Bryan Montemurro Email & Phone Number
Director of Financial Planning @ Two West Advisors
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Bryan Montemurro Location
- Kansas City, MO, US
Bryan Montemurro Work
- Director of Financial Planning @ (February 2026 - Present)
- Certified Financial Planner™ @ (June 2020 - Present)
- Financial Coach @ (June 2020 - December 2024)
- Senior Consultant @ RetireAware (January 2020 - June 2020)
- District Vice President (District Manager) @ (October 2014 - June 2020)
- Financial Advisor @ (August 2005 - October 2014)
- Administrative Assistant @ (January 2004 - June 2005)
- Collection Agent @ (June 2003 - November 2003)
- Teller @ (June 1999 - May 2002)
Bryan Montemurro Education
- College for Financial Planning
(Certified Financial Planner)
2011-2012 - Pittsburg State University
Master of Business Administration - MBA
2003-2005 - Pittsburg State University
Bachelor of Business Administration - BBA (Finance)
1999-2003
Bryan Montemurro Skills
- Financial Planning
- 401(k) Retirement Savings Plans
- Customer Service
- Marketing
- Insurance
- Investments
- Account Management
- Strategic Planning
- Sales & Marketing
- Financial Services
- Financial Goals
- Consulting
- Strategy
- Microsoft Excel
- Microsoft Office
- Leadership
- Interpersonal Skills
- Team Building
- Coaching
- Collaborative Problem Solving
- Critical Thinking
- Strategic Partnerships
- Management
- Public Speaking
- Communication
- Mentoring
- Problem Solving
- Business Relationship Management
- People Management
- Creative Problem Solving
- Creativity Skills
- Emotional Intelligence
- Personal Finance
- Financial Education
- FINRA
- Fiduciary
- Certified Financial Planner
- Coaching & Mentoring
- Life & Health Insurance Licenses
- Retirement Savings
- New Business Development
- Empathy
- Retirement Benefits
- Sales & Marketing Leadership
- Word Processing
- Persuasion
- Collaboration Solutions
- Adaptability
- Retirement Planning
- Mutual Funds
- Annuities
- Series 7
- Term Life Insurance
- Stock
- Bonds
- Fixed Annuities
- Financial Advisory
- Strategic Financial Planning
- Wealth Management
- Financial Planners
- Retirement
- Series 63
- Finance
- 401k
- Sales
- Strategic Financial
- Training
- Financial Analysis
- Sales and Marketing
- Sales and Marketing Leadership
- Coaching and Mentoring
- Life and Health Insurance Licenses
- 401 Retirement Savings Plans
Bryan Montemurro Summary
- Bryan Montemurro, based in Kansas City, MO, US, is currently a Director of Financial Planning at Two West Advisors. Bryan Montemurro brings experience from previous roles at Two West Advisors, GoalPath Solutions, LLC, RetireAware and AIG Retirement Services. Bryan Montemurro holds a 2011 - 2012 College for Financial Planning. With a robust skill set that includes Financial Planning, 401(k) Retirement Savings Plans, Customer Service, Marketing, Insurance and more. Bryan Montemurro has 1 emails and 1 mobile phone numbers on RocketReach.
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