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Steve Orta
Steve Orta
Managing Director & Partner | TCG, a HUB International company
Austin, Texas, United States
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.
Steve Orta
Work Experience
Managing Director & Partner at
TCG, a HUB International company
September 2017 - Present
Director, Sales at
First Public Investments
November 2004 - September 2017
Sr Manager at
ETRADE Global Asset Management Inc
January 2003 - November 2004
Sr. Manager, Fixed Income at
ETRADE Global Asset Management Inc
January 2001 - January 2003
Active duty and reserves at
United States Marine Corps
June 1989 - June 2001
Trading desk at
E*TRADE from Morgan Stanley
January 1996 - January 2001
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
*****@tcgservices.com
**********@firstpublic.com
Colleagues
Chief Technology Officer
President
Vice President, Business Development, Southeast Region
Chief Operating Officer
Executive Vice President
Executive Vice President
VP Institutional Business Development
SVP and Executive Compensation Consultant