Adam Ortiz
J.P. Morgan Private Bank Analyst
- Role
- U s Private Bank Analyst at J.P. Morgan Private Bank
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Adam Ortiz
Hello, my name is Adam Ortiz and I am currently a junior pursuing a double major in Finance and Criminology and Criminal Justice. As an ambitious, hardworking, and collaborative individual I am looking to pursue career fields related to Asset/Wealth Management. My experience range from professional experience working as a finance intern for Upgrade Inc. to being involved in multiple portfolios whether it be my own or managing the portfolio for the professional business fraternity AKPsi. I have developed many skills in understanding financial markets and conducting macroeconomic, industry, and company analyses using fundamental and technical inquiries. I have also been placed in leadership roles as Vice President of Finance and excel in collaborative environments in which I work with others to create a safer university environment in my time with the University Student Judiciary.
Experience
U s Private Bank Analyst
Jul 2024 — Present · Washington, DC, US
Education
University of Maryland
Bachelor of Arts - BA
2020 — 2024
University of Maryland
Bachelor of Science - BS
2020 — 2024
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