Ramon Ortega Email and Phone Number

Accomplished finance professional with exemplary investment banking experience. Experienced in management, origination, financial and data modeling, valuations, accounting, financial statement analysis, and economic analysis. Team player and strong acumen for developing relationships leading to better communication and profitable opportunities. Excels in managing and executing financial transactions from inception to close. Experienced in managing and mentoring junior bankers. Finely developed ability to assess complex transactions. Qualifications enhanced with MBA in International Business and Finance. Fluent in English and conversational in Spanish. NASD Securities Representative Licenses; Series 7 Licensed (General Securities Representative, Since 2003), Series 63 Licensed (Uniform Securities Agent, Since 2004), Series 53 (Municipal Securities Principal, Since 2018), Series 50 (Municipal Advisor, Since 2018), Series 54 (Munucipal Advisor Principal, Since 2019). Proficient in Microsoft Office Products (Excel, Word, PowerPoint) as well as Bloomberg, EMMA, TM3, SDC, IPREO and Munex / DBC Finance (Bond Cash Flow Modeling Software).-----------------------------Management • Fixed-Income Bond Structuring / Refundings / Restructurings • Derivative Products • Risk Analysis and Assessment • Client Pitch Books / Presentations / Pricing Books / Investor Marketing Materials / Rating Agency Presentations • Request for Proposals • Capital Structures / Debt Profiles • Business & Industry Research and Analysis • Financial Statement Analysis • Credit Assessment • Due Diligence • Valuation • Public Private Partnerships (P3) • Project Finance • Cash-Flow Analysis / Modeling • Debt and Equity Analysis • DCF, M&A and Leveraged Buyout (LBO) Modeling