ASSOCIATE, CLIENT SERVICE

Mireya Ortiz


Mireya is an Associate on the Client Service Team working out of the Boston headquarters where she serves clients’ daily needs and provides guidance and support.  Her efforts involve a highly interactive, collaborative approach with client families and their advisors executing on the TwinFocus Family Office Solution.

ASSOCIATE, CLIENT SERVICE

Mireya Ortiz


Mireya is an Associate on the Client Service Team working out of the Boston headquarters where she serves clients’ daily needs and provides guidance and support.  Her efforts involve a highly interactive, collaborative approach with client families and their advisors executing on the TwinFocus Family Office Solution.

HISTORY


Mireya joined TwinFocus after earning valuable experience servicing affluent client families and high net worth individuals at a leading independent financial advisory firm in the nation as a Client Service Associate.  Having a strong desire to ensure her clients receive the highest level of attention, her role was dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives.   She brings a fresh perspective on high-touch service and client relationship management.

EDUCATION


Mireya earned her Bachelor of Science in Communications at Arizona State University. She has attained her Series 65 and is currently pursuing her Certified Financial Planner designation through Bryant University.

OUTSIDE THE OFFICE


Mireya lives in Boston and enjoys traveling, recreational volleyball and spending time with her family and friends.