Katherine Ortega

Practice Manager

Role: Veterinary Practice Manager at Wealth Advisory Group LLC
Location: New York, NY, US
LinkedIn followers: 500 followers

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About Katherine Ortega

Some people end up in financial services through a straight line. Mine took a different…

Experience

Veterinary Practice Manager
Wealth Advisory Group LLC
Jan 2024 — Present · US

Education

The Wood Tobe Coburn School
Associate's degree, Business Administration and Management, General
1994 — 1996
Purdue Global
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional
2020

Skills

Swaps
Banking
Risk Management
Investment Banking
Currency
Emerging Markets
Fixed Income
Derivatives
Middle Office
Commodity
Structured Products
Credit
Credit Derivatives
Fx Options
Crm

Contact information

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Work email
k••••••••@wagllc.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wealth Advisory Group LLC

Financial Services · 119 employees · Founded 1933 · New York, New York, United States

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is a firm of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 777 Third Avenue, Suite 1703, New York, NY 10017, 21••••••00. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Park Avenue® Wealth Management (Park Avenue) is the marketing name for Park Avenue Securities LLC. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 69••••72 Exp 08/28

wagllc.com

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About Katherine Ortega

Experience

Veterinary Practice Manager

Education

The Wood Tobe Coburn School

Purdue Global

Pace University - Lubin School of Business

Skills

Find verified contacts for anyone on LinkedIn