Luma Financial Technologies
Pablo Ortega has extensive work experience in the finance industry. Pablo is currently serving as a Director at Luma Financial Technologies since June 2022. Prior to this, they worked at Citi for several years, holding various roles including Director from January 2019 to June 2022, Vice President from January 2013 to January 2019, and Associate from June 2011 to January 2013. Pablo also has experience working at Morgan Stanley, where they were an Analyst from July 2008 to June 2011, and as a Summer Analyst in 2007. Additionally, they completed an internship at Morningstar in 2006. Throughout their career, Pablo has demonstrated expertise in derivative-based solutions, structured investments, and portfolio restructuring in the Latin American market. Pablo has worked with institutional clients, financial institutions, and private clients, providing tailored solutions across asset classes such as equities, credit, interest rates, FX, and commodities.
Pablo Ortega attended the University of Notre Dame from 2004 to 2008, where they obtained a Bachelor's degree in Business Administration with a focus on Finance. No further information is provided regarding any additional certifications or qualifications they may have obtained.
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Luma Financial Technologies
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors andclients are maximizing their purchases.It was founded in 2018 and headquartered in Cincinnati, Ohio.