Francisco Ortiz-Zepeda

Financial Services Professional at New York Life Investments

Francisco Ortiz-Zepeda, MBA, is a seasoned financial services professional with extensive experience in various roles across multiple industries. Currently, at Nylife Securities LLC since January 2020, Francisco serves as a Registered Representative, offering a range of securities products and services. Previous positions include Market Point Sales Agent at Humana, where effective communication regarding Medicare plans was key, and Team Supervisor at Woodbridge Winery, assisting in operational reviews and cross-functional collaboration. As a Hybrid Technical Operator at E. & J. Gallo Winery, Francisco utilized Six Sigma methodologies for project management and efficiency improvements. Early career roles at Yellowbook USA and The Modesto Bee focused on account management and customer service, achieving high retention and revenue growth. Educational credentials include a Bachelor of Applied Science and a Master of Business Administration, both from California State University, Stanislaus.

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