Michael Mortellaro serves as Senior Vice President and Partner at Simplicity Group since May 2021, where leadership focuses on financial planning, client experience, and business strategy within a prominent financial product distribution company. Previously, leadership roles at AssetMark, New York Life Insurance Company, and Fidelity Investments involved overseeing large sales teams and improving operational efficiencies in high-volume environments. Michael has extensive experience in coaching, mentoring, and sales operations, complemented by a solid foundation in business strategy development. Early career at Charles Schwab encompassed various client-facing positions leading to senior management roles, establishing a well-rounded expertise in financial services. Michael holds a Bachelor's degree in Management from American InterContinental University and is a Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.
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