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
Sales & Business DevelopmentView LinkedIn profile

About Daniel Ortiz

Dynamic, results-driven professional with experience in fixed income, equities…

Experience

  1. Vice President, Regional Investment Consultant

    T. Rowe Price

    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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