Christopher Ortiz
About Christopher Ortiz
Christopher Ortiz is a Financial Representative at Modern Woodmen of America, specializing in personalized financial strategies for clients in Sonoma County. He holds a Bachelor's degree in Business Administration and Management from the University of California, Riverside, and has prior experience in various roles, including banquet serving and coaching.
Work at Modern Woodmen of America
Christopher Ortiz has been employed at Modern Woodmen of America as a Financial Representative since 2020. In this role, he specializes in creating personalized financial strategies tailored to the needs of members in Sonoma County. He also provides ongoing financial plan reviews and adjustments, ensuring that clients' plans align with their evolving financial goals. Prior to his current position, Ortiz served as a Financial Advisor Intern at Modern Woodmen of America for one month in 2018, gaining valuable experience in the financial services sector.
Education and Expertise
Christopher Ortiz earned a Bachelor's degree in Business Administration and Management from the University of California, Riverside, where he studied from 2015 to 2019. His educational background provides a solid foundation for his work in financial services. Additionally, he has developed expertise in creating personalized financial strategies and conducting financial plan reviews, which are essential skills in his current role.
Background
Christopher Ortiz has a diverse work history that includes various roles in customer service and coaching. He worked as a Banquet Server at The Mission Inn Hotel & Spa for four months in 2019 and as a Team Member at Jamba for eight months during the same year. Additionally, he served as a Coach at Sports For Learning for nine months from 2019 to 2020. This range of experiences has contributed to his strong interpersonal skills and ability to connect with clients.
Community Involvement
Christopher Ortiz actively participates in community-building activities through the fraternal benefits offered by Modern Woodmen of America. His involvement reflects a commitment to enhancing community well-being and fostering connections among members. This engagement aligns with the organization's mission to support local communities and promote social responsibility.