Daniel Ortiz
Vice President, Regional Investment Consultant at T. Rowe Price Serving Metro LA
- Role
- Vice President, Regional Investment Consultant at T. Rowe Price
- Location
- Huntington Beach, CA, US
- LinkedIn followers
- 500 followers
About Daniel Ortiz
Dynamic, results-driven professional with experience in fixed income, equities…
Experience
Vice President, Regional Investment Consultant
Aug 2024 — Present · Los Angeles, CA, US
Dan Ortiz, Vice President, T. Rowe Price Associates, Inc.(TRPA). T. Rowe Price Associates, Inc. is an investment advisor registered with the SEC. Business Use Disclosure:I am excited for the opportunity to connect with you on LinkedIn. Please contact me at d••••••••@troweprice.com as I am prohibited from communicating for business purposes through LinkedIn. Due to firm policies, I am unable to accept or give recommendations or endorsements. I welcome your comments but reserve the right to remove any disrespectful, abusive, profane, or defamatory comments. T. Rowe Price Investment Services, Inc.(TRPIS), a broker-dealer registered with the SEC, member FINRA and SIPC. Check my background on FINRA\'s BrokerCheck @ https://brokercheck.finra.org/TRPIS and TRPA are affiliated entities.
Education
CAIA Association
CAIA
2021 — 2021
CFA Institute
CFA
2019
California State University-Fullerton
Bachelor's Degree
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