colleagues are Bethannie Ortiz.
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Joe Ortiz
Chief Technology Officer, Research And Development, Controls Design And Programming, Creative Development, Designer, Writer, Game Developer, C# Full Stack App Developer, Artist, PainterLos Angeles County, Ca4aol.com, technifex.com, technifex.com, technifex.com2 +166129XXXXX
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1msscweb.com
2 +163124XXXXX
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3nowthisnews.com, mtvstaff.com, disney.com
2 +121230XXXXX
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