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Steve Orta

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Steve Orta

Managing Director & Partner | TCG, a HUB International company

Austin, Texas, United States

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Steve Orta

Summary

Steve Orta is an accomplished Managing Director and Partner with extensive experience in the financial services and insurance sectors. His background as a US Marine Corps veteran adds a unique perspective to his leadership and business development skills. With a solid educational foundation in Managerial Economics from the University of California, Davis, he has honed his expertise in investment management, retirement planning, and healthcare consulting. Steve is adept at building strong client relationships and navigating complex sales environments, particularly in state and local government sectors. His proficiency is further demonstrated by a range of FINRA licenses and a commitment to professional growth. Steve's diverse career spans roles in both corporate and consulting environments, showcasing his adaptability and broad understanding of the industry. He is passionate about leveraging technology to enhance service delivery in financial advisory services.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Steve Orta

Work Experience

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Managing Director & Partner at

TCG, a HUB International company

September 2017 - Present

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Director, Sales at

First Public Investments

November 2004 - September 2017

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Sr Manager at

ETRADE Global Asset Management Inc

January 2003 - November 2004

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Sr. Manager, Fixed Income at

ETRADE Global Asset Management Inc

January 2001 - January 2003

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Active duty and reserves at

United States Marine Corps

June 1989 - June 2001

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Trading desk at

E*TRADE from Morgan Stanley

January 1996 - January 2001

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Steve Orta

Education

University of California, Davis, B.S Managerial Economics

January 1989 - January 1994

Frequently Asked Questions about Steve Orta

What is Steve Orta email address?

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

What company does Steve Orta work for?

Steve Orta is a Managing Director & Partner at TCG, a HUB International company.

Where Steve Orta graduated from?

Steve Orta holds a degree in Business Administration And Management, General from University of California, Davis.

How can I directly contact Steve Orta?

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

Who is Steve Orta?

Steve Orta is an accomplished Managing Director and Partner with extensive experience in the financial services and insurance sectors. His background as a US Marine Corps veteran adds a unique perspective to his leadership and business development skills. With a solid educational foundation in Managerial Economics from the University of California, Davis, he has honed his expertise in investment management, retirement planning, and healthcare consulting. Steve is adept at building strong client relationships and navigating complex sales environments, particularly in state and local government sectors. His proficiency is further demonstrated by a range of FINRA licenses and a commitment to professional growth. Steve's diverse career spans roles in both corporate and consulting environments, showcasing his adaptability and broad understanding of the industry. He is passionate about leveraging technology to enhance service delivery in financial advisory services.

Steve`s contact details

mail

*****@tcgservices.com

**********@firstpublic.com

Colleagues

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Ryan Swayze

Chief Technology Officer

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Eric Williams

Vice President, Business Development, Southeast Region

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Melissa Kirk

Chief Operating Officer

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Cfp Christopher Jamail

Executive Vice President

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Cfa Dennis Bielik Cfp Frm

Executive Vice President

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Hillary Poole

VP Institutional Business Development

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Mason Moses Mpa

SVP and Executive Compensation Consultant

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