org placeholder image

Jeff Ortega

Senior Client Service Administrator at Rowling & Associates

  • LinkedIn

Email Email: j****@rowling.com

phone noPhone Number: (***)-***-****

Experienced professional with a demonstrated history of working in the financial services industry. Skilled in Branch Operations, Relationship Management, Leadership, Negotiation, Microso...

Read More

map
ROWLING & ASSOCIATES

ROWLING & ASSOCIATES

  • description Description
    Rowling & Associates is a Tax Planning & Tax-Efficient Wealth Management firm providing #fiduciary #feeonly financial planning and investment advice in our clients' best interests. Did you kn...

    Read More

  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Rowling & Associates Org Chart and Mapping

Employees

Steve Doster

Financial Planning Manager

Tara Weisinger

Principal, Director of Tax Services

Jeff Ortega

Senior Client Service Administrator

Cfp® Lorenzo Sanchez

Principal, Director of Wealth Management

Frequently Asked Questions Regarding Jeff Ortega

Answer: Jeff Ortega works for Rowling & Associates as Senior Client Service Administrator

Answer: Jeff Ortega’s role in Rowling & Associates is Senior Client Service Administrator

Answer: Jeff Ortega's email address is j***@gmail.com

Answer: Jeff Ortega's business email address is j****@rowling.com

Answer: Jeff Ortega’s direct phone number is (***)-***-****

Answer: Jeff Ortega works in the industry of: Financial Services

Answer: Jeff Ortega is the current Senior Client Service Administrator at Rowling & Associates.... Read More

Answer: Jeff Ortega works Rowling & Associates located at 8889 Rio San Diego Dr, San Diego, California, 92108, United States

Answer: Rowling & Associates's Senior Client Service Administrator is Jeff Ortega

Answer: Jeff Ortega contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@rowling.com

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access