Wilfredo Ortiz

Investment Professional | Relationship Manager | Nonprofit Board Director

Role: Investor at Itaú USA
Location: Miami, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Wilfredo Ortiz

Trusted professional with a proven track record in assessing long-term business…

Experience

Investor
Itaú USA
Sep 2021 — Present · Miami, FL, US

Education

University of Pennsylvania
Bachelor of Science in Economics
University of Pennsylvania
Bachelor of Science in Engineering

Skills

Valuation
Equity Research
Emerging Markets
Strategy
Analysis
Business Valuation
Portfolio Management
Mergers
Financial Analysis
Investments
Banking
Mutual Funds
Mining
Finance
Fixed Income
Financial Markets
Investment Banking
Financial Structuring
Bloomberg
Strategic Planning
Alternative Investments
Private Equity
Corporate Finance
Equity Valuation
Financial Modeling
Capital Markets
Series 7
Economics
Asset Management
Commodity
Investment Management
Business Strategy
Securities
Equities
Mergers & Acquisitions
Due Diligence
Management
Hedge Funds

Contact information

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

Work email
•••••@itauprivatebank.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••60

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Current company

Itaú USA

Financial Services · 319 employees · Founded 2007 · Miami, Florida, United States

Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.

itauprivatebank.com

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