Alison Mortarotti: in Huntsville, UT
Alison Mortarotti
Huntsville | United States
Skills
No information
Interests
Volunteering
Cooking
Founder ogden valley women's ski club( skiing and hiking)
yoga
Summary
Activity
Projects
No information
Work experience
Merrill Lynch Wealth Management, Bank of America Corporation
Financial Advisor | 02/2011 - 06/2014
Financial Advisor- Client base focused on Women & Wealth, Individuals, Business' and Foundations in transitions; includes retirement, widows, divorce, job change creative financial lending and new asset management. Gathered over $10 million in assets in 2 years. Twice awarded Bull run winner. Voted best broker person and financial advisor by clients.
Western Securities & PFS investments
Investment Advisor | 01/2005 - 02/2010
Worked as a Financial Advisor and Registered Representative part time to maintain licenses while full time mother and community volunteer and corporate fundraiser.
Bank of America Montgomery Securities
Vice President, Institutional Sales | 03/1999 - 11/2002
Research sales coverage of Institutional Investment accounts. Initiated an Institutional Market Group with Managing Director. Focused on Institutional Investor Voting accounts, prime brokerage and hedge funds. Voted top broker by several accounts. Grew commissions 500% off Initial base. Prospected new accounts and generated $5 million in commissions.
Cowen and Company
Director, Institutional Equity Sales | 10/1990 - 04/1997
Research sales coverage west coast accounts. Utilized research and investment experience to provide value added ideas to portfolio managers. Significantly grew investment banking and IPO business from co-managed to lead managed deals. Voted Top Broker. Developed new and significantly expanded existing accounts.Grew gross commission dollars from $100,000 to $4million.
Education history
Boston University
Bachelor's Degree | 1979 - 1983
Connections
Companies (0)
No information