Resumes
Resumes
Premier Banker
View pageLocation:
7548 east 200 north, Huntsville, UT 84317
Industry:
Financial Services
Work:
Wells Fargo Advisors
Premier Banker
Merrill Lynch Feb 2011 - Jun 2014
Financial Advisor
Western Securities & Pfs Investments Jan 2005 - Feb 2010
Investment Advisor
Bank of America Montgomery Securities Mar 1999 - Nov 2002
Vice President, Institutional Sales
Cowen and Company Oct 1990 - Apr 1997
Director, Institutional Equity Sales
Premier Banker
Merrill Lynch Feb 2011 - Jun 2014
Financial Advisor
Western Securities & Pfs Investments Jan 2005 - Feb 2010
Investment Advisor
Bank of America Montgomery Securities Mar 1999 - Nov 2002
Vice President, Institutional Sales
Cowen and Company Oct 1990 - Apr 1997
Director, Institutional Equity Sales
Education:
Boston University 1979 - 1983
Bachelors, Management, International Business, Finance
Bachelors, Management, International Business, Finance
Languages:
English
German
German
Alison Mortarotti
View pageLocation:
United States
Alison Mortarotti Huntsville, UT
View pageWork:
Merrill Lynch
Ogden, UT
Feb 2011 to Jul 2014
Financial Advisor
PFS Investments & Western Securities
Jan 2005 to Feb 2010
Senior Financial Representative
Banc Of America Securities/ Montgomery
San Francisco, CA
Mar 1999 to Nov 2002
Vice President, Institutional Sales
Zermatt Capital, Los Angeles
San Francisco, CA
Apr 1997 to Mar 1999
Director, Marketing and Research
Cowen & Company
San Francisco, CA
Oct 1990 to Apr 1997
Managing Director, Institutional Salesperson
Hambrecht & Quist
San Francisco, CA
May 1988 to Oct 1990
Institutional Sales/ Research Associate
Ogden, UT
Feb 2011 to Jul 2014
Financial Advisor
PFS Investments & Western Securities
Jan 2005 to Feb 2010
Senior Financial Representative
Banc Of America Securities/ Montgomery
San Francisco, CA
Mar 1999 to Nov 2002
Vice President, Institutional Sales
Zermatt Capital, Los Angeles
San Francisco, CA
Apr 1997 to Mar 1999
Director, Marketing and Research
Cowen & Company
San Francisco, CA
Oct 1990 to Apr 1997
Managing Director, Institutional Salesperson
Hambrecht & Quist
San Francisco, CA
May 1988 to Oct 1990
Institutional Sales/ Research Associate
Education:
Boston University
Sep 1979 to Jun 1983
BS in Finance, International Management
Sep 1979 to Jun 1983
BS in Finance, International Management
Skills:
Series 7, Series 24, Series 66, Life & Health Insurance