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Annette Ortiz
Annette Ortiz
Principal/Owner | Messer Financial Group
Charlotte, North Carolina, United States
Annette Ortiz
Summary
Annette Ortiz is a seasoned professional with over 15 years of experience in the insurance industry, currently serving as Principal and Owner at Messer Financial Consulting, Inc. Based in Charlotte, North Carolina, she specializes in employee benefits and retirement planning, advocating for clients' needs with a strong commitment to making a positive impact on their lives. Annette's expertise spans various insurance products, including health, disability, and life insurance, showcasing her comprehensive understanding of complex financial solutions. Her leadership experience as a former District Sales Manager has equipped her with the skills to mentor and develop top-tier insurance agents. With a degree in Business Management and Marketing from Pace University, she combines academic knowledge with practical insights to drive business success. Annette is passionate about empowering individuals and businesses to make informed decisions regarding their insurance and financial planning needs. Her approach is not just about sales; it's about building lasting relationships and trust with her clients.
Annette Ortiz
Work Experience
Principal/Owner at
Messer Financial Consulting
April 2006 - Present
Sr. VP Group Solutions - Employee Benefits at
Messer Financial Group
April 2006 - Present
District Sales Manager at
Messer Financial Group
January 2004 - January 2006
Annette Ortiz
Education
January 1987
Frequently Asked Questions about Annette Ortiz
What is Annette Ortiz email address?
Annette Ortiz's primary email address is ******@messerfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Annette Ortiz work for?
Annette Ortiz is a Principal/Owner at Messer Financial Group, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.
Where Annette Ortiz graduated from?
Annette Ortiz holds a degree in Business Management And Marketing from Lubin School of Business.
How can I directly contact Annette Ortiz?
To contact Annette Ortiz directly, you can use the email address ******@messerfinancial.com. Complete contact information is available upon registration with Muraena.
Who is Annette Ortiz?
Annette Ortiz is a seasoned professional with over 15 years of experience in the insurance industry, currently serving as Principal and Owner at Messer Financial Consulting, Inc. Based in Charlotte, North Carolina, she specializes in employee benefits and retirement planning, advocating for clients' needs with a strong commitment to making a positive impact on their lives. Annette's expertise spans various insurance products, including health, disability, and life insurance, showcasing her comprehensive understanding of complex financial solutions. Her leadership experience as a former District Sales Manager has equipped her with the skills to mentor and develop top-tier insurance agents. With a degree in Business Management and Marketing from Pace University, she combines academic knowledge with practical insights to drive business success. Annette is passionate about empowering individuals and businesses to make informed decisions regarding their insurance and financial planning needs. Her approach is not just about sales; it's about building lasting relationships and trust with her clients.
Annette`s contact details
******@messerfinancial.com
Colleagues
President / CEO
Chairman
Vice President Marketing
Vice President Operations
CEO
Sr VP Group Solutions
Executive Vice President
President Group Division
Chief Marketing Officer