Fatima E Sosa Ortiz

Current Employers

Employment History

• 03/2020 → 07/2022
  Jpmorgan Chase Bank, N.A.
  Saint Helena, CA
• 10/2020 → 07/2022
  J.P. Morgan Securities Llc
  Saint Helena, CA
• 12/2019 → 02/2020
  Pathfinder Marketing Solution
  Santa Rosa, CA
• 05/2019 → 07/2019
  Zoe Organics
  Angwin, CA
• 06/2018 → 06/2019
  Pacific Union College
  Angwin, CA
• 11/2016 → 05/2019
  Dentech Services
  Angwin, CA
• 03/2019 → 04/2019
  Spring Mountain Wineery
  Saint Helena, CA
• 09/2013 → 06/2019
  Pacific Union College
  Angwin, CA
• 08/2019 → 11/2019
  Unemployed
  Angwin, CA
• 07/2021 → 07/2022
  Stornetta Made, Inc.
  Sonoma, CA
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA
• 07/2025 → Present
  Bank Of America, N.A.
  Napa, CA

Other Businesses

I* 1825283 Entity Type: Charitable Name: Napa County Hispanic Chamber of Commerce Investment related: No Address of business: Napa, CA, 94581 Position, title, association: Board Member Start date of relationship: 06/03/2024 Number of hours devoted: 3 hrs monthly Number of hours devoted during trading hours: 0 Duties: The Membership Director is responsible for overseeing all aspects of membership development and retention at the Napa County Hispanic Chamber of Commerce. This individual will work closely with the President, Board of Directors, and staff to promote the chambers membership benefits and recruit new members to join. Duties and Responsibilities: Maintain a list of prospects for membership, including those who have attended chamber mixers and other events. Initiate contact with prospects and follow up through the sales and conversion process. Close sales and convert prospects into new members. Maintain a list of prospects and their contact information online. Ensure that the membership application and completion process is handled properly in the Chamber Master system. Collect and maintain full contact information for new members. Oversee the onboarding process for new members. Personally invite new members to engage with the organization and participate in events. I*: 2009278 Entity: Charitable Name: Order Sons and Daughters of Italy in America - 2043 Napa Address: Napa, CA Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/13/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: OSDIA Napa Lodge #2043 is a grassroots organization committed to celebrating, promoting and cultivating old world Italian culture, traditions, language, ancestral legacy, and contributions to the modern world. 1. Assist president as liaison with community government.2. Be well versed in Lodge, state and national bylaws.3. Direct contact with members regarding all laws governing the Order. I*: 2575292 Entity Type: Not for Profit Name of OBA: Leadership Napa Valley Address: Napa, CA 94559 Investment Related: No Position, Title, Association: Participant Employee Start Date: 08/08/2025 Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: Participants are tasked with exploring underserved areas of the community including government, business, health industry, tourism, agriculture and more. The group then focuses on applying leadership skills to develop short- and long-term strategies to aid various non-profit organizations.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20
• S63 Uniform Securities Agent State Law Examination
  2021-03-11

Other Names

• Fatima E Sosa
• Fatima Esbeydi Sosa
• Fatima E Sosa Ortiz
• Fatima Sosa
• Fatima Sosa Ortiz
• Fatima Esbeydi Sosa Ortiz
• Fatima E Sosaortiz