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Founder ogden valley women's ski club( skiing and hiking)
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Executive Sales professional - Over 25 years of Executive Business Experience. Successful Business building Professional. Twice, I built a business from 10 accounts generating $100,000 in commissions to a total commissioned business on $4-5 million. Diligent, hard working focused, confident people person. Alison Mortarotti started her career in investment sales and trading in 1985. She joined Merrill Lynch as a financial advisor in 2011. She has experience in investments, money management, finance and banking. Alison is passionate about empowering and educating business's, individuals and their families financially. Alison cares about the community vision with volunteer and non-profit work as well as financially management for Foundations. 

Alison was raised and educated on the East Coast. She graduated from Boston University, School of Management, with a double major in Finance and International Management. Alison holds registrations in Series 7, Series 24, Series 66 and Life & Health Insurance. She spent 20 years in San Francisco in the investment community in Institutional Equity and Investment Banking. She moved to Huntsville, Utah in 2005 with her two children. Alison is an avid skier and enjoys outdoor activities, such as competitive running, biking and hiking. She is actively involved in the community as a volunteer for the public schools and community organizations.  Alison has served on several local boards and women’s organizations in corporate and individual fundraising and relationship building.

Financial Advisor- Client base focused on Women & Wealth, Individuals, Business' and Foundations in transitions; includes retirement, widows, divorce, job change creative financial lending and new asset management. Gathered over $10 million in assets in 2 years. Twice awarded Bull run winner. Voted best broker person and financial advisor by clients.

Financial Advisor

Worked as a Financial Advisor and Registered Representative part time to maintain licenses while full time mother and community volunteer and corporate fundraiser.

Investment Advisor

Research sales coverage of Institutional Investment accounts. Initiated an Institutional Market Group with Managing Director. Focused on Institutional Investor Voting accounts, prime brokerage and hedge funds. Voted top broker by several accounts. Grew commissions 500% off Initial base. Prospected new accounts and generated $5 million in commissions.

Vice President, Institutional Sales

Research sales coverage west coast accounts. Utilized research and investment experience to provide value added ideas to portfolio managers. Significantly grew investment banking and  IPO business from co-managed to lead managed deals. Voted Top Broker. Developed new and significantly expanded existing accounts.Grew gross commission dollars from $100,000 to $4million.

Director, Institutional Equity Sales

Find out detailed information about Alison Mortarotti,  in Huntsville, UT

Alison Mortarotti: in Huntsville, UT

Alison Mortarotti

Merrill Lynch Wealth Management, Bank of America Corporation

Western Securities & PFS investments

Bank of America Montgomery Securities

Cowen and Company

Boston University