Christopher Mortara Location
Boston, MA, US
Christopher Mortara Work
- 2018 - now Partner, VP Senior Compliance Consultant @ AdvisorAssist
- 2012 - 2018 Chief Compliance Officer @ Cantella & Co., Inc.
- 2011 - 2012 Assistant Chief Compliance Officer @ Cantella & Co., Inc.
- 2006 - 2013 BOD Member @ South Plymouth Youth Baseball
- 2006 - 2011 VP Investment Operations and Compliance @ US Wealth Management
- 2006 - 2007 Operations Manager @ MetLife
- 2001 - 2006 Investment Operations Manager @ U.S. Financial Advisors, LLC
- 1997 - 2001 Registered Representative @ Scudder Investments
Christopher Mortara Education
- Western Connecticut State University
Bachelor of Arts (BA) (Played Varsity Baseball. Captain Senior year.)
1995 - 1996 - Sacred Heart University
(Played on the baseball team.)
1994 - 1995 - Northeastern University
(Played on the baseball team.)
1991 - 1993
- Bethel High School
(Baseball team Football team Basketball team Latin Club Concert Choir)
1987 - 1991
Christopher Mortara Skills
- Financial Advisory
- Investment Advisory
- Regulatory Compliance
- DOL
- Series 24
- Series 7
- FINRA
- Mutual Funds
- Securities
- Series 63
Christopher Mortara Summary
Christopher Mortara, based in Boston, MA, US, is currently a Partner, VP Senior Compliance Consultant at AdvisorAssist. Christopher Mortara brings experience from previous roles at Cantella, South Plymouth Youth Baseball and U.S. Wealth Management. Christopher Mortara holds a 1995 - 1996 Bachelor of Arts (BA) in Played Varsity Baseball. Captain Senior year. @ Western Connecticut State University. With a robust skill set that includes Financial Advisory, Investment Advisory, Regulatory Compliance, DOL, Series 24 and more. Christopher Mortara has 3 emails and 2 mobile phone numbers on RocketReach.
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