Senior Vice President Investments
Current
Mar 2010 - Present
AeroLeads people directory · profile
Robert Mortimer Cfp® Email & Phone Number
Senior Vice President Investments
at
B. Riley Wealth Management
1 work email found
@brileywealth.com
1 phone found area 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President Investments
Location
United States
Company size
Who is Robert Mortimer Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Mortimer Cfp® is listed as Senior Vice President Investments at B. Riley Wealth Management, a with 3 employees, based in United States. AeroLeads shows a work email signal at brileywealth.com, phone signal with area code 312, and a matched LinkedIn profile for Robert Mortimer Cfp®.
Robert Mortimer Cfp® previously worked as Senior Vice President at Wunderlich Securities and Vice President/Branch Manager at Ubs Financial. Robert Mortimer Cfp® holds Mm, Finance from Northwestern University - Kellogg School Of Management.
Company email context
Email format at B. Riley Wealth Management
This section adds company-level context without repeating Robert Mortimer Cfp®'s masked contact details.
*@brileywealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Mortimer Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Mortimer Cfp®
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures
Listed skills include Coaching, Recruiting, General Management, Financial Planning, and 3 others.
Current workplace
Robert Mortimer Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
B. Riley Wealth Management
Employees
3
AeroLeads page
6 roles · 34 years
Robert Mortimer Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Wunderlich Securities
May 2010 - Mar 2018
Vice President/Branch Manager
2007 - 2010
~3 yrs
Senior Vice President/Director Branch Business Development
2005 - 2007
~2 yrs
Managing Director/Branch Manager
1994 - 2003
~9 yrs
Senior Vp, Branch Manager
Kemper Securities
1993 - 1994
~1 yr
2 education records
Robert Mortimer Cfp® education
Education record
FAQ
Frequently asked questions about Robert Mortimer Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Mortimer Cfp® work for?
Robert Mortimer Cfp® works for B. Riley Wealth Management.
What is Robert Mortimer Cfp®'s role at B. Riley Wealth Management?
Robert Mortimer Cfp® is listed as Senior Vice President Investments at B. Riley Wealth Management.
What is Robert Mortimer Cfp®'s email address?
AeroLeads has found 1 work email signal at @brileywealth.com for Robert Mortimer Cfp® at B. Riley Wealth Management.
What is Robert Mortimer Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 312 for Robert Mortimer Cfp® at B. Riley Wealth Management.
Where is Robert Mortimer Cfp® based?
Robert Mortimer Cfp® is based in United States while working with B. Riley Wealth Management.
What companies has Robert Mortimer Cfp® worked for?
Robert Mortimer Cfp® has worked for B. Riley Wealth Management, Wunderlich Securities, Ubs Financial, Piper Jaffray, and Rbc Dain Rauscher.
How can I contact Robert Mortimer Cfp®?
You can use AeroLeads to view verified contact signals for Robert Mortimer Cfp® at B. Riley Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Robert Mortimer Cfp® attend?
Robert Mortimer Cfp® holds Mm, Finance from Northwestern University - Kellogg School Of Management.
What skills is Robert Mortimer Cfp® known for?
Robert Mortimer Cfp® is listed with skills including Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, and Experienced Branch Manager.
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