Mahany Ortiz

Support Lead

Mahany is Support Lead at Flourish and is responsible for overseeing the client support team. 

Before joining Flourish in 2019, Mahany worked as a financial advisor at the United Nations Federal Credit Union & Raymond James Financial Services for 12 years, providing financial investment advice to UNFCU members. 

Outside of Flourish, she enjoys spending time with her family, whether it's grabbing a bite to eat or enjoying a movie together. 

Mahany holds a BS in Business Administration with a concentration in Management from New York Institute of Technology. She holds her Series 7, 24, and 63 licenses. 

Fun Fact: Mahany enjoys painting and working in her garden, but has her eyes on woodworking as her next hobby.

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