David Montgomery Email & Phone Number
Managing Director of Retirement Plan Services @ Concurrent
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David Montgomery Location
- Tampa, FL, US
David Montgomery Work
- Managing Director of Retirement Plan Services @ (November 2024 - Present)
- AIF® Designation Committee ("Scheme Commission") Member @ (October 2023 - Present)
- Director - Retirement Investment Services @ (March 2023 - November 2024)
- Senior Vice President - Investment Fiduciary Services @ (August 2022 - March 2023)
- Vice President - Retirement Services @ (July 2020 - March 2023)
- Co-Founder and President @ Fidelis Fiduciary Management, a OneDigital Company (November 2013 - August 2022)
- President @ (April 2019 - April 2021)
- Vice President - Retirement Plan Consultant @ Montgomery Retirement Plan Advisors (April 2011 - July 2020)
- Client Manager @ (January 2005 - January 2011)
David Montgomery Education
- UCLA Anderson School of Management
Certified 401(k) Professional (The Retirement Advisor University in collaboration with Anderson Executive Education)
2018-2018 - University of South Florida
Bachelor of Arts (BA) (Psychology)
2003-2005 - University of Central Florida 2000-2003
- Gaither High School 1997-2000
David Montgomery Summary
- David Montgomery, based in Tampa, FL, US, is currently a Managing Director of Retirement Plan Services at Concurrent. David Montgomery brings experience from previous roles at Fi360 (now Broadridge) and OneDigital. David Montgomery holds a 2018 - 2018 Certified 401(k) Professional in The Retirement Advisor University in collaboration with Anderson Executive Education @ UCLA Anderson School of Management. David Montgomery has 2 emails and 3 mobile phone numbers on RocketReach.
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