Augustine J Ortega

age ~77

from Hanahan, SC

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Also known as:

Augustine Judy Ortega
Augustine Judith Ortega
Judith Ann Ortega
Augustine J Deneveortega
James Ortega Augustine
Aubyn J Ortega
Augusine J Ortega
Augustine J Sur
Augustine Deneve
Judith Deneve-Ortega

Connected to:

Augustine Ortega Phones & Addresses

Hanahan, SC
Ruskin, FL
Chesapeake, VA
1008 E Recess Rd, Hanahan, SC 29410 • (843)7299473

Work

Company:

York & associates
Aug 2013
Position:

Financial advisor

Education

School / High School:

College of Charleston- Charleston, SC
Sep 2004
Specialities:

Certified Financial Analyst

Skills

Proficient in various computer programs ... • Windows Power Point • Windows Excel • CMS • and others. Professional writer • financial and technical industries. Fi... • Customer Service Specialist • analytical/methodical/pragmati... probl...

Emails

a***[email protected]

Resumes

Financial Advisor

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Location:

1008e Recess Rd, Hanahan, SC 29410

Industry:

Financial Services

Work:

College of Charleston May 2013 - Jul 2014
Instructor
Ameriprise Financial Services, Inc. May 2013 - Jul 2014
Financial Advisor
Merrill Lynch 2012 - Jul 2013
Financial Advisor
Jk Harris & Company Apr 2010 - Jan 2012
Senior .Tax Advisor
Jk Harris Advisors Jan 2000 - Apr 2010
Vice President

Education:

College of Charleston 2004 - 2006
United States Merchant Marine Academy 1968 - 1972
Bachelors, Bachelor of Science, Engineering

Skills:

Financial Services
Services

Interests:

Photography
Golf
Stained Glass
Cooking

Languages:

Spanish

Certifications:

Certified Financial Planner
License 111508
Cfp Board of Standards, License 111508

Augustine Ortega

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Augustine Ortega Goose Creek, SC

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Work:

York & Associates

Aug 2013 to 2000
Financial Advisor JK Harris Advisors, LLC

Jan 2000 to 2000
Sr. Tax Advisor/ Business Valuation Specialist Merrill Lynch
Mount Pleasant, SC
May 2012 to Jul 2013
Finacial Advisor JK Harris Advisors. LLC
Goose Creek, SC
Feb 2000 to Jul 2011
VP financial Planning/chief compliance Officer DOD (US Navy, CNSY, NNSY)
Portsmouth, VA
Sep 1978 to Feb 1999
Project Manager/Nuclear Engineer Supervisor

Education:

College of Charleston
Charleston, SC
Sep 2004 to Mar 2006
Certified Financial Analyst USMMA
Kings Point, NY
1968 to 1972
Bachelor of Science in Mechanical Engineering

Skills:

Proficient in various computer programs including Access, Windows Power Point, Windows Excel, CMS, and others. Professional writer, financial and technical industries. Financial Analyst. Tax Advisor, Customer Service Specialist, analytical/methodical/pragmati... problem solver.