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Michael Mortellaro
Michael Mortellaro
Senior Vice President, Head of Planning & Practice Management | Simplicity Group
Sarasota, Florida, United States
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.
Michael Mortellaro
Work Experience
Senior Vice President, Head of Planning & Practice Management at
Simplicity Group
May 2021 - Present
Vice President (Multiple Leadership Positions) at
AssetMark
February 2016 - January 2021
Vice President of Sales at
New York Life Insurance Company
January 2015 - January 2016
Vice President / Regional Manager (Branch Offices) at
Fidelity Investments
January 2008 - January 2014
Director of Service & Sales (Contact Center) at
Fidelity Investments
June 2006 - January 2008
Executive Director: Sales Operations & Business Strategy at
Prc
August 2004 - June 2006
Sr. Director, Project Management & Enterprise Strategy at
Charles Schwab
October 2000 - June 2004
Director of Registered Investment Advisor (RIA) Service & Operations at
Charles Schwab
January 1997 - October 2000
Various Client Facing Positions at
Charles Schwab
October 1991 - January 1997
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
******************@simplicitygroup.com
Colleagues
Executive Vice President
Partner & Chief Investment Officer
Vice President Of Development
Vice President
Vice President of Strategic Accounts
Executive Vice President, Business Relationships
Deacon
VP, Project Manager
Partner, EVP
VP of Technology Solutions