Orly is a Senior Finance and Accounting Analyst for Icon Wealth Partners. She provides her expertise in financial modeling, budgeting, and forecasting to assist in the preparation of financial information and strategic internal reporting for management meetings. Orly is detail oriented, collaborative and an analytical problem-solver with a proven track record of establishing a culture of operational excellence.
Prior to joining Icon, she worked in commercial banking at JP Morgan Chase managing a portfolio of clients and monitoring and assessing their financial performance.
Orly earned her bachelor’s degree in business from Universidad del Pacifico in Lima, Peru and holds a Master of Business Administration with a concentration in Finance from Boston University. She also completed with Honors her Credential of Readiness from Harvard Business School.
Orly is a native of Peru and resides in Houston with her husband and two children. In her leisure time she enjoys outdoor activities and visiting national parks.
