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Joe Ortega
Vice President of Sales and Consulting at Yotta Law | Broker, Wealth Management
Joe Ortega is a seasoned professional with a diverse background in sales, business development, and philanthropy.
With experience in deploying SaaS solutions for law firms and a strong sales acumen, Joe has contributed significantly to organizations like YOTTA LAW and AXIM Fringe Solutions Group, LLC. He specializes in capture management, CRM, and fostering customer relationships to drive revenue growth.
Aside from his corporate roles, Joe dedicates his time to philanthropy as the Vice President of the Kidney Donor Foundation. He focuses on education, donor support, and fundraising efforts, showcasing his strategic insight and compassionate leadership skills.
Joe's educational background includes studying Business/Economics at UC Santa Barbara, providing him with a solid foundation for his professional endeavors.
Throughout his career, Joe has held various key positions in organizations such as Trusted Legal Partners, Digital Rain, Consumer Attorney Marketing Group, Inc. (CAMG), Alert Communications, and Inogen, showcasing his adaptability and versatility.
His entrepreneurial spirit is evident from founding and successfully selling start-up ventures like España Salsa, Ortega, Lynch & Sprague (OLS) Real Estate Group Inc., and Eight-Zero-Eight Clothing Company.
Prior to his entrepreneurial ventures, Joe also gained valuable experience in the financial sector through roles at Wells Fargo Advisors, Chase, and AXA Advisors, LLC, demonstrating his expertise in wealth management, financial consulting, and financial planning.
Joe Ortega's career trajectory highlights his ability to excel in various industries, from medical device sales to legal services and real estate. His commitment to excellence, paired with his business acumen and philanthropic efforts, make him a well-rounded professional.