Directory

>

Annette Ortiz

avatar

Annette Ortiz

Principal/Owner | Messer Financial Group

Charlotte, North Carolina, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Annette Ortiz

Work Experience

💼

Principal/Owner at

Messer Financial Consulting

April 2006 - Present

company logo

Sr. VP Group Solutions - Employee Benefits at

Messer Financial Group

April 2006 - Present

company logo

District Sales Manager at

Messer Financial Group

January 2004 - January 2006

Logos provided by Logo.dev

Annette Ortiz

Education

Lubin School of Business, Bba

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

mail

******@messerfinancial.com

Colleagues

Gary Martin

President / CEO

avatar
Roy Messer

Chairman

avatar
Micah Mathews

Vice President Marketing

Kathy Armet

Vice President Operations

Dennis White

Sr VP Group Solutions

avatar
Jeff Street

Executive Vice President

avatar
Dennis White

President Group Division

avatar
Justin Mckim

Chief Marketing Officer

View Contact details (it's free)
Request Profile Removal