Operations Assistant & Client Service Specialist
Phone: (617) 745-0900
Fax: (617) 745-0910
Niña Mortel is an Operations Assistant & Client Service Specialist for the PRW Investment Team. Her primary responsibilities include financial accounting, bookkeeping, research and keeping internal databases up-to-date. Prior to joining PRW, Niña was a licensed Life & Health Insurance Producer at New York Life. She also has 12 years of experience as a Staff Accountant for a mid-size bank in Boston. Niña has an Associate Degree in Paralegal Studies and is currently working on her Bachelor’s Degree in Accounting at New England College of Finance. She is also working towards her Series 6 (Investment Company and Variable Contracts Products Representative) and 63 (Uniform Securities Agent State Law Examination) licenses.