Since 2018, Howard Mortenson has been working in Citizens Investment Services. Howard is a proficient Financial Relationship Advisor - Officer with over 57 years of work experience. According to Howard's resume and work profile, Howard Mortenson has worked at more than 15 companies with diverse backgrounds and got various skills. Howard attended school at the Central Michigan University from 1988 to 1990. Howard Mortenson can be found in Meskegon, Michigan – where the professional is currently located. You can search for their email address and phone number. We can also provide you with additional contact information upon request.
Name variants:
Howie Mortenson
Last updated May 21, 2024
Contact Information
Last Update
Jul 5, 2022
Email
hm**@financialengines.com, hi**@gmail.com
Location
Meskegon, MI
Company
Workplace
Colleagues
Work History
Financial Relationship Advisor - Officer
Continued employment with Citizens Investment Services after launching an investment service titled SpeciFi through SigFig Wealth Management. This service is a Turn-Key investment solution ...
from Sep 2018
Senior Investment Advisor
560 Davis St, San Francisco, CA 94111
Developed and established SpeciFi - an Investment Product for Citizens Investment Services. This service is a Turn-Key investment solution available to clients through online banking and re...
May 2017 — Sep 2018
Investment Advisor Representative
4000 Legato Rd, Fairfax, VA 22033
Initial contact Advisor, New Member Concierge- for high net worth advisory clientele Elicited client requirements to properly recommend and provide investment concepts.
Engaged in Financia...
Feb 2013 — May 2017
Financial Services Advisor
New York, NY
Financial Advisor: I am currently working as a Financial Advisor within the Merrill Edge division of Merrill Lynch & Co. This position is within the Relationship Foundation division of Merri...
Oct 2011 — Feb 2013
Investment Advisor
1301 Central Ave, Dubuque, IA 52001
This position was within a financial institution where I was responsible for developing a distribution channel and providing financial services for six banking locations. This position provi...
Aug 2010 — Feb 2012
Investment Advisor
2777 east Camelback Rd, Phoenix, AZ 85016
Financial Advisor: This position was located within a financial institution. This position allowed me the opportunity to develop an investment department within a financial institution, prov...
Feb 2001 — Aug 2010
Assistant Vice President Trust Officer and Business Development Officer
41 south High St, Columbus, OH 43215
AVP Trust Officer/ Qualified Plans - Business Development Officer: My duties for this position included the administration of living trusts, irrevocable trusts and charitable trusts in addit...
Mar 1998 — Feb 2001
Branch Officer and Sales Manager
41 south High St, Columbus, OH 43215
My duties for this position included the management and development of two retail bank branch offices with deposits totaling $110 million. Daily coaching sessions, aptitude evaluation and in...
Mar 1994 — Mar 1998
Commercial Credit Analyst
41 south High St, Columbus, OH 43215
My duties for this position included the analysis and preparation of commercial loan proposals for loan committee and board of director’s review and approval. This analysis included cash flo...
Mar 1992 — Mar 1994
Education
1988 — 1990
Occupations
Executive
Vice President
Advisor
Chief Executive
Skills
Investments
Portfolio Management
Banking
Financial Advisory
Mutual Funds
Investment Advisory
Wealth Management
Series 7
Strategic Financial Planning
Retirement Planning
Asset Allocation
Estate Planning
Securities
401K
Fixed Annuities
Investment Strategies
Equities
Retirement
Asset Managment
Financial Planners
FAQs about Howard Mortenson
What's the main profession of Howard Mortenson?
Howard is a Financial Relationship Advisor - Officer.
What are the profession of Howard Mortenson?
These person's professions are Executive and Vice President
Where does Howard Mortenson currently live?
They lives in Meskegon, Michigan.
What is Howard Mortenson's email?
The expert's email is hm**@financialengines.com and hi**@gmail.com.
How many companies did Howard Mortenson work at?
The professional worked at 15 jobs.
Where has Howard Mortenson studied?
Howard studied at the Central Michigan University from 1988 to 1990.
Are there any professional industries Howard Mortenson is connected to?
Howard works in Investment Management industry.
What are professional skills of Howard Mortenson?
This professional has such skills as Investments, Portfolio Management, Banking, Financial Advisory, Mutual Funds, Investment Advisory, Wealth Management, Series 7, and Strategic Financial Planning.