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    Jaime Ortiz

    Director at Global Wealth Financial

    Jaime Ortiz is a seasoned professional with over 15 years of experience in business operations and strategy. He is currently a founding member at The F Suite and works at Mux, where he focuses on strategy and operations. His educational background includes studies at the University of Pennsylvania, which complements his extensive professional experience.

    In addition to his role at Mux, Ortiz is actively involved in mentoring through Student Sponsor Partners, showcasing his commitment to community engagement and development. He has built a robust network, with over 1,000 followers and more than 500 connections on LinkedIn, indicating a well-established presence in his field.

    His career reflects a blend of strategic insight and operational expertise, making him a significant contributor to the organizations he is part of.

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    Jaime Ortiz
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    Experience

    Director at Global Wealth Financial (January 2023 - Present)
    - Wealth Management Advisor at Bulltick (May 2019 - November 2022) - Director - Registered Representative at Intercam Securities Inc (November 2017 - December 2018) - Executive Director - Private Bank at Julius Baer (February 2017 - October 2017) - Banker - Private Bank LATAM at Itaú Private Bank (May 2013 - February 2017) - Vice President - Private Bank LATAM at Citibank (May 2010 - February 2013) - Vice President – Latin America Global Relationship Banking at CITIGROUP – INSTITUTIONAL CLIENTS GROUP (January 2004 - January 2009) - Vice President – Latin America Credit Risk Management at CITIGROUP – INSTITUTIONAL CLIENTS GROUP (June 2001 - January 2004) - Resident Vice President – Corporate Bank Branch Head at CITIGROUP – INSTITUTIONAL CLIENTS GROUP (June 1996 - June 2001)

    Education

    - MBA, Finance and Marketing, Northwestern University - Kellogg School of Management (1992 - 1994) - Bachelor of Engineering - BE, Industrial Engineering, Universidad Iberoamericana, Ciudad de México (1984 - 1989)

    Location

    Durham, North Carolina, United States