Directory

>

Michael Mortellaro

avatar

Michael Mortellaro

Senior Vice President, Head of Planning & Practice Management | Simplicity Group

Sarasota, Florida, United States

View contact details (it's free)

Michael Mortellaro

Summary

Michael Mortellaro is a seasoned financial services leader with over 25 years of experience, currently serving as the Senior Vice President and Head of Planning at Simplicity Group. His extensive background includes managing large, diverse teams and driving key initiatives that enhance client loyalty and profitability. Michael excels in consultative sales and client success strategies, leveraging his expertise to coach and mentor team members. He is deeply committed to empowering financial professionals and ensuring they provide the best service to their clients. His leadership style emphasizes relationship management and business strategy, making him a valuable asset in any organization. Michael's career is marked by a strong focus on operational excellence and customer satisfaction, contributing to his reputation as a trusted partner in the financial sector. He has received recognition for his academic achievements, graduating Summa Cum Laude. Michael's journey reflects a blend of strategic vision and hands-on leadership, positioning him as a leader in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Michael Mortellaro

Work Experience

company logo

Senior Vice President, Head of Planning & Practice Management at

Simplicity Group

May 2021 - Present

company logo

Vice President (Multiple Leadership Positions) at

AssetMark

February 2016 - January 2021

company logo

Vice President of Sales at

New York Life Insurance Company

January 2015 - January 2016

company logo

Vice President / Regional Manager (Branch Offices) at

Fidelity Investments

January 2008 - January 2014

company logo

Director of Service & Sales (Contact Center) at

Fidelity Investments

June 2006 - January 2008

company logo

Executive Director: Sales Operations & Business Strategy at

Prc

August 2004 - June 2006

company logo

Sr. Director, Project Management & Enterprise Strategy at

Charles Schwab

October 2000 - June 2004

company logo

Director of Registered Investment Advisor (RIA) Service & Operations at

Charles Schwab

January 1997 - October 2000

company logo

Various Client Facing Positions at

Charles Schwab

October 1991 - January 1997

Logos provided by Logo.dev

Michael Mortellaro

Education

American InterContinental University, Bachelors

January 2003 - January 2004

“Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.”

Frequently Asked Questions about Michael Mortellaro

What is Michael Mortellaro email address?

Michael Mortellaro's primary email address is ******************@simplicitygroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Mortellaro work for?

Michael Mortellaro is a Senior Vice President, Head of Planning & Practice Management at Simplicity Group, a company specializing in Monetary Authorities-Central Bank.

Where Michael Mortellaro graduated from?

Michael Mortellaro holds a degree in Management from American InterContinental University.

How can I directly contact Michael Mortellaro?

To contact Michael Mortellaro directly, you can use the email address ******************@simplicitygroup.com. Complete contact information is available upon registration with Muraena.

Who is Michael Mortellaro?

Michael Mortellaro is a seasoned financial services leader with over 25 years of experience, currently serving as the Senior Vice President and Head of Planning at Simplicity Group. His extensive background includes managing large, diverse teams and driving key initiatives that enhance client loyalty and profitability. Michael excels in consultative sales and client success strategies, leveraging his expertise to coach and mentor team members. He is deeply committed to empowering financial professionals and ensuring they provide the best service to their clients. His leadership style emphasizes relationship management and business strategy, making him a valuable asset in any organization. Michael's career is marked by a strong focus on operational excellence and customer satisfaction, contributing to his reputation as a trusted partner in the financial sector. He has received recognition for his academic achievements, graduating Summa Cum Laude. Michael's journey reflects a blend of strategic vision and hands-on leadership, positioning him as a leader in the financial services industry.

Michael`s contact details

mail

******************@simplicitygroup.com

Colleagues

avatar
Paul Tinnirello

Executive Vice President

avatar
Thomas Rozman Cfa Caia

Partner & Chief Investment Officer

avatar
Brent Blanchette

Vice President Of Development

avatar
Gregg Janes Clu Chfc

Vice President

avatar
Ryan Kitzman Clu

Vice President of Strategic Accounts

avatar
Steve Kerns

Executive Vice President, Business Relationships

avatar
Ricp Michele Fisher

VP, Project Manager

avatar
Nathan Jacobson

Partner, EVP

avatar
Nathan Lee

VP of Technology Solutions

View Contact details (it's free)
Request Profile Removal