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Julio C. Ortiz is listed as Founder & Executive Director @ Prime Wealth Development | Corporate Finance-Debt & Equity Financing at Prime Wealth Development, based in Miami, Florida, United States. AeroLeads shows a work email signal at primewealthdevelopment.com and a matched LinkedIn profile for Julio C. Ortiz.
Julio C. Ortiz previously worked as Executive Director at Prime Wealth Development and Advisor at Advisorycloud. Julio C. Ortiz holds Corporate Finance & Valuations Methods Professional, Accounting And Finance from New York Institute Of Finance.
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Julio is an Executive Director at Prime Wealth Development, a company that provides US-based and international businesses with professional expertise in business development strategies, commercial funding strategies, and as a fractional CFO. He has over 25 years of successful corporate experience as a CFO and Executive Director at leading multinational corporations, including Johnson & Johnson, Bristol-Myers Squibb, Chiquita Brands, and CHANEL. He holds multiple professional certificates from the New York Institute of Finance, including the Chartered Investment Banking Analyst, the Financial Modeling Professional, and the M&A Professional Certificate. He is also a Financial Modeling & Valuation Analyst from the Corporate Finance Institute.As a Fractional CFO, Julio offers a range of expertise in financial planning and analysis, financial modeling, treasury, credit analysis, fundraising (debt and/or equity), company/project valuation, and M&A (including LBOs). He is committed to helping businesses of all sizes and diverse industries optimize their company's performance by providing efficient financial advice and solutions. He is an expert in financial modeling and business/equity valuations, and his skills extend to the operational level of details, ensuring that the finance and accounting departments perform timely and efficiently (US GAAP or IFRS). Julio is passionate about helping business owners and corporate executives fulfill their dreams by assisting them in successfully implementing their business plans. He finds it extremely rewarding to help businesses achieve their goals and reach new heights. At Prime Wealth Development, his passion is your success.
Listed skills include Management, Accounting, Team Leadership, Business Strategy, and 27 others.
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Miami, Florida, Us
Prime Wealth Development, provides US based and international businesses with professional expertise, in Business Development Strategies ( Business Plan ), Commercial Funding strategies and Digital Marketing campaigns development . Our goal is to provide businesses of all sizes with the necessary business strategy and funding opportunities to succeed in the marketplace.
San Rafael, Ca, Us
If you are ever seeking business advice, you can request a meeting with me, through my profile on: advisorycloud at https://www.advisorycloud.com/profile/Julio-Ortiz.
London, England, Gb
Company distributes Chanel products (Perfumery, Cosmetics, Watches, Fashion) within the American continent. Main responsibilities included overseeing the finance and administration functions of the Latin America area, including the support to Human Resources, Information Technology and Logistics, providing financial, operational and administration leadership to back office teams. Main financial responsibilities: to plan, organize and control all the company finance functions, including: international administration, banking relationships,treasury, accounting, cost controls, budgeting, auditing, financial analysis and reporting. Strong strategic business partner to regional top management, leading the planning, budgeting and forecasting process.
Through the Business Planning Development course ( taught during night periods ), led my M.B.A. level students, to understand the importance of business planning. By learning to develop a formal business plan, students got prepared to go from a business idea or project, through a journey of evaluations ( Administration, Financial, Marketing, Social Impact, etc. ), to a written business plan, enabling them to successfully seek financing from investors or lending institutions.
Leading pharmaceutical / cosmetic products and medical devices distributor in the Republic of Panama. Administered the Commercial, Marketing and Administration ( Human Resources, Information Technology, Logistics, Distribution and Finance ) functions. Company had more than 100 employees. Redesigned company´s organizational structure and implemented use of new more efficient technologies and distribution processes. In one year, company duplicated net earnings vs. previous period, while having same level of sales as preceding year.
London, England, Gb
Main responsibilities were to administer the functions of Demand Planning, Purchasing, Transportation, Warehousing and Grey market controls. Main achievements were: completely redesigned the Operations department functions, reducing operational costs and improving customer service. Obtained yearly expense reductions by 15 % vs. previous years. Order processing times were reduced 73 % ( from 30 days to 8 days )
Worldwide distribution center of pharmaceutical and consumer products, located in the Colon Free Zone. Yearly sales over USD 250 million. More than one hundred companies as customers, located in more than eighty countries. Main responsibilities: to plan, organize and control all the company finance functions, including: international administration (investments, banking relationships and treasury), accounting, cost controls, cost accounting, budgeting, auditing, financial analysis, reporting, etc. Company assets over USD 100 million. Also responsible for Customer Service and exporting functions. Main achievements: lead Latin America budget standardization project.
. Company distributes within Central America, pharmaceutical and consumer products. Main responsibilities: direct and control Distribution, Inventory Administration, Purchasing, Production, Customer Service and Cost Management. Main achievements: Redesign of Supply Chain System, Reduction Inventories 40 %, reduction of logistics organizational structure by 75 %.
. Company exports fruits and vegetables, to USA and European markets. Main responsibilities were the administration of MRO and direct demand inventories (more than 30,000 SKU`s), warehouses control and transportation administration. Main achievements: development of materials management & purchasing procedures handbook, implemented preferred supplier program, implemented use of safety equipment for handling of Dangerous Goods.
Worldwide distribution center of pharmaceutical and consumer products. Main responsibilities were to direct and coordinate Inventory Administration, Purchasing, Production Planning and Transportation. Main achievements: completed automation of materials management system, upgrade of warehousing equipment to automated functions (reduced order-processing time by 40 %), redefined inventory administration strategy.
. Company commercializes within Central America region, healthcare, and pharmaceutical products. Responsible to coordinate Inventory Administration, Purchasing, Logistics and Customer Service, for subsidiaries within the region. Main achievements: Redesign of transportation strategy within the region, developed demand management model to help in forecasting efforts, established scientific inventory administration strategies per SKU`s groups.
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Julio C. Ortiz works for Prime Wealth Development.
Julio C. Ortiz is listed as Founder & Executive Director @ Prime Wealth Development | Corporate Finance-Debt & Equity Financing at Prime Wealth Development.
AeroLeads has found 1 work email signal at @primewealthdevelopment.com for Julio C. Ortiz at Prime Wealth Development.
Julio C. Ortiz is based in Miami, Florida, United States while working with Prime Wealth Development.
Julio C. Ortiz has worked for Prime Wealth Development, Advisorycloud, Chanel, Universdad Tecnologica De Panama ( Utp ), and Drogueria Ramon Gonzalez Revilla.
You can use AeroLeads to view verified contact signals for Julio C. Ortiz at Prime Wealth Development, including work email, phone, and LinkedIn data when available.
Julio C. Ortiz holds Corporate Finance & Valuations Methods Professional, Accounting And Finance from New York Institute Of Finance.
Julio C. Ortiz is listed with skills including Management, Accounting, Team Leadership, Business Strategy, Goal Oriented, Retail, Negotiation, and Forecasting.
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