Bernardino Ortiz
Senior Manager - Strategic & Wealth Planning @Syon Capital
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WORK HISTORY
Senior Manager - Strategic & Wealth Planning @Syon Capital
Primary point of contact for clients seeking strategic planning and investment advice. Lead client meetings covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Support team\'s investment management strategy through portfolio analysis and portfolio management. Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives.
SKILLS
ABOUT BERNARDINO ORTIZ
Bernardino Ortiz began his career at Merrill Lynch in 2017 as an associate in the Global…
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