Raul Ortega
Detroit,MI
Overview
9
9
years of professional experience
Summary
Proven Portfolio Manager with a track record of enhancing client relationships and portfolio performance at ICF. Excelled in client relationship management and quantitative analysis, boosting portfolio profitability and fostering team development. Leveraged critical thinking and presentation skills to secure and grow key accounts, achieving significant client satisfaction and repeat business.
Detail-oriented with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Work History
Portfolio Manager
ICF
08.2020 - Current
- Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Mentored junior team members, developing program manuals, weekly check-ins, and fostering professional development.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Established internal audit procedures to validate and improve accuracy of submitted rebate applications.
- Analyzed portfolio budget for profitability. forecasted charged hours on project. adjusted when necessary.
Account Manager
Nestle DSD
08.2016 - 11.2019
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
Account Manager - B2B Business Development
MBM
07.2015 - 08.2016
- Secured new business opportunities through networking and relationship-building activities.
- Nurtured long-term relationships with key clients, resulting in increased repeat business and referrals.
- Delivered impactful product presentations that resonated with clients'' unique challenges and needs.
- Managed a diverse portfolio of clients, ensuring timely communication and effective project management.
Education
MBA - Business Administration And Management
Davenport University
LivoniaSkills
- Client Relationship Management
- Presentation Skills
- Cross-Functional Collaboration
- Quantitative Analysis
- Critical Thinking
- Team Building Leadership
Timeline
Portfolio Manager
ICF
08.2020 - Current
Account Manager
Nestle DSD
08.2016 - 11.2019
Account Manager - B2B Business Development
MBM
07.2015 - 08.2016
MBA - Business Administration And Management
Davenport University
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