Joe Ortiz Email & Phone Number

Norristown, PA

Berwyn, PA

During 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.

As 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.

As 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.

Cincinnati, OH

My 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.

Bachelor Of Science - Bs, Business Administration And Finance

Bachelor Of Arts - Ba, Music Technology

Activities and Societies: Delta Tau Delta Fraternity

Education record