Michael Mortellaro Email & Phone Number
Senior Vice President, Partner @ Simplicity Group
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Michael Mortellaro Location
- Sarasota, FL, US
Michael Mortellaro Work
- 2021 -now Senior Vice President, Partner @
- 2016 -2021 Vice President (Multiple Leadership Positions) @
- 2015 -2016 Vice President of Sales @
- 2008 -2014 Vice President and Regional Manager (Branch Offices) @
- 2006 -2008 Director of Service and Sales (Contact Center) @
- 2004 -2006 Executive Director: Sales Operations and Business Strategy @ PRC
- 2000 -2004 Sr. Director, Project Management and Enterprise Strategy @
- 1997 -2000 Director of Registered Investment Advisor (RIA) Service and Operations @
- 1991 -1997 Various Client Facing Positions @
Michael Mortellaro Education
- American InterContinental University
Bachelors (Management)
2003-2004 - “Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.”
Michael Mortellaro Skills
- Leadership
- Management
- Business Development
- Strategy
- Call Centers
- Sales
- Marketing
- Performance Management
- Account Management
- Customer Retention
- Customer Satisfaction
- Customer Acquisition
- Financial Services
- Operations Management
- Human Resources
- Customer Experience
- Sales Operations
- Recruiting
- Project Management
- Practice Management
- Sales Management
- Business Planning
- Direct Sales
- Investments
- Business Process Improvement
- Risk Management
- Consulting
- Sales Process
- Business Transformation
- Business Strategy
- Investment Advisory
- Executive Management
- Customer Service
- Training
- Coaching
- Team Building
- Cross-functional Team Leadership
- Team Leadership
- Relationship Management
- Coaching Staff
- Motivation
- Matrix Management
- Consultative Sales Management
- Compliance
- Wealth Management Services
- RIAs
- Change Management
- Strategic Planning
- Process Improvement
- Program Management
- Customer Engagement
- Community Engagement
- CRM
- Outsourcing
- Talent Acquisition
- Securities
- Series 7
- Solution Selling
- Long-term Customer Relationships
- Budgets
- Customer Relationship Management Crm
- Long Term Customer Relationships
- Banking
- Cross Functional Team
- Long Term Customer
- Team Management
- Cross Functional Team Leadership
- Consultative Sales
- Customer Relationship Management
Michael Mortellaro Summary
- Michael Mortellaro, based in Sarasota, FL, US, is currently a Senior Vice President, Partner at Simplicity Group. Michael Mortellaro brings experience from previous roles at AssetMark, New York Life Insurance Company and Fidelity Investments. Michael Mortellaro holds a 2003 - 2004 Bachelors in Management @ American InterContinental University. With a robust skill set that includes Leadership, Management, Business Development, Strategy, Call Centers and more. Michael Mortellaro has 3 emails and 2 mobile phone numbers on RocketReach.
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