Jaime Ortiz

Role: Vice President - Independent Financial Advisor at Mora Capital Group
Location: Miami, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President - Independent Financial Advisor
Mora Capital Group
Aug 2018 — Present · Miami, TX, US

Education

Northeastern University
Bachelor of International Business, Finance, General
2006 — 2010
Universidad Pontificia Comillas
E4, International Business
2006 — 2010

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@borealcm.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Mora Capital Group

Financial Services · 76 employees · Zürich, Switzerland

We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions. We have a global presence with branches located in Switzerland and the US. Privately owned, Mora Capital Group forms part of the banking group, Mora Banc Group SA. Founded in 1952 and wholly owned by the Mora family, allowing us to take the long-term view, free from the market pressures of quarterly results, while keeping our interests firmly aligned with yours.

borealcm.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Vice President - Independent Financial Advisor

Education

Northeastern University

Universidad Pontificia Comillas

Find verified contacts for anyone on LinkedIn