Ramon Ortega
About Ramon Ortega
Ramon Ortega is a Managing Director at Siebert Williams Shank, with extensive experience in the financial sector, including roles at Samuel A. Ramirez & Co., Inc. and UBS Investment Bank. He holds an MBA in International Business and Finance and is fluent in English, with conversational skills in Spanish.
Work at Siebert Williams Shank
Ramon Ortega has been serving as Managing Director at Siebert Williams Shank since 2018. In this role, he is responsible for overseeing various financial operations and managing client relationships. His extensive background in finance and investment banking supports his leadership in this position. He operates primarily in the Greater Chicago Area, contributing to the firm's strategic initiatives and client services.
Education and Expertise
Ramon Ortega holds a Master of Business Administration (MBA) in International Business and Finance from Crummer Graduate School of Business at Rollins College, where he studied from 2001 to 2003. He also earned a Bachelor of Arts (B.A.) in Liberal Arts from the University of Central Florida, studying from 1999 to 2001. Ortega began his studies at the University of Florida from 1997 to 1999. His educational background equips him with a solid foundation in financial principles and business strategies.
Background
Ramon Ortega has a diverse professional background in the finance sector. He worked as an Analyst at RBC Capital Markets from 2003 to 2006 and later as an Associate at UBS Investment Bank from 2006 to 2008. He continued his career at BMO Capital Markets as an Associate from 2009 to 2011, before joining Samuel A. Ramirez & Co., Inc. as Vice President from 2011 to 2016. He then served as Senior Vice President at the same firm until 2018, further enhancing his expertise in financial markets.
Achievements
Ramon Ortega holds a Series 54 license, qualifying him as a Municipal Advisor Principal since 2019. His qualifications and experience include conducting business and industry research and analysis for financial transactions. He has developed skills in structuring and restructuring fixed-income bonds, including refundings, and is proficient in creating client pitch books and investor marketing materials. Ortega is also experienced in using specialized financial software such as Munex / DBC Finance for bond cash flow modeling.