Todd Mortimer Email & Phone Number
Owner and Senior Advisor at Smart Wealth Insurance Advisors
Todd Mortimer Email Addresses
Todd Mortimer Phone Numbers
Todd Mortimer's Work Experience
Advisory Services
Insurance Services
April 2019 to Present
Fifth Third Private Bank, Fifth Third Securities
Wealth Management Advisor, Vice President
June 2014 to January 2019
Fifth Third Insurance Services
High Net Worth Insurance Advisor, Vice President
August 2006 to June 2014
Fifth Third Private Bank, Fifth Third Securities
High Net Worth Insurance Specialist, Vice President
August 2006 to June 2014
McDonald Investments, Key Bank Private Bank
Financial Advisor, Vice President
March 2004 to July 2004
Wealth Management Advisors
Wealth Management Specialist
May 2003 to March 2004
Banc of America Investment Advisors
Financial Advisor, Assistant Market Director, Vice President
June 1999 to May 2003
Banc of America Investment Advisors
Relationship Manager, Bank of America Private Bank
January 1999 to June 1999
Banc of America Investment Advisors
Regional Insurance Specialist
May 1997 to January 1999
Banc of America Investment Advisors
Insurance Specialist
May 1997 to January 1999
American Express Financial Advisors
Financial Advisor, Advisor Coach
September 1993 to May 1997
Show more
Show less
Todd Mortimer's Education
Cannon Financial Institute
Special Needs Trusts
Cannon Financial Institute
Financial Advisor Course on Trusts
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Valparaiso University
June 1983 to June 1988
Show more
Show less
Frequently Asked Questions about Todd Mortimer
What is Todd Mortimer email address?
Email Todd Mortimer at [email protected]. This email is the most updated Todd Mortimer's email found in 2024.
What is Todd Mortimer phone number?
Todd Mortimer phone number is 3107178763.
How to contact Todd Mortimer?
To contact Todd Mortimer send an email to [email protected]. If you want to call Todd Mortimer try calling on 3107178763.
What company does Todd Mortimer work for?
Todd Mortimer works for Advisory Services
What is Todd Mortimer's role at Advisory Services?
Todd Mortimer is Insurance Services
What industry does Todd Mortimer work in?
Todd Mortimer works in the Real Estate industry.
Todd Mortimer's Professional Skills Radar Chart
Based on our findings, Todd Mortimer is ...
What's on Todd Mortimer's mind?
Based on our findings, Todd Mortimer is ...
Todd Mortimer's Estimated Salary Range
Todd Mortimer Email Addresses
Todd Mortimer Phone Numbers
Find emails and phone numbers for 300M professionals.
Search by name, job titles, seniority, skills, location, company name, industry, company size, revenue, and other 20+ data points to reach the right people you need. Get triple-verified contact details in one-click.In a nutshell
Todd Mortimer's Ranking
Ranked #283 out of 5,665 for Insurance Services in North Carolina
Todd Mortimer's Personality Type
Extraversion (E), Sensing (S), Thinking (T), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Todd Mortimer's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 93% chance that Todd Mortimer is seeking for new opportunities
People you may be
interested in
Vice President, Premier Banker at SunTrust
Senior Talent Manager Staff Services at PNC at PNC
Peak Realty at Premiere Property Group, LLC
Executive Director - Origination at CMS Energy at Consumers Energy
Director Regulatory Compliance at New Diligence Advisors at Homepoint
Owner/President at Vigil Construction Management Services at Vigil Construction Management Services
Broker at Triple River Realty at Triple River Realty
Laundry & Warewash Specialist at Brady Industries. LEED AP at Brady Industries
Senior Graphic Production Artist at Capital Group | American Funds at Capital Group | American Funds
Sr. Account Development Manager at Adobe at Adobe
Senior Associate at Duff & Phelps at Duff & Phelps
Director of Transportation at Sony Pictures Studios at Sony Pictures Studios
Todd Mortimer's Social Media Links
/in/toddmortimer /company/bhhs-carolinas /school/valparaiso-university/