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
- 2026 -now Vice President, Relationship Director and Investment Specialist @
- 2021 -2026 Vice President - Client Advisor, J.P. Morgan Funds @
- 2015 -2021 Vice President - Internal Client Advisor, J.P. Morgan Funds @
- 2014 -2015 Financial Advisory Service @
- 2013 -2014 Shareholder Services @
Matthew Mortimer Education
- Cedarville University
Bachelor of Arts; Bachelor of Arts (Accounting; Finance; liberal arts)
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 Arts; Bachelor of Arts in Accounting; Finance; liberal arts @ 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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