Christopher Mortara Email & Phone Number
Partner, VP Senior Compliance Consultant @ AdvisorAssist
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Christopher Mortara Location
- Boston, MA, US
Christopher Mortara Work
- 2018 -now Partner, VP Senior Compliance Consultant @
- 2012 -2018 Chief Compliance Officer @
- 2011 -2012 Assistant Chief Compliance Officer @
- 2006 -2013 BOD Member @ South Plymouth Youth Baseball
- 2006 -2011 VP Investment Operations and Compliance @
- 2006 -2007 Operations Manager @
- 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) (Business Management)
1995-1996 - Sacred Heart University
Business (Played on the baseball team.)
1994-1995 - Northeastern University
Business (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
- Wealth Management
- Financial Services
- Asset Managment
- Separately Managed Accounts
- Broker-Dealer
- Building Strong Business Relationships
- Trading
- Asset Management
- Investments
- Finance
- Uniform Combined State Law
- Retirement Planning
- Alternative Investments
- ETFs
- Strategic Financial Planning
- Series 6
- Investment Management
- AML
- Fixed Annuities
- Equities
- Retirement
- Portfolio Management
- Management
- Asset Allocation
- Risk Management
- Fixed Income
- Compliance
- RIAs
- Due Diligence
- Estate Planning
- Building Strong
- Sales
- Business Development
- Strategy
- Microsoft Excel
- Marketing
- Customer Service
- Uniform Combined State
- Project Management
- Strategic Financial
- Broker Dealer
- Separately Managed
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 Business Management @ 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 1 mobile phone numbers on RocketReach.
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