Lorena Ortiz
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Lorena Ortiz Email & Phone Number

Proven ability to help you eliminate financial stress and undeniable credit confidence at Roundleaf Inc.
Location: Vallejo, California, United States 2 work roles 1 school
1 work email found @att.net 4 phones found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email l****@att.net
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Roundleaf Inc.
Role
Proven ability to help you eliminate financial stress and undeniable credit confidence
Location
Vallejo, California, United States
Company size
12 employees

Who is Lorena Ortiz? Overview

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Quick answer

Lorena Ortiz is listed as Proven ability to help you eliminate financial stress and undeniable credit confidence at Roundleaf Inc., a with 12 employees, based in Vallejo, California, United States. AeroLeads shows a work email signal at att.net, phone signal with area code 408, and a matched LinkedIn profile for Lorena Ortiz.

Lorena Ortiz previously worked as Client Services Manager at Roundleaf Inc. and Records Analyst at Gryphon Financial Inc. Lorena Ortiz studied at San Jose State University.

Company email context

Email format at Roundleaf Inc.

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*@att.net
68% confidence

AeroLeads found 1 current-domain work email signal for Lorena Ortiz. Compare company email patterns before reaching out.

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Profile bio

About Lorena Ortiz

Experienced Client Services Manager with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Sales, and Strategic Planning. Strong business development professional.

Listed skills include Microsoft Office, Customer Service, Management, Project Management, and 9 others.

Current workplace

Lorena Ortiz's current company

Company context helps verify the profile and gives searchers a useful next step.

Roundleaf Inc.
Roundleaf Inc.
Proven ability to help you eliminate financial stress and undeniable credit confidence
san jose, california, united states
Website
roundleafinc.com
Employees
12
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Company profile
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2 roles · 14 years

Lorena Ortiz work experience

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

Client Services Manager

Current
Roundleaf Inc.

San Francisco Bay Area

Roundleaf collaborates with customers to create sustainable financial circumstances. Eliminate debt, improve FICO, learn credit scores, qualify for financing, reduce expenses, build capital, and reach financial goals fast. We help our customers find authentic options to make an informed decision to achieve progress towards financial perfection.My roles are:-Consult with prospective clients to identify and understand their financial needs and goals -Respond promptly and effectively to service inquires -Provide valuable "front line" feedback to Business Development and Marketing-Cultivate and expand customer baseI am passionate to be a part of the Roundleaf team because I like to see our clients strive and reach their financial success.

Mar 2015 - Present

Records Analyst

Gryphon Financial Inc
2013 - 2015 ~2 yrs
Team & coworkers

Colleagues at Roundleaf Inc.

Other employees you can reach at roundleafinc.com. View company contacts for 12 employees →

ET Emmalyn Thang Emmalyn Thang Colleague at Roundleaf Inc.San Jose, California, United States View → JR Joyce Robinson Joyce Robinson Colleague at Roundleaf Inc.San Jose, California, United States View → SM Stan Meurer Stan Meurer Colleague at Roundleaf Inc.San Jose, California, United States View → JB Julian Bossant Julian Bossant Colleague at Roundleaf Inc.Mountain View, California, United States View → BU Berenice Urquiza Berenice Urquiza Colleague at Roundleaf Inc.San Jose, California, United States View → RH Richard Hua Richard Hua Colleague at Roundleaf Inc.San Francisco Bay Area, United States View →
1 education record

Lorena Ortiz education

FAQ

Frequently asked questions about Lorena Ortiz

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

What company does Lorena Ortiz work for?

Lorena Ortiz works for Roundleaf Inc..

What is Lorena Ortiz's role at Roundleaf Inc.?

Lorena Ortiz is listed as Proven ability to help you eliminate financial stress and undeniable credit confidence at Roundleaf Inc..

What is Lorena Ortiz's email address?

AeroLeads has found 1 work email signal at @att.net for Lorena Ortiz at Roundleaf Inc..

What is Lorena Ortiz's phone number?

AeroLeads has found 4 phone signal(s) with area code 408 for Lorena Ortiz at Roundleaf Inc..

Where is Lorena Ortiz based?

Lorena Ortiz is based in Vallejo, California, United States while working with Roundleaf Inc..

What companies has Lorena Ortiz worked for?

Lorena Ortiz has worked for Roundleaf Inc. and Gryphon Financial Inc.

Who are Lorena Ortiz's colleagues at Roundleaf Inc.?

Lorena Ortiz's colleagues at Roundleaf Inc. include Emmalyn Thang, Joyce Robinson, Stan Meurer, Julian Bossant, and Berenice Urquiza.

How can I contact Lorena Ortiz?

You can use AeroLeads to view verified contact signals for Lorena Ortiz at Roundleaf Inc., including work email, phone, and LinkedIn data when available.

What schools did Lorena Ortiz attend?

Lorena Ortiz studied at San Jose State University.

What skills is Lorena Ortiz known for?

Lorena Ortiz is listed with skills including Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Strategic Planning, Sales, and Leadership.

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