Robert Mortimer Email & Phone Number
Senior Vice President Investments @ B. Riley Wealth Management
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Robert Mortimer Location
- United States
Robert Mortimer Work
- 2010 -now Senior Vice President Investments @
- 2010 -2018 Senior Vice President @ Wunderlich Securities
- 2007 -2010 Vice President and Branch Manager @
- 2005 -2007 Senior Vice President and Director Branch Business Development @
- 1994 -2003 Managing Director and Branch Manager @
- 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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