Claudia Ortiz

Team Leader - B2c at BTG Pactual

Claudia Ortiz is a seasoned professional with extensive experience in the financial services sector, currently serving as Team Leader - B2C at BTG Pactual since June 2024. Previously, Claudia held the position of Coordenadora Comercial B2C at Órama Investimentos from November 2021 to August 2024 and Gerente Geral at Sicoob Ouro Verde for a brief period in 2021. Notable past roles also include Gerente Geral de Agência at Itau-Unibanco from 2008 to 2020 and Gerente Geral at HSBC Investment Bank Brasil S.A. from 1992 to 2008. Claudia is recognized for achieving significant growth in client acquisition and satisfaction, including increasing contract management by 30% and customer satisfaction ratings to 95%. Claudia's academic background includes ongoing studies at FGV - Fundação Getulio Vargas and degrees in International Business and Foreign Trade from Universidade Paulista.

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams