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Christopher Ortiz Email & Phone Number
Registered Client Service Associate
at
Merrill Lynch
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Client Service Associate
Location
Miami, Florida, United States
Company size
Who is Christopher Ortiz? Overview
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Quick answer
Christopher Ortiz is listed as Registered Client Service Associate at Merrill Lynch, a company with 34842 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Christopher Ortiz.
Christopher Ortiz previously worked as Registered Client Service Associate at Raymond James and Care Manager at Index Health. Christopher Ortiz holds Bachelor Of Arts - Ba, Anthropology from University Of Florida.
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Merrill Lynch
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Profile bio
About Christopher Ortiz
Motivated individual with expertise in customer service and conflict resolution. Skilled with working with customers to develop solutions to multifaceted problems. An accomplished and results-oriented professional who is always pursuing challenges and who thrives in high-presRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC sured environments.
Current workplace
Christopher Ortiz's current company
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Merrill Lynch
7 roles
Christopher Ortiz work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate
Current
Oct 2023 - Present
Care Manager
Aug 2023 - Oct 2023
Financial Advisor Trainee
-Schedule appointments to meet with and present detailed information to clients-Identify clients' needs and made suitable service recommendations to meet financialrequirements-Used creative sales techniques to find and develop relationships with prospective clients -Took care of client service requests for account maintainence-SIE Licensed-Series 7.
Oct 2022 - Apr 2023
Patient Care Coordinator
-Coordinate major medical surgeries for patient plan members including, but not limited to, checking eligibility, obtaining pre-certifications and organizing necessary travel itineraries to for surgeries outside of patients home location-Create meaningful relationships and provide excellent customer service to plan members by preparing a maximum cost.
Jun 2021 - Sep 2022
Benefits Coordinator
-Organized and verified insurance benefits for more than 50 patients daily to ensure their co-payments and out-of-pocket expenses were accurate-Acquired insurance authorizations for orthopedic equipment ordered by the attending physician and provided medical documentation for workers compensation claims-Consolidated applicable EOBs (explanation of.
Jul 2020 - Jun 2021
Lead Patient Coordinator / Exercise Technician
-Formed interpersonal partnerships with local providers to increase physical therapy referrals-Audited old insurance bills to ensure they were correct, which saved the company revenue by clearing up billing issues-Utilized programs such as Microsoft Excel and Clinicient to close out month-end data, which averaged a billed amount of $50-70k per.
Jan 2016 - Sep 2019
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
WM
William Merriam
Colleague at Merrill Lynch
Metro Jacksonville, United States
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JL
Jude Leibman, Cima®, Crpc®
Colleague at Merrill Lynch
Scranton, Pennsylvania, United States, United States
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CM
Corey Mulholland, Cfp®, Cpfa®
Colleague at Merrill Lynch
Mount Laurel, New Jersey, United States, United States
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CC
Claire Chen
Colleague at Merrill Lynch
United States, United States
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HB
Hollie Bonnes
Colleague at Merrill Lynch
Minneapolis, Minnesota, United States, United States
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JS
John Simmers
Colleague at Merrill Lynch
Dallas-Fort Worth Metroplex, United States
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CO
Chip Oconnor
Colleague at Merrill Lynch
St Louis, Missouri, United States, United States
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AV
Andrew Vawter, Crpc™
Colleague at Merrill Lynch
Walnut Creek, California, United States, United States
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JL
Jonathan Langley, Cfp®
Colleague at Merrill Lynch
Bridgewater, New Jersey, United States, United States
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LL
Luke Liacone
Colleague at Merrill Lynch
Missoula, Montana, United States, United States
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William Merriam
Colleague at Merrill Lynch
Metro Jacksonville, United States
View →
JL
Jude Leibman, Cima®, Crpc®
Colleague at Merrill Lynch
Scranton, Pennsylvania, United States, United States
View →
CM
Corey Mulholland, Cfp®, Cpfa®
Colleague at Merrill Lynch
Mount Laurel, New Jersey, United States, United States
View →
CC
Claire Chen
Colleague at Merrill Lynch
United States, United States
View →
HB
Hollie Bonnes
Colleague at Merrill Lynch
Minneapolis, Minnesota, United States, United States
View →
JS
John Simmers
Colleague at Merrill Lynch
Dallas-Fort Worth Metroplex, United States
View →
CO
Chip Oconnor
Colleague at Merrill Lynch
St Louis, Missouri, United States, United States
View →
AV
Andrew Vawter, Crpc™
Colleague at Merrill Lynch
Walnut Creek, California, United States, United States
View →
JL
Jonathan Langley, Cfp®
Colleague at Merrill Lynch
Bridgewater, New Jersey, United States, United States
View →
LL
Luke Liacone
Colleague at Merrill Lynch
Missoula, Montana, United States, United States
View →
2 education records
Christopher Ortiz education
Bachelor Of Arts - Ba, Anthropology
University Of Florida
Associate Of Arts - Aa, Health Sciences
Santa Fe College
FAQ
Frequently asked questions about Christopher Ortiz
Quick answers generated from the profile data available on this page.
What company does Christopher Ortiz work for?
Christopher Ortiz works for Merrill Lynch.
What is Christopher Ortiz's role at Merrill Lynch?
Christopher Ortiz is listed as Registered Client Service Associate at Merrill Lynch.
Where is Christopher Ortiz based?
Christopher Ortiz is based in Miami, Florida, United States while working with Merrill Lynch.
What companies has Christopher Ortiz worked for?
Christopher Ortiz has worked for Merrill Lynch, Raymond James, Index Health, Ubs, and Transcarent.
Who are Christopher Ortiz's colleagues at Merrill Lynch?
Christopher Ortiz's colleagues at Merrill Lynch include William Merriam, Jude Leibman, Cima®, Crpc®, Corey Mulholland, Cfp®, Cpfa®, Claire Chen, and Hollie Bonnes.
How can I contact Christopher Ortiz?
You can use AeroLeads to view verified contact signals for Christopher Ortiz at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Christopher Ortiz attend?
Christopher Ortiz holds Bachelor Of Arts - Ba, Anthropology from University Of Florida.
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