Jeff Ortega
Senior Client Service Administrator at Rowling & Associates LLC | San Diego County, California, United States
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Senior Client Service Administrator at Rowling & Associates LLC in December 2016 to Present
Registered Client Service Specialist at Charles Schwab in March 2014 to November 2016
Registered Client Service Specialist at Vanguard in March 2012 to August 2013
Brokerage Associate at Vanguard in May 2011 to February 2012
Education Savings Associate at Vanguard in September 2008 to April 2011
Client Relationship Associate at Vanguard in January 2008 to August 2008
Teller at Wells Fargo in July 2007 to December 2007
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New Mexico State University, Bachelor of Business Administration (BBA), January 2004 to January 2007
Eastern New Mexico University, January 2002 to January 2003
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Series 7
Series 63
Series 6
Equities
Microsoft Excel
Microsoft Office
Financial Analysis
Project Management
Customer Service
PowerPoint
Microsoft Word
Strategic Planning
Risk Management
Investments
Banking
Business Analysis
Strategic Financial Planning
Negotiation
Budgets
Business Strategy
Asset Allocation
Retirement
Financial Services
Financial Planning
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Discover more about Rowling & Associates LLCWhat is Jeff Ortega email address?
Email Jeff Ortega at [email protected]. This email is the most updated Jeff Ortega's email found in 2026.
How to contact Jeff Ortega?
To contact Jeff Ortega send an email to [email protected].
What company does Jeff Ortega work for?
Jeff Ortega works for Rowling & Associates LLC
What is Jeff Ortega's role at Rowling & Associates LLC?
Jeff Ortega is Senior Client Service Administrator
What is Jeff Ortega's Phone Number?
Jeff Ortega's phone (213) ***-*264
What industry does Jeff Ortega work in?
Jeff Ortega works in the Financial Services industry.
Jeff Ortega Email Addresses
Jeff Ortega Phone Numbers
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