Michael Ortiz Email & Phone Number

Austin, Tx, Us

San Francisco, California, Us

Provide early-stage through-exit banking coverage for innovative founders, VCs, growth equity & PE investors within Fintech, Internet & Digital, Software, Hardware, Sustainable tech and beyond sectors.Services include: Deposit & Liquidity Management M&A / IPO / Private PlacementsInternational ExpansionOther strategic advisory capabilities

New York, Ny, Us

Relationship oriented enterprise banker. Leverage in-depth industry knowledge, banking experience, and contacts to strategically target and develop deep, long-standing client relationships with top businesses to accomplish their long-term goals.Specialties: Revolver and Term LoansMerger/Acquisition FinancingEquipment FinancingTreasury Management to enhance cash Conversion Cycle: Commercial Purchasing CardsDisbursement / Payables ServicesReceivables SolutionsInformation & Risk Management

Paris, Fr

Analyze the banking needs of businesses within the Small & Medium Enterprise (SME) portfolio. Key role is to field the organization, build relationships by providing financial advice to business clients with a focus on client account, experience and risk management. Develop new business and deepen existing relationships. • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the c-level client who have multiple products and services. • Forge as a trusted business banking adviser to the client to deliver comprehensive and customize business banking products and solutions tailored to the financial needs and circumstances of business clients. Direct credit opportunities within assigned portfolio. • Consult and manage business clients; grow portfolio by prospecting new clients and deepening relationships with existing clients.• Collaborate with referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship. • Champion knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions.

Bilbao, Vizcaya, Es

Built and delivered beneficial and trusting business relationships with prospect & clients to optimize service and support; Deepened existing relationships, monitor relationship profitability. Develop strategic and innovative ideas to accelerate revenues for business clients.Developed solid partnerships with clients, peers, vendors, and management teams to facilitate efficiency, productivity and achieve success while ensuring top-flight quality assurance.Leveraged superior communication, time management, and motivational skills to propel projects and teams to peak results.

Dallas, Tx, Us

Executed growth by acquiring new acquisitions, and developed exisiting business relationships. Increasing wallet-share and participation in bank products and services within various communities and other targeted businesses/individuals. Network within the community creating new opportunities. Ensure the execution of strategies to improve market presence while delivering the bank’s vision, mission, and value to the serving communities and markets.

Mclean, Va, Us

Headed visits with prospective partners to present information on available services such as deposit, lending, insurance, investment, electronic banking services, advocacy, etc. Demonstrate technology solutions available to the membership.Created presentations and/or training materials on financial services for groups to promote bank products and services.Enlivened banks culture to continuous improvement and good stewardship of clients’ money by seeking opportunities for process efficiencies and savings.

Bachelor Of Science - Bs, Finance

Master Of Business Administration - Mba, Innovation And Entrepreneurship