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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
Industries
Fashion
Lifestyle
Outdoor
Run
Snow
Streetwear
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HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary
Activity
Projects

No information

Work experience
Image Merrill Lynch Wealth Management, Bank of America Corporation

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.
Image Western Securities & PFS investments

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.
Image Bank of America Montgomery Securities

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.
Image Cowen and Company

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
Image Boston University

Boston University

Bachelor's Degree | 1979 - 1983

Connections
Companies (0)

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1501 Lincoln Blvd.#1014 Venice, CA. 90291