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Mickey Orta

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Mickey Orta

Senior Vice President Wealth Management | NBT Bank

City of Glens Falls, New York, United States

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Mickey Orta

Summary

Mickey Orta is a seasoned financial executive with extensive experience in wealth management and investment strategies. Currently serving as Senior Vice President of Wealth Management at Nbt Bank, Mickey has honed his expertise in asset allocation, financial planning, and strategic investment management over a successful career spanning two decades. His prior roles include Vice President and Portfolio Manager at Key Bank and Senior Vice President at Glens Falls National Bank, where he played a pivotal role in enhancing client portfolios. With a Bachelor's degree in Economics and Finance from the State University of New York at Plattsburgh, Mickey combines academic knowledge with practical experience to deliver exceptional financial solutions. His leadership in managing wealth for diverse clients reflects his commitment to strategic financial planning and trust management. Mickey is known for his analytical approach and ability to navigate complex financial landscapes, making him a trusted advisor in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Mickey Orta

Work Experience

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Senior Vice President Wealth Management at

NBT Bank

August 2018 - Present

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Senior Vice President Wealth Management at

Glens Falls National Bank & Trust Co

January 2016 - August 2018

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Vice President & Investment Department Manager at

Glens Falls National Bank & Trust Co

January 2013 - August 2018

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Vice President & Portfolio Manager at

Key Corp Inc

September 2003 - March 2006

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Mickey Orta

Education

State university of New York at Plattsburgh, Bachelor

January 1993 - January 1997

Frequently Asked Questions about Mickey Orta

What is Mickey Orta email address?

Mickey Orta's primary email address is *****@nbtbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mickey Orta work for?

Mickey Orta is a Senior Vice President Wealth Management at NBT Bank, a company specializing in National commercial banks.

Where Mickey Orta graduated from?

Mickey Orta holds a degree in Economics And Finance from State university of New York at Plattsburgh.

How can I directly contact Mickey Orta?

To contact Mickey Orta directly, you can use the email address *****@nbtbank.com. Complete contact information is available upon registration with Muraena.

Who is Mickey Orta?

Mickey Orta is a seasoned financial executive with extensive experience in wealth management and investment strategies. Currently serving as Senior Vice President of Wealth Management at Nbt Bank, Mickey has honed his expertise in asset allocation, financial planning, and strategic investment management over a successful career spanning two decades. His prior roles include Vice President and Portfolio Manager at Key Bank and Senior Vice President at Glens Falls National Bank, where he played a pivotal role in enhancing client portfolios. With a Bachelor's degree in Economics and Finance from the State University of New York at Plattsburgh, Mickey combines academic knowledge with practical experience to deliver exceptional financial solutions. His leadership in managing wealth for diverse clients reflects his commitment to strategic financial planning and trust management. Mickey is known for his analytical approach and ability to navigate complex financial landscapes, making him a trusted advisor in the industry.

Mickey`s contact details

mail

*****@nbtbank.com

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