Alison Mortarotti

Alison Mortarotti

Seeking next challenging opportunity in Financial Services

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Summary

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.

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