Matthew Mortimer Email & Phone Number
Vice President, Relationship Director and Investment Specialist @ Avantis Investors
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Matthew Mortimer Location
- New York, NY, US
Matthew Mortimer Work
- Vice President, Relationship Director and Investment Specialist @ (March 2026 - Present)
- Vice President - Client Advisor, J.P. Morgan Funds @ (February 2021 - March 2026)
- Vice President - Internal Client Advisor, J.P. Morgan Funds @ (December 2015 - January 2021)
- Financial Advisory Service @ (December 2014 - November 2015)
- Shareholder Services @ (June 2013 - November 2014)
Matthew Mortimer Education
- Cedarville University
Bachelor of Science - BS (Accounting and Finance)
2010-2013
Matthew Mortimer Skills
- Mircosoft Office 2010
- ThomsonOne
- Morningstar Office
- Sales
- Time Management
- Marketing
- Event Planning
- Teamwork
- Outlook
- Customer Service
- Leadership
- Public Speaking
- Research
- Data Entry
- Inventory Management
- CRM
- Access
- Microsoft Office
Matthew Mortimer Summary
- Matthew Mortimer, based in New York, NY, US, is currently a Vice President, Relationship Director and Investment Specialist at Avantis Investors. Matthew Mortimer brings experience from previous roles at J.P. Morgan Asset Management. Matthew Mortimer holds a 2010 - 2013 Bachelor of Science - BS in Accounting and Finance @ Cedarville University. With a robust skill set that includes Mircosoft Office 2010, ThomsonOne, Morningstar Office, Sales, Time Management and more. Matthew Mortimer has 2 emails and 1 mobile phone numbers on RocketReach.
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