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@gf-pc.com
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Michael Mortellaro is listed as SVP, Head of Planning | Financial Services Leader | Partner at Simplicity Group, a company with 40 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at gf-pc.com, phone signal with area code 919, 800, and a matched LinkedIn profile for Michael Mortellaro.
Michael Mortellaro previously worked as Senior Vice President, Partner at Simplicity Group and Vice President (Multiple Leadership Positions) at Assetmark. Michael Mortellaro holds Bachelors, Management, 4.0 from American Intercontinental University.
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AeroLeads found 1 current-domain work email signal for Michael Mortellaro. Compare company email patterns before reaching out.
With over 25 years of experience in the financial services industry, I am a seasoned leader and partner who delivers exceptional results in service, sales, and operations. I have a proven track record of managing large and diverse teams, driving key initiatives, and improving client loyalty and profitability.As the Senior Vice President and Head of Planning at Simplicity Group, one of the nation’s largest and fastest-growing financial product distribution companies, I lead a talented team of Advisor centric planners who support independent financial professionals and their clients with wealth investments, annuity, and life insurance solutions. I oversee key parts of the client experience, ensuring that we provide best-in-class service and value to our partners. Additionally, I leverage my extensive knowledge and credentials in consultative sales, client success strategies, and business process improvement to coach and mentor team members and foster strong relationships with key stakeholders. My mission is to empower financial professionals to achieve their goals and help their clients secure their financial futures.
Listed skills include Leadership, Management, Strategy, Sales, and 50 others.
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Lakewood Ranch, Florida, United States
Anchored on its hallmarks of education, value, and partnership, Simplicity Group is one of the nation’s largest and fastest-growing financial product distribution companies. Simplicity supports independent financial professionals, banks, broker-dealers, and wealth management firms and by extension their clients with investments, annuity, and life.
Sarasota, Florida, United States
AssetMark is a $100B (RIA\TAMP) Registered Investment Advisor-Turnkey Asset Management Platform with over 8000 Financial Advisors. *Acquired Global Financial Private Capital. GFPCMy Role(s): Executive Leadership | Sales Team Management | Project Management | Practice Management | Marketing | Client Experience Ambassador | Coaching & Mentoring |.
Tampa/St. Petersburg, Florida Area
Led 7 sales managers and 100 licensed insurance agents engaged in selling, servicing, and promoting life insurance products in a high volume, multi-channel contact center with over 1000 total employees.My Role: Head of Sales | Coaching & Development | Customer Experience | Sales Operations | Business Strategy & Planning | KPI/ Goals Development |.
Sarasota, Florida Area
Responsible for leading 3 different Flagship Branch offices comprised of over 20, High Net Worth Wealth Planners, Licensed Sales Professionals and Operations staff regularly bringing in over $300 Million in annual net new assets.
Merrimack, NH
Led a national CONTACT CENTER comprised of over 260 employees, 20 managers, and various support teams. Managed 10 direct reports comprising national inbound service and operational teams and a National Help Desk and Trade Dispute Team.
Orlando, Florida Area
Led and Managed 3 CONTACT CENTERS comprised of over 120 employees and managers. Responsible for process improvements, project management teams, sales team results, overall acquisition, growth and retention.
Orlando, Florida Area
Managed a specialized remote team of 20 Project Managers that represented all Schwab National Contact Centers.
Phoenix, Arizona Area
As a leader in the RIA Division I co-managed over 250 representatives comprising 19 Regional Service & Operations Managers.
Phoenix, Arizona Area
Various positions starting as a front-line employee with a progressive career path gaining new experiences and promotions.
Other employees you can reach at simplicitygroupholdings.com. View company contacts for 40 employees →
Stephanie Jankowski
Colleague at Simplicity Group
Spring, Texas, United States, United States
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Kristina Paumen
Colleague at Simplicity Group
Maple Lake, Minnesota, United States, United States
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Andy Burns
Colleague at Simplicity Group
Excelsior, Minnesota, United States, United States
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Bayley Woolhouse
Colleague at Simplicity Group
Greater Minneapolis-St. Paul Area, United States
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Brandon Lauro
Colleague at Simplicity Group
Minneapolis, Minnesota, United States, United States
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Autumn Peck
Colleague at Simplicity Group
Tucson, Arizona, United States, United States
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Douglas Mishkin
Colleague at Simplicity Group
Red Bank, New Jersey, United States, United States
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BP
Blake Prete
Colleague at Simplicity Group
Darien, Connecticut, United States, United States
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Kimberly Uhlman
Colleague at Simplicity Group
Des Moines Metropolitan Area, United States
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Erin Mccann
Colleague at Simplicity Group
Summit, New Jersey, United States, United States
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Summa Cum Laude (4.0 GPA)
Quick answers generated from the profile data available on this page.
Michael Mortellaro works for Simplicity Group.
Michael Mortellaro is listed as SVP, Head of Planning | Financial Services Leader | Partner at Simplicity Group.
AeroLeads has found 1 work email signal at @gf-pc.com for Michael Mortellaro at Simplicity Group.
AeroLeads has found 2 phone signal(s) with area code 919, 800 for Michael Mortellaro at Simplicity Group.
Michael Mortellaro is based in Sarasota, Florida, United States while working with Simplicity Group.
Michael Mortellaro has worked for Simplicity Group, Assetmark, New York Life Insurance Company, Fidelity Investments, and Prc.
Michael Mortellaro's colleagues at Simplicity Group include Stephanie Jankowski, Kristina Paumen, Andy Burns, Bayley Woolhouse, and Brandon Lauro.
You can use AeroLeads to view verified contact signals for Michael Mortellaro at Simplicity Group, including work email, phone, and LinkedIn data when available.
Michael Mortellaro holds Bachelors, Management, 4.0 from American Intercontinental University.
Michael Mortellaro is listed with skills including Leadership, Management, Strategy, Sales, Business Development, Financial Services, Marketing, and Call Centers.
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