Matthew Mortensen
VP, Prime Brokerage Sales | Institutional Growth & SMA Strategy
- Role
- Vice President, Prime Sales at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Matthew Mortensen
I’m a veteran, two-time Olympian, and PMP-certified finance professional that has the Series 7 and 63 licenses. Due to my unique career path, I’ve built a broad range of experience across finance, operations, and project leadership, including managing complex initiatives, improving processes, and working across teams to deliver results.Years of global travel and elite competition taught me the importance of teamwork, discipline, and staying focused under pressure; qualities that now shape how I approach challenges in the workplace. I’ve led projects from planning to execution, supported high-stakes initiatives, and helped teams align around clear goals.Whether it’s collaborating on new efforts, refining workflows, or solving problems with limited resources, I bring a steady, solution-oriented mindset and a strong sense of ownership. I thrive in fast-moving environments and enjoy bridging the gap between strategy and execution.At my core, I’m focused on the continuous improvement of people, processes, and outcomes. I bring a global perspective, a strong work ethic, and a commitment to delivering value in every role that I find myself in. Please message for detailed resume.
Experience
Vice President, Prime Sales
Apr 2025 — Present · New York, NY, US
Education
DeVry University
Bachelor of Science - BS, Business Communication
2013 — 2017
Purdue Global
Master of Business Administration
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