Siebert Williams Shank
Oscar Ortiz began their career at Merrill Edge in September 2011 as a Financial Solutions Advisor before moving onto Merrill Lynch as a Retirement & Benefits Registered Representative in June 2012. Oscar then transitioned to RBC Capital Markets as an Analyst in May 2013 before moving to Baird where Oscar held the title of Assistant Vice President until April 2017. Currently, Oscar serves as the Senior Vice President at Siebert Williams Shank since April 2017. Oscar obtained their Bachelor's Degree in Politics from Princeton University in 2011.
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Siebert Williams Shank
Siebert Williams Shank is an independent non-bank financial services firm that offers investment banking, sales, and trading.