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Todd Mortenson Location
Milwaukee, WI, US
Todd Mortenson Work
2019 -now Fund Custody Account Manager @
2013 -now Quality Analyst @ US Bancorp Fund Services
2008 -2011 Research Correspondence Representative @ UMB Fund Services
1999 -2008 Mutual Fund Trader @
1999 -2004 Registered Sales Assistant @
1996 -1998 Payroll and Accounting @
Todd Mortenson Education
UW-Milwaukee
Bachelor of Business Administration (B.B.A.) (Finance, General)
1994-2003
DC Everest High School
Todd Mortenson Skills
Alternative Investments
Management
Securities
Fund Services
Investments
Series 66
Financial Services
Equities
Hedge Funds
Series 7
Todd Mortenson Summary
Todd Mortenson, based in Milwaukee, WI, US, is currently a Fund Custody Account Manager at U.S. Bank. Todd Mortenson brings experience from previous roles at US Bancorp Fund Services, UMB Fund Services and Robert W. Baird & Co.. Todd Mortenson holds a 1994 - 2003 Bachelor of Business Administration (B.B.A.) in Finance, General @ UW-Milwaukee. With a robust skill set that includes Alternative Investments, Management, Securities, Fund Services, Investments and more. Todd Mortenson has 3 emails and 1 mobile phone numbers on RocketReach.
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