David Ortiz

Working with $50M+ Net Worth Entrepreneurs to turn their vision into reality with an outsourced family office. Your wealth is your business and we’re your employees; simplifying and giving you time to live life freely!

Role
Director of Strategic Planning at Legacy & Succession
Location
Oklahoma City, OK, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About David Ortiz

I engage with business owners who care about impacting generations through their…

Experience

  1. Director of Strategic Planning

    Legacy & Succession

    Aug 2024 — Present · US

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David Ortiz — Director of Strategic Planning at Legacy & Succession in Oklahoma City, OK, US | Unifers