Oscar Ortiz
About Oscar Ortiz
Oscar Ortiz serves as the Senior Vice President at Siebert Williams Shank in Houston, Texas, a position he has held since 2024. He has a background in finance and politics, with previous roles at Baird and Merrill Lynch.
Work at Siebert Williams Shank
Oscar Ortiz currently serves as Senior Vice President at Siebert Williams Shank, a position he has held since 2024. He operates on-site in Houston, Texas. Prior to this role, he was Vice President at the same firm from 2017 to 2024, accumulating seven years of experience within the organization. His extensive tenure at Siebert Williams Shank highlights his commitment to the firm and the financial services industry.
Previous Experience in Financial Services
Before joining Siebert Williams Shank, Oscar Ortiz worked at Baird as Assistant Vice President from 2014 to 2017. He also has experience at Merrill Lynch, where he was a Retirement & Benefits Registered Representative from 2012 to 2013, and a Financial Solutions Advisor at Merrill Edge from 2011 to 2012. Additionally, he served as an Analyst at RBC Capital Markets from 2013 to 2014. This diverse background in financial services has contributed to his expertise in the field.
Education and Expertise
Oscar Ortiz earned a Bachelor’s Degree in Politics from Princeton University, where he studied from 2007 to 2011. His educational background provides a strong foundation for his career in finance and investment, equipping him with analytical and strategic skills that are essential in his current role.
Career Timeline
Oscar Ortiz's career in finance began shortly after his graduation from Princeton University. He worked at Merrill Edge for nine months before moving to Merrill Lynch for nearly a year. He then transitioned to RBC Capital Markets as an Analyst for one year. Following this, he joined Baird as Assistant Vice President for three years before returning to Siebert Williams Shank, where he progressed from Vice President to Senior Vice President.