Anne Mortera Email & Phone Number
Director of Advisor Growth and Engagement @ Private Advisor Group
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Anne Mortera Location
- California, United States
Anne Mortera Work
- Director of Advisor Growth and Engagement @ (May 2021 - Present)
- Regional Vice President, Service and Engagement Officer @ First Allied Securities, Inc. (May 2020 - May 2021)
- Senior Vice President, Advisor Relations @ First Allied Securities, Inc. (December 2015 - May 2020)
- Senior Vice President, Commission Accounting @ First Allied Securities (September 2000 - November 2015)
Anne Mortera Education
- San Diego State University
Bachelor of Science - BS (Business Administration (Finance))
Anne Mortera Skills
- Alternative Investments
- Investments
- Securities
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Mutual Funds
- Wealth Management
- FINRA
- Finance
- Investment Advisory
- Management
- Asset Allocation
- Financial Planning
- Portfolio Management
- Mergers & Acquisitions
- Financial Services
- Series 7
- Series 66
- Series 63
- Microsoft Office
- Business Strategy
- Project Management
- Strategic Financial
- Mergers and Acquisitions
Anne Mortera Summary
- Anne Mortera, based in California, United States, is currently a Director of Advisor Growth and Engagement at Private Advisor Group. Anne Mortera brings experience from previous roles at First Allied Securities, Inc. and First Allied Securities. Anne Mortera holds a Bachelor of Science - BS in Business Administration (Finance) @ San Diego State University. With a robust skill set that includes Alternative Investments, Investments, Securities, Strategic Financial Planning, Asset Management and more. Anne Mortera has 2 emails and 1 mobile phone numbers on RocketReach.
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