PresidentManaging DirectorsSenior AdvisorVice PresidentsAssociatesAnalystsAdministrationFinance & Operations |
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Christina Ortiz joined St. Charles Capital in May 2005 and is a Vice President. Ms. Ortiz is a FINRA licensed Financial and Operations Officer and is responsible for financial oversight and reporting, cash management, budgeting, employee benefits and 401(k) administration. She is also actively involved in the firm and transaction compliance. Ms. Ortiz oversees the general business operations and management of the support and accounting staff. From 2000 to 2005, Ms. Ortiz worked with a start-up benefits broker organization, primarily focusing on member growth and contract negotiations with Network providers as well as general oversight of the business. Ms. Ortiz is a Director, and currently serves as the Treasurer on the Executive Committee, of Summer Scholars, a non-profit organization providing year-round literacy and social skills programs to low-income, academically struggling elementary students. Christina is an alumna and active member of the Circle of Latina Leadership, a Denver-based program dedicated to training Latina leaders. Ms. Ortiz graduated from the University of Colorado at Boulder with a B.S. in Finance and Management Operations. |
