Edgar Ortiz

Edgar Ortiz has a diverse work experience across various industries. Edgar started their career in 2016, working as a Territory Sales Manager - Summer Associate at Altria. In 2017, they joined Ipreo as an Analyst in Global Markets Intelligence before being promoted to the position of Senior Analyst in 2018. In the same year, they also started working as a Senior Associate at IHS Markit, where they stayed until 2021. At IHS Markit, they gained experience in research and analysis. In 2021, Edgar joined Exos as an Investment Banking Analyst, contributing to the development of a next-gen platform for B2B institutional finance. Within two years, they advanced to the role of Associate Vice President and eventually became the Vice President in 2023. Edgar's work experience demonstrates their adaptability and continuous professional growth in the fields of sales, market intelligence, and investment banking.

Edgar Ortiz earned a Bachelor of Arts (B.A.) degree in Econometrics and Quantitative Economics from the University of Connecticut, where they attended from 2013 to 2017. In addition to their undergraduate degree, Edgar also obtained several certifications. In August 2018, they passed Level I of the CFA Program offered by the CFA Institute. Later that year, in December, they successfully completed the Securities Industry Essentials (SIE) Exam administered by FINRA (Financial Industry Regulatory Authority). In March 2017, Edgar obtained the Bloomberg Market Concepts certification. More recently, in August 2021, they obtained the Series 79 certification from FINRA, and in December 2021, they obtained the Series 65 certification, also granted by FINRA.