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Geraldine Ortiz

Geraldine Ortiz

MD, Tax Information Reporting Policy & Compliance

Charles Schwab•Orlando, Florida, United States

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Experience29+ Years
LevelCXO

Executive Overview

Specialties: Tax, Information Reporting, Compliance, FATCA, CRS,

Career Timeline

Professional employment history
  • United Cerebral Palsy of Central FloridaCurrent
    Apr 2024–Present· 2 yrs 6 mos
    • Member, Board of DirectorsCurrent
      Apr 2024–Present
  • Charles SchwabCurrent
    Jun 2013–Present· 13 yrs 4 mos
    • Managing Director, Tax Information Reporting, Policy and ComplianceCurrent
      Jun 2013–Present
    • Vice President, Tax Information Reporting, Policy and Compliance
      Jun 2013–Dec 2025
  • TIAA
    Oct 1997–Jun 2013· 15 yrs 8 mos
    • Director, Tax Operations
      May 2010–Jun 2013
    • Compliance Officer
      Feb 2008–Aug 2010
    • Business Manager/Spec Asst to CFO
      Feb 2007–Feb 2008
    • Tax Compliance Manager
      Jun 2000–Feb 2007
    • Tax Compliance Representative/Specialist
      Oct 1997–Jun 2000

Education

Master of Laws (LLM)

Tax

New York Law School

Doctor of Law (JD)

Tax

New York Law School

BA

political science

The College of New Jersey

Executive Relationship Map

Reports To
Geraldine Ortiz
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Financial AdvisoryRelationship ManagementFinancial RiskLife InsuranceFinanceRetirementDue DiligenceRetirement PlanningPensionsInternal ControlsEquitiesWealthExecutive ManagementPersonal Finance401kUniform Combined State LawProcess ImprovementEmployee BenefitsIncome TaxBanking