Wilfredo Ortiz
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Wilfredo Ortiz
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Financial Services Professional
Aug 2016 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency and New York Life Company.
Education
New Jersey Institute of Technology
Bachelor of Science (B.S.), Management Information Systems, General
New Jersey Institute of Technology
Master of Science (M.S.), Management Information Systems, General
Skills
- Commercial Lending
- Treasury Management
- Business Strategy
- Life Insurance
- Risk Management
- Financial Modeling
- Credit
- Small Business Lending
- Team Building
- Commercial Banking
- Credit Analysis
- Management
- Sales
- Relationship Management
- Financial Analysis
- Loans
- Banking
- Leadership
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