Brian Montgomery Email & Phone Number
VP – Sr. Financial Consultant @ Charles Schwab
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Brian Montgomery Location
- Carmel, IN, US
Brian Montgomery Work
- 2009 -now VP – Sr. Financial Consultant @
- 2007 -2009 V.P., Financial Consultant @
- 2002 -2009 Manager, Portfolio Consultant and Investment Specialist @
- 1999 -2002 Registered Representative @
Brian Montgomery Education
- Ball State University
BS (Criminal Justice and Criminology)
1994-1999
Brian Montgomery Skills
- Banking and Credit Management
- Titling and Beneficiary Designations
- Charitable Giving
- Small Business Retirement Plans
- Executive Compensation Planning
- Investments
- 401K Rollovers
- Strategy
Brian Montgomery Summary
- Brian Montgomery, based in Carmel, IN, US, is currently a VP – Sr. Financial Consultant at Charles Schwab. Brian Montgomery brings experience from previous roles at Charles Schwab. Brian Montgomery holds a 1994 - 1999 BS in Criminal Justice and Criminology @ Ball State University. With a robust skill set that includes Banking and Credit Management, Titling and Beneficiary Designations, Charitable Giving, Small Business Retirement Plans, Executive Compensation Planning and more. Brian Montgomery has 2 emails and 1 mobile phone numbers on RocketReach.
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