Sr. Client Associate, Office Manager
Sheila Ortiz brings a wealth of business and financial services knowledge to River’s Edge. She began her career by managing a family business, then worked as an Operations Manager for Old Navy, and in 2004 joined Wachovia (now Wells Fargo) as a Teller Manager. In 2011, she was promoted to Administrative Assistant for the Regional Brokerage Manager at Wells Fargo Advisors. In 2015, she began working with Tony Frigoletto.
Sheila has always enjoyed roles that have allowed her to interact directly with clients because she’s an excellent communicator, a people-person, and a problem-solver. And she’s equally good behind the scenes, putting processes in place that ensure a smooth client experience.
For 29 years, she’s been married to Michael and they have two boys: Jonathan, who recently graduated with a BSN in nursing and works at Monmouth Medical Center, and Brandon, an eighth grader, who plays travel soccer and plays for his middle school soccer team. For fun, she enjoys singing karaoke (in the privacy of her own home), spending time with family friends, playing games, eating out, and traveling—which she hopes to return to very soon!