[email protected] & No phone number available.

Alvin Ortiz

Well-rounded international banker with 30 years of extensive global banking experience focusing on Private Banking, Wealth Management, Corporate/Business... | Bendigo And Adelaide Bank, 12 PIRIE ST, Australia

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Alvin Ortiz’s Emails [email protected]

Alvin Ortiz’s Phone Numbers No phone number available.

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Alvin Ortiz’s Location Bendigo And Adelaide Bank, 12 PIRIE ST, Australia

Alvin Ortiz’s Expertise Well-rounded international banker with 30 years of extensive global banking experience focusing on Private Banking, Wealth Management, Corporate/Business Banking and Retail Banking. My years of experience encompassed international roles such as: Senior Relationship Manager, Senior Credit Analyst, Trust Specialist and Senior Private Banker. I have undertaken Credit Skills Training, Certificate IV in Mortgage Brokering and Finance and RG 146 in Australia, Wealth Management Licenses in Hong Kong and Singapore, Risk Management Training, Sales and Compliance Training. Expertise in the following banking of products and services: home and small business loans, equities & bond/debt capital markets, structured notes, foreign exchange, funds, mutual funds, corporate finance, M&A, term loans, syndicated loans, cash management and trade transactions, estate planning and retirement, life insurance and variable life insurance and general insurance. I also have received multiple banking awards mostly focused on customer service.

Alvin Ortiz’s Current Industry Bendigo Bank Private Banking

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Work Experience

Bendigo Bank Private Banking

Relationship Executive - Bendigo Bank Private Banking

Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Bendigo And Adelaide Bank

Senior Mobile Relationship Manager

Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Bendigo And Adelaide Bank

Senior Mobile Relationship Manager

Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Bendigo And Adelaide Bank

Mobile Relationship Manager - Residential and Small Business Lending

Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Banksa

Business Banking Manager

Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Hsbc

Relationship Manager

Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Private Consultancy

Senior Banking Consultant

Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Efg Private Bank

Senior Client Officer / SVP

Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Bdo Unibank

Sales Head - Wealth Management & Trust Group

Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Anz

Senior Private Banker - Sr. Director

Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Credit Suisse

Private Banker - VP

Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Citi

VP/ Team Head - Corporate Banking Group

Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Standard Chartered Bank

VP/Senior Relationship Manager

Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Citi

VP Relationship Manager

Mon Nov 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)

Bdo Unibank

Business and Corporate Relationship Manager

Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Alvin Ortiz Email Addresses

[email protected] Email

Alvin Ortiz Phone Number

No phone number available. Phone number

FAQ About Alvin Ortiz

Alvin Ortiz is located at
Bendigo And Adelaide Bank, 12 PIRIE ST, Australia

Alvin Ortiz is a
Well-rounded international banker with 30 years of extensive global banking experience focusing on Private Banking, Wealth Management, Corporate/Business Banking and Retail Banking. My years of experience encompassed international roles such as: Senior Relationship Manager, Senior Credit Analyst, Trust Specialist and Senior Private Banker. I have undertaken Credit Skills Training, Certificate IV in Mortgage Brokering and Finance and RG 146 in Australia, Wealth Management Licenses in Hong Kong and Singapore, Risk Management Training, Sales and Compliance Training. Expertise in the following banking of products and services: home and small business loans, equities & bond/debt capital markets, structured notes, foreign exchange, funds, mutual funds, corporate finance, M&A, term loans, syndicated loans, cash management and trade transactions, estate planning and retirement, life insurance and variable life insurance and general insurance. I also have received multiple banking awards mostly focused on customer service. Bendigo Bank Private Banking

Alvin Ortiz currently works in the
Bendigo Bank Private Banking

Alvin Ortiz specializes in
Well-rounded international banker with 30 years of extensive global banking experience focusing on Private Banking, Wealth Management, Corporate/Business Banking and Retail Banking. My years of experience encompassed international roles such as: Senior Relationship Manager, Senior Credit Analyst, Trust Specialist and Senior Private Banker. I have undertaken Credit Skills Training, Certificate IV in Mortgage Brokering and Finance and RG 146 in Australia, Wealth Management Licenses in Hong Kong and Singapore, Risk Management Training, Sales and Compliance Training. Expertise in the following banking of products and services: home and small business loans, equities & bond/debt capital markets, structured notes, foreign exchange, funds, mutual funds, corporate finance, M&A, term loans, syndicated loans, cash management and trade transactions, estate planning and retirement, life insurance and variable life insurance and general insurance. I also have received multiple banking awards mostly focused on customer service.

Alvin Ortiz speaks the following languages:
No languages available.

Alvin Ortiz has prior experience in the following industries:
Bendigo And Adelaide Bank , Bendigo And Adelaide Bank , Bendigo And Adelaide Bank , Banksa , Hsbc , Private Consultancy , Efg Private Bank , Bdo Unibank , Anz , Credit Suisse , Citi , Standard Chartered Bank , Citi , Bdo Unibank

Alvin Ortiz has the following professional experience:
Bendigo Bank Private Banking , Bendigo And Adelaide Bank , Bendigo And Adelaide Bank , Bendigo And Adelaide Bank , Banksa , Hsbc , Private Consultancy , Efg Private Bank , Bdo Unibank , Anz , Credit Suisse , Citi , Standard Chartered Bank , Citi , Bdo Unibank .