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Lisandro Ortiz Email & Phone Number

Tax Intern at Creative Planning
Location: Minneapolis, Minnesota, United States 17 work roles 3 schools
1 work email found @aspirus.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@aspirus.org
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Current company
Creative Planning
Role
Tax Intern
Location
Minneapolis, Minnesota, United States
Company size
1946 employees

Who is Lisandro Ortiz? Overview

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Quick answer

Lisandro Ortiz is listed as Tax Intern at Creative Planning, a company with 1946 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at aspirus.org and a matched LinkedIn profile for Lisandro Ortiz.

Lisandro Ortiz previously worked as Collections Specialist at Foundation Finance Company Llc and Account Servicing Specialist at Foundation Finance Company Llc. Lisandro Ortiz holds Bachelor Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.

Company email context

Email format at Creative Planning

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{first}.{last}@aspirus.org
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AeroLeads found 1 current-domain work email signal for Lisandro Ortiz. Compare company email patterns before reaching out.

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Profile bio

About Lisandro Ortiz

I am a BSB Finance student at the University of Minnesota - Carlson School of Management, where I am expected to graduate in May 2026. For my first 2 years of college, I attended the University of Wisconsin-Stevens Point, where I received the Smiley Scholarship and participated in various organizations. My core competencies include communication, analytical skills, and creative problem-solving. I am passionate about pursuing a career in finance and leveraging my skills and experiences to contribute to the success of the organization and the community. I bring diverse perspectives and experiences to the team, as I am fluent in English and Spanish, and have worked as a dialer and an accounting intern in different sectors and settings. I have also participated in various programs and certifications to enhance my knowledge and network, such as the 2022 Goldman Sachs Insight Series, the Introduction to Strategy Consulting Program by BCG, and the Access Distributed Finance Fellowship program.

Listed skills include Leadership, Small Talk, Marketing, Communication, and 1 others.

Current workplace

Lisandro Ortiz's current company

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Creative Planning
Creative Planning
Tax Intern
Minneapolis, MN, US
Website
creativeplanning.com
Employees
1946
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Company profile
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17 roles

Lisandro Ortiz work experience

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

Alternative Investments And Investment Banking (Aiib) Seo Edge Participant

Current
Seo (Sponsors For Educational Opportunity)

New York, United States

· Receive coaching and online instruction to achieve targeted interview, technical, and professional developmental goals· Learn business fundamentals to compete successfully for internship opportunities· Complete industry-specific training and assessments focused on developing technical skills, institutional knowledge, and attention to detail

Jun 2023 - Present

Lead Engagement Representative

University Of Minnesota Foundation

Minneapolis, Minnesota, United States

  • Raise funds for current university scholarships and programs by engaging with alumni and friends through multiple communication channels.
  • Mentor struggling callers during our weekly 1-1 meetings, catalyzing continuous improvement and optimizing team performance
  • Orchestrate mock calls for new recruits, ensuring a seamless onboarding experience during their initial three shifts
  • Responsible for updating records in the UMN Foundation database, sharing information regarding projects to reach project goals
Dec 2023 - May 2024

Accounting Intern

Creative Planning

Bloomington, Minnesota, United States

Jun 2023 - Aug 2023

Senior Dialer/ Csr

Aqua Finance, Inc.

A quote from my current manager " I have worked directly with Lisandro, I am pleased to say that he is an excellent worker, always willing to help when needed, with excellent skills on the phone with clients, answering calls and collecting, the time I have worked with Lisandro always exceeds his required goals and he strives to continue learning, and.

Aug 2022 - Jun 2023

Cohort Finance Fellow

Access Distributed

Investment banking-centered mentorship and training program during the 2022-2023 academic school year.Training centered on Excel, accounting, financial modeling, Investment banking, PE, M&A, valuation, LBO, etc.

Sep 2022 - May 2023

Health Screener

Aspirus Health

Wausau-Stevens Point Area

Jul 2021 - Aug 2022

2022 Goldman Sachs Insight Series

Goldman Sachs

-Selected out of 10,000 applicants for the professional development program in order to learn more about the various roles and divisions at Goldman Sachs and networking with professionals from across the firm - career development program learning about the various roles and divisions at Goldman Sachs, reviewing interview best-practices, networking with.

May 2022 - Jun 2022

Selected Fellow

The Branch
  • Brainstormed and designed initiatives to achieve corporate goals.
  • Identified opportunities to implement human centered design and entrepreneurial skills enabling teams to generate innovative solutions
  • Consulted ideas with business executives to select the most beneficial one
  • Interviewed 30% of an attorneys in a law firm to collect data so we could ideate
  • Proposed an agenda on how the law firm would be able enhance the ability to retain attorneyshttps://www.youtube.com/watch?v=SpRxPoR-0SM&t=1272s
Feb 2022 - May 2022
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

BS Bekah Stever, Aams® Bekah Stever, Aams® Colleague at Creative PlanningLees Summit, Missouri, United States, United States View → JD Javid Dabestani, Cfp® Javid Dabestani, Cfp® Colleague at Creative PlanningOmaha, Nebraska, United States, United States View → EE Elizabeth Ewell Elizabeth Ewell Colleague at Creative PlanningKansas City Metropolitan Area, United States View → JP Jeff Pollard Jeff Pollard Colleague at Creative PlanningLees Summit, Missouri, United States, United States View → JG Joe Goltermann, Cpa, Cfp Joe Goltermann, Cpa, Cfp Colleague at Creative PlanningGreater St. Louis, United States View → RK Ryan Kaszycki, Cfp® Ryan Kaszycki, Cfp® Colleague at Creative PlanningDenver, Colorado, United States, United States View → BP Brett Penne, Mba Brett Penne, Mba Colleague at Creative PlanningUnited States, United States View → CS Chelsea Sloan Chelsea Sloan Colleague at Creative PlanningMemphis, Tennessee, United States, United States View → HC Henry Conlon Henry Conlon Colleague at Creative PlanningSt Augustine, Florida, United States, United States View → AO Amarachi Okereke Amarachi Okereke Colleague at Creative PlanningLagos State, Nigeria, Nigeria View →
3 education records

Lisandro Ortiz education

High School Diploma

Wausau East

Activities and Societies: -DECA -Assistant manager for school store -MC United Soccer Club- Galacticos state team

FAQ

Frequently asked questions about Lisandro Ortiz

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

What company does Lisandro Ortiz work for?

Lisandro Ortiz works for Creative Planning.

What is Lisandro Ortiz's role at Creative Planning?

Lisandro Ortiz is listed as Tax Intern at Creative Planning.

What is Lisandro Ortiz's email address?

AeroLeads has found 1 work email signal at @aspirus.org for Lisandro Ortiz at Creative Planning.

Where is Lisandro Ortiz based?

Lisandro Ortiz is based in Minneapolis, Minnesota, United States while working with Creative Planning.

What companies has Lisandro Ortiz worked for?

Lisandro Ortiz has worked for Creative Planning, Foundation Finance Company Llc, Investment Banking Club (Ibc), Carlson Investment Banking Network (Cibn), and Seo (Sponsors For Educational Opportunity).

Who are Lisandro Ortiz's colleagues at Creative Planning?

Lisandro Ortiz's colleagues at Creative Planning include Bekah Stever, Aams®, Javid Dabestani, Cfp®, Elizabeth Ewell, Jeff Pollard, and Joe Goltermann, Cpa, Cfp.

How can I contact Lisandro Ortiz?

You can use AeroLeads to view verified contact signals for Lisandro Ortiz at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Lisandro Ortiz attend?

Lisandro Ortiz holds Bachelor Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.

What skills is Lisandro Ortiz known for?

Lisandro Ortiz is listed with skills including Leadership, Small Talk, Marketing, Communication, and Typing.

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