Investment Advisor Representative
Benefit Planning Group
May 2023 - Feb 2024
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Luis E Ortiz Email & Phone Number
Investment Advisor Representative
LinkedIn matched
3 data sources
Profile completeness 71%
Role
Investment Advisor Representative
Location
New Orleans, Louisiana, United States
Who is Luis E Ortiz? Overview
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Quick answer
Luis E Ortiz is listed as Investment Advisor Representative based in New Orleans, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Luis E Ortiz.
Luis E Ortiz previously worked as Investment Advisor Representative at Benefit Planning Group and Banker Associate at J.P. Morgan Private Bank at J.P. Morgan. Luis E Ortiz holds Bachelor Of Arts (Ba), Business Administration And Management, General from Southern Virginia University.
Profile bio
About Luis E Ortiz
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9 roles
Luis E Ortiz work experience
A career timeline built from the work history available for this profile.
Banker Associate At J.P. Morgan Private Bank
Jun 2021 - Mar 2023
Sr. Client Solutions Specialist
Apr 2021 - Jun 2021
Financial Service Specialist
Hancock Whitney
Aug 2015 - Mar 2021
Private Client Banker
May 2014 - Aug 2015
Relationship Banker-Small Business Specialist
Jan 2013 - May 2014
Personal Banker
Jun 2011 - Dec 2012
Assistant Manager
Sep 2010 - Jun 2011
Financial Services Representative
Nov 2009 - Sep 2010
1 education record
Luis E Ortiz education
FAQ
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Quick answers generated from the profile data available on this page.
What is Luis E Ortiz's role at their current company?
Luis E Ortiz is listed as Investment Advisor Representative.
Where is Luis E Ortiz based?
Luis E Ortiz is based in New Orleans, Louisiana, United States.
What companies has Luis E Ortiz worked for?
Luis E Ortiz has worked for Benefit Planning Group, J.P. Morgan, Hancock Whitney, Chase, and Asi Federal Credit Union.
How can I contact Luis E Ortiz?
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What schools did Luis E Ortiz attend?
Luis E Ortiz holds Bachelor Of Arts (Ba), Business Administration And Management, General from Southern Virginia University.
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