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Edgar Ortiz

Edgar Ortiz

Campus Tour Guide

Followers of Edgar Ortiz1000 followers
location of Edgar OrtizNew York City Metropolitan Area

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  • Timeline

  • About me

    Vice President - Investment Banking | Structuring

  • Education

    • University of Connecticut

      2013 - 2017
      Bachelor of Arts (B.A.) Econometrics and Quantitative Economics

      Activities and Societies: Alpha Epsilon Pi Fraternity, Model United Nations, Undergraduate Student Government

  • Experience

    • University of Connecticut

      Apr 2014 - May 2017
      Campus Tour Guide

    • Altria

      May 2016 - Sept 2016
      Territory Sales Manager - Summer Associate

    • Ipreo

      Jun 2017 - Aug 2018

      • Senior Analyst - Global Markets Intelligence

        Mar 2018 - Aug 2018

      • Analyst - Global Markets Intelligence

        Jun 2017 - Mar 2018

    • IHS Markit

      Aug 2018 - Mar 2021

      • Senior Associate

        Jan 2020 - Mar 2021

      • Associate - Research & Analysis

        Aug 2018 - Jan 2020

    • Exos

      Apr 2021 - now

      Exos has built a next-gen platform for B2B institutional finance. A platform designed todeliver all the services of a traditional investment bank, reimagined and tailored to amodern digital world, all integrated into a powerful, modern technology platform drivenby data and data science. Our ambition at Exos is to transform the business ofinstitutional finance to serve customers better. Our ethos of using technology to enableclients greater insight, exceptional client experience and transparency across all areas ofcapital markets, is at the heart of everything we do. Show less

      • Vice President

        Apr 2023 - now

      • Associate Vice President

        Mar 2022 - Apr 2023

      • Investment Banking Analyst

        Apr 2021 - Mar 2022

  • Licenses & Certifications

    • Passed the Securities Industry Essentials (SIE) Exam

      FINRA (Financial Industry Regulatory Authority)
      Dec 2018

    • Passed Level I of the CFA Program

      CFA Institute
      Aug 2018
      View certificate certificate

    • Series 79

      FINRA
      Aug 2021

    • Series 7

      FINRA
      Apr 2024

    • Bloomberg Market Concepts

      Bloomberg
      Mar 2017

    • Series 65

      FINRA
      Dec 2021

  • Honors & Awards

    • Awarded to Edgar Ortiz
      1st Place: UConn MIS Case Competition The University of Connecticut; OPIM Department Sep 2016 Developed an integrated software platform to maximize productivity and efficiency for virtual teamwork environments.
    • Awarded to Edgar Ortiz
      1st Place: Altria National Sales Case Competition Altria & 3M Mar 2016 Developed market acquisition plan and financial model to ensure profitable expansion plan for a large brand of convenience stores looking to revitalize coffee sales.