Mary's Story
38 Years & Counting... What's My Secret? I Love Helping People!
I began my career in finance in 1974 spending 6 years at the University of Wisconsin Credit Union serving as a Teller, Loan Counselor, Loan Officer, Branch Office Manager, Savings & Insurance Counselor and Marketing Director. In 1981, I earned my Series 7 & 63 Registered Representative Licenses while at The Milwaukee Company in Madison.
In 1982, I accepted a position with a California Firm, Professional Asset Management, and began working with the Presidents, CEOs, Vice Presidents, CFOs, Investment Officers, Treasurers, Public Funds Managers, Accountants and Bookkeepers of Multi-Million-Dollar and Billion-Dollar Plus Credit Unions, Banks, Funds, School Districts, Municipalities, Corporations and LLCs helping them attain maximum yields on their CDs and Money Market Accounts while preserving the safety and liquidity of those funds. My clients have trusted in my professional expertise and enjoyed the benefits of my proven track record for more than 38 years.
I am the Sole Owner, President & CEO of Tel-Effective Communications, Inc. DBA Mary Mortenson & Company, Inc. and was the Registered Representative, General Securities Principal and Financial & Operations Principal of my NASD Broker Dealership for 19 Years. No complaints have ever been filed against any of my companies.
I look forward to meeting you and serving your CD, Money Market Account & Collateralized Deposit Investment needs.