Eddie Ortiz
Vice President | Manager at Bernstein Private Wealth Management
- Role
- Alliancebernstein L P at Alliancebernstein L.P
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Alliancebernstein L P
Present
Education
Palm Beach Atlantic University
Bachelor of Applied Science (B.A.Sc.)
Palm Beach Atlantic University
Master of Business Administration (MBA)
Skills
- Investments
- Financial Modeling
- Asset Allocation
- Mutual Funds
- Asset Protection
- Customer Service
- Financial Analysis
- Series 7
- Leadership
- Management
- Staff Development
- Hedge Funds
- Alternative Investments
- Finance
- Equities
- Fixed Income
- Microsoft Office
- Financial Services
- Financial Planning
- Strategic Planning
- Portfolio Management
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