Susan Ortega

Susan Ortega has a diverse work experience spanning several companies and roles. Susan began their career at Morgan Stanley Credit Corporation in 1998 as a Marketing Associate for Home Lending, where they worked until 2004. Susan then joined Morgan Stanley Investment Management as a Project Coordinator until 2006. After that, they worked at Van Kampen Investments as an Internal Wholesaler for Managed Accounts until 2007. Susan then moved on to Bear Stearns as a Sales & Marketing Coordinator until 2008. Susan subsequently joined JP Morgan as an Associate Marketing Manager until 2010. Following that, they worked at UBS as part of the Advisory & Solutions Marketing team, managing the creation of marketing collateral for Financial Advisors until 2013. Susan's most recent position was at Schroders, where they worked as a Senior Marketing Specialist and is currently serving as the Intermediary Marketing Lead.

Susan Ortega holds a Bachelor of Arts degree in Communications from Saint Peter's University. Susan also has additional certifications in FINRA Series 66 and FINRA Series 7.