Robert Mortimer Location

United States

Robert Mortimer Work

  • 2005 - 2007 Senior Vice President and Director Branch Business Development @ Piper Jaffray
  • 1994 - 2003 Managing Director and Branch Manager @ RBC Wealth Management
  • 1993 - 1994 Senior VP, Branch Manager @ Kemper Securities

Robert Mortimer Education

  • Northwestern University - Kellogg School of Management

    M (Finance)

    1978 - 1980
  • Dartmouth College

    1972 - 1976

Robert Mortimer Skills

  • Coaching
  • Recruiting
  • General Management
  • Financial Planning
  • Wealth Management
  • Insurance
  • Experienced Branch Manager

Robert Mortimer Summary

Robert Mortimer, based in United States, is currently a Senior Vice President Investments at B. Riley Wealth Management. Robert Mortimer brings experience from previous roles at Wunderlich Securities, UBS Financial, Piper Jaffray and RBC Dain Rauscher. Robert Mortimer holds a 1978 - 1980 M in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Coaching, Recruiting, General Management, Financial Planning, Wealth Management and more. Robert Mortimer has 1 emails and 2 mobile phone numbers on RocketReach.

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