Ivan Ortega

Ivan Ortega is a seasoned professional with diverse experience spanning various industries. Currently serving as a Retirement Strategist for Ortega Financial in partnership with Tarkenton Financial since January 2012, Ivan specializes in tax-advantaged strategies to enhance clients' quality of life before and during retirement. As the Owner of Atlanta Roofers Professionals since June 2008, Ivan emphasizes customer education in the roofing process and offers extensive warranties on services. Previous roles include Financial Specialist at Wachovia Bank from 2004 to 2007, where Ivan focused on building advisory relationships and developing client-centered sales strategies, and Loan Officer at Countrywide Home Loans from 2003 to 2004. Early career experience includes Operations Manager at CNS/Fastconnect Communications Corp. from 1998 to 2003, overseeing the prepaid phone card platform. Ivan holds a degree in Business Administration and Accounting from UAEM, earned between 1983 and 1988.