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Jeff Ortega

Senior Client Service Administrator at Rowling & Associates

  • LinkedIn

Email Email: j****@rowling.com

phone noPhone Number: (***)-***-****

Experienced professional with a demonstrated history of working in the financial services industry. Skilled in Branch Operations, Relationship Management, Leadership, Negotiation, Microso...

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ROWLING & ASSOCIATES

ROWLING & ASSOCIATES

  • description Description
    Rowling & Associates is a Tax Planning & Tax-Efficient Wealth Management firm providing #fiduciary #feeonly financial planning and investment advice in our clients' best interests. Did you kn...

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  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
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Employees

Cfp® Lorenzo Sanchez

Principal, Director of Wealth Management

Tara Weisinger

Principal, Director of Tax Services

Steve Doster

Financial Planning Manager

Jeff Ortega

Senior Client Service Administrator

Frequently Asked Questions Regarding Jeff Ortega

Answer: Jeff Ortega works for Rowling & Associates as Senior Client Service Administrator

Answer: Jeff Ortega’s role in Rowling & Associates is Senior Client Service Administrator

Answer: Jeff Ortega's email address is j***@gmail.com

Answer: Jeff Ortega's business email address is j****@rowling.com

Answer: Jeff Ortega’s direct phone number is (***)-***-****

Answer: Jeff Ortega works in the industry of: Financial Services

Answer: Jeff Ortega is the current Senior Client Service Administrator at Rowling & Associates.... Read More

Answer: Jeff Ortega works Rowling & Associates located at 8889 Rio San Diego Dr, San Diego, California, 92108, United States

Answer: Rowling & Associates's Senior Client Service Administrator is Jeff Ortega

Answer: Jeff Ortega contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@rowling.com

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