Client Services Associate

Ciro A. Olortegui

Ciro A. Olortegui Biography Photo
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Ciro A. Olortegui

Ciro A. Olortegui joined the Evensky & Katz / Foldes Financial team in November 2018 as a client services associate.

 

Mr. Olortegui began his career at Bank of America as a customer service representative before AT&T recruited him to do sales. Prior to joining the firm, he worked for Charles Schwab & Co. International as a client services and operations specialist. He attended Miami-Dade College, where he earned his Bachelor of Applied Science degree in business supervision and management and worked as an intern on the Goldman Sachs 10,000 Small Businesses initiative for South Florida.

 

He currently resides in Miami, Florida, with his wife, son, and dog. Ciro enjoys playing sports, traveling, and spending time with friends and family. 

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