How I can help you

My desire is to assist business entrepreneurs succeed in the startup and ongoing operation of their business by sharing my experience in business ownership, finance, budgeting, cash flow analysis, and operational optimization.

My 40+ year career has included roles as accounting director, financial analysis and reporting manager, corporate finance consultant, small business entrepreneur, and personal financial advisor.  I was fortunate to work 30+ years for one of the largest telecommunications companies in the world.  During this career, I was involved in the many aspects of accounting and reporting, which included process improvements and direct involvement with integrating complex financial systems after multiple mergers with acquired telecommunication companies.  As an entrepreneur, I created a private investment corporation which owned and operated three national brand franchise businesses. After retiring from telecommunication, I served both large and medium corporations with business development and process improvement projects in a consulting capacity.

In addition to my professional career, I have a strong commitment toward serving the community to assist individuals develop and strive for higher achievements.  I have served as a Junior Achievement volunteer at local schools.  I volunteered as a corporate advisor assisting other companines establish thier United Way campaigns.  I was co-founder and officer of one of the largest corporate minority employee development organizations in the nation.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Human Resources & Internal Communications

Industry Experience
  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing
  • Manufacturing & Industrial
  • Retail & Wholesale Trade

Education

Education:

Bachelor of Business Administration in Accounting, University of Texas at San Antonio

Certified Financial Planner Course Completion, University of Texas at San Antonio

Investment Licenses and Certification:  Series 3, 5, 6, 7, Insurance, Options


Sam Ortiz

Communication Methods

  • In Person