AJ Montgomery is a qualified professional, who works in Zacks Investment Management main office of which is in 226. on the position of Private Wealth Management Associate from 2012. This person has earned professional experience in more than five positions at various companies. AJ Montgomery went to the Grand Valley State University and got education there from 2006 to 2010. Chicago, Illinois is the city, where this expert was known to live. This professional's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Aj Montgomery
Last updated Jun 02, 2024
Contact Information
Workplace
Private Wealth Management Associate
Chicago, IL
Industry
Financial Services
Colleagues
Work History
Private Wealth Management Associate
Chicago, IL
Work with the firm’s Regional Vice Presidents to acquire six and seven figure accounts. Trained and educated in all areas of the capital markets, portfolio management, sales, and financial p...
from Jul 2012
Investment Specialist
Greater Chicago Area
Comprehensive sales cycle experience. Clientele communication to confirm and solicit trades. Experience in ascertaining suitable assets through fundamental, technical, and macro-economic ana...
Oct 2011 — Jul 2012
Financial Analyst Intern
Greater Grand Rapids, Michigan Area
Experience: in analyzing, evaluating, and comparing investments with a wide range of experience in Morningstar, FI 360, Excel, Dimensional Returns, and Salesforce
Apr 2010 — Sep 2010
Intern
Intern that worked with the Howell/Sharp Group to provide them support with financial analysis, asset management, branded clientele relations, prospecting, spreadsheet development (Excel), o...
Apr 2009 — Sep 2009
Education
2006 — 2010
Occupations
Accountant
Finance and Accounting Specialist
Supporting Member
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Financial Analysis
Series 7
Series 63
Technical Analysis
Sales Presentations
Series 65
FAQs about AJ Montgomery
What's the main profession of AJ Montgomery?
This professional's job is Financial Services
What jobs is AJ a professional at?
The expert is a professional such jobs as Accountant and Finance and Accounting Specialist.
Where is AJ Montgomery currently located?
The expert is currently located in Chicago, Illinois.
Where did AJ Montgomery work?
The professional worked at Zacks Investment Management, Navisis Financial.
Does AJ Montgomery have personal website or blog?
The professional`s website is http://www.unrulednotebooks.com.
Where has AJ Montgomery studied?
Aj studied at the Grand Valley State University from 2006 to 2010.
What is professional industry that AJ Montgomery worked in?
This professional works in Financial Services industry.
What are the skills of AJ Montgomery?
This person has skills in the following areas: Financial Analysis, Series 7, Series 63, Technical Analysis, Sales Presentations, and Series 65.