Taylor Ortiz

Taylor Ortiz

Public Relations Intern

Followers of Taylor Ortiz1000 followers
location of Taylor OrtizSan Francisco, California, United States

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  • Timeline

  • About me

    CEO at TPAC Capital

  • Education

    • The American School in Switzerland

      2007 - 2009
      International Baccalaureate Diploma General 4.0

      Activities and Societies: Sailing Club Back country Skiing WISER Charity Club Awarded most responsible student in 2009Highest Honours all yearsRanked 4th in my class

    • Aspen High School

      2005 - 2007
      4.0

      Activities and Societies: Varsity diving team Back country skiing Aspen Sante Fe Ballet

    • University of St Andrews

      2009 - 2013
      Bachelors International Business Second Class Honours Upper Division: 2:1 (British Grading Scale)

      Activities and Societies: Head of Women's Fashion for Don't Walk Charity Fashion Show, Recruitment and Alumni Officer of the Lumsden Club, A all girl's charity society

  • Experience

    • Anya Hindmarch

      Jul 2010 - Sept 2010
      Public Relations Intern

      I partook in daily tasks of communicating with publications about current the collection. A daily task was to organize press books for daily meetings for Anya's meetings. I regularly assisted the marketing department by brainstorming event ideas and promotions in different locations.I assisted with preparations during London Fashion Week 2010.

    • INTL FCStone Inc.

      May 2011 - Sept 2011
      Options Desk Intern

      I undertook a marketing project for the department’s asset management programs in global commodity markets. I researched and contacted institutional investors to increase assets under management. I also assisted with the sales department to better understand our clientele relations in order to apply this to my market research. In addition I completed firm’s proprietary option theory classes and assisted with daily trading.

    • INTL FCStone Inc.

      Jul 2012 - Dec 2012
      Options Compliance Intern

      I was assigned to produce Product Risk Disclosure Documents for all instruments traded on the OTC desk to comply with the Dodd-Frank Reform Act. I worked with the head traders and compliance department to compile market scenario examples and transparent information for regulators and future clients. I also assisted with the company’s education department on Dodd-Frank implementation classes.

    • JonesTrading

      Jun 2014 - Feb 2016
      Institutional Sales Trader

      At JonesTrading I worked with financial institutions globally to execute stock when liquidity is often a challenge. We focused on more difficult trading situations by tapping into our network of over 1500 institutions to trade stock between two natural parties. At a time when the market transparency is escaping investors, we look to bring liquidity and transparency to each client in equity they care about. My clients utilize different trading strategies and ranged from South Africa, London and US. Show less

    • Macquarie Group

      Mar 2016 - Jun 2017
      Institutional Sales Trader

      At Macquarie Securities Group I worked as an institutional sales trader covering West Coast and European financial institutions. I focused on high touch sales coverage and technical analysis to present quality, in-depth information on the markets. I ensured my clients' anonymity with sensitive information and work to be an extension of their trading desk.

    • Pack Creek Capital, LLC

      Jul 2017 - Oct 2023
      Vice President

      At Pack Creek Capital I work in sales, trading and marketing efforts for both the commercial hedging solutions of our business and the CTA we operate with over $50M in AUM. On the commercial side, we trade OTC structured products and managed accounts for agricultural grain and softs producers globally. Our CTA is focused on agricultural options strategies for QEP qualified investors.

    • TPAC Capital

      Apr 2022 - now

      After six years of developing Pack Creek Capital and TPAC Capital, I am honored and excited to be elected as CEO of TPAC Capital. TPAC's mission is to create a cooperative like membership for commodity hedging where clients share in revenue, decision making, and ownership. I look forward to working with our incredible team and clients to bring this vision forward. TPAC is a newly founded company offering structured products for institutional clients. My work focuses on marketing, sales, and building this business with our strategic partners.

      • Chief Executive Officer

        Oct 2023 - now
      • Vice President Sales Marketing

        Apr 2022 - Oct 2023
  • Licenses & Certifications

    • Series 3

      FINRA (Financial Industry Regulatory Authority)
      May 2018
    • Series 63 License

      Financial Industry Regulatory Authority (FINRA)
    • Series 55 License

      Financial Industry Regulatory Authority (FINRA)
      May 2015
    • Series 7 License

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Mentor on Mountain Bikes

      Issued by Little Bellas on Sept 2023
      Little BellasAssociated with Taylor Ortiz
    • Community Volunteer

      Issued by Trail Sisters on Sept 2023
      Trail SistersAssociated with Taylor Ortiz