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Christopher Mortimer Location
Charleston, SC, US
Christopher Mortimer Work
Managing Director @ (February 2024 - Present)
Senior Vice President @ (June 2017 - January 2024)
Regional Vice President @ (August 2015 - May 2017)
Regional Sales Consultant @ (November 2011 - July 2015)
Financial Advisor @ (September 2008 - November 2011)
Christopher Mortimer Education
Saint Joseph's University
Bachelor of Arts (Economics)
2004-2008
Gonzaga College High School 2000-2004
Christopher Mortimer Skills
Series 7
Securities
Investments
Mutual Funds
Financial Analysis
Alternative Investments
Finance
Series 63
Asset Allocation
Portfolio Management
Asset Management
Wealth Management
Equities
Retirement Planning
Hedge Funds
Investment Strategies
Christopher Mortimer Summary
Christopher Mortimer, based in Charleston, SC, US, is currently a Managing Director at Vest. Christopher Mortimer brings experience from previous roles at Vest, CBOE Vest, ProShares and Wells Fargo Advisors. Christopher Mortimer holds a 2004 - 2008 Bachelor of Arts in Economics @ Saint Joseph's University. With a robust skill set that includes Series 7, Securities, Investments, Mutual Funds, Financial Analysis and more. Christopher Mortimer has 3 emails and 2 mobile phone numbers on RocketReach.
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