J Montgomery Email & Phone Number
Financial Advisor -- Resource | Planner | Coach @ Prevail Strategies
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J Montgomery Location
- Kansas City, MO, US
J Montgomery Work
- Financial Advisor -- Resource | Planner | Coach @ (December 2024 - Present)
- Financial Advisor -- Resource | Planner | Coach @ (October 2021 - November 2024)
- Financial Advisor -- Resource | Planner | Coach @ (August 2017 - September 2021)
- Field Artillery Officer -- Leader | Manager | Planner @ (January 1997 - July 2017)
J Montgomery Education
- University of Tennessee at Martin
Bachelor of Science (B.S.) (Computer Science)
- University of Maryland Global Campus
Master of Science (M.S.) (Project Management)
- University of California, Davis
J Montgomery Skills
- 401(k) Retirement Savings Plans
- Asset Management
- Business Development
- Customer Service
- DOD Survivor Benefit Plan Analysis
- Equities
- Equity Research
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk
- Financial Risk Management
- Financial Services
- Interpersonal Communication
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Military Retirement Analysis
- Military Veterans
- Mutual Funds
- Organizational Leadership
- Portfolio Management
- Project Management
- Retirement Income Planning
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Savings
- Risk Management
- Security Clearance
- Small Business Retirement Planning
- Strategic Planning
- Supervisory Skills
- Team Building
- Team Leadership
- Teamwork
- Thrift Savings Plan Analysis
- U.S. Army
- Veterans
- Wealth Accumulation
- Wealth Management
J Montgomery Summary
- J Montgomery, based in Kansas City, MO, US, is currently a Financial Advisor -- Resource | Planner | Coach at Prevail Strategies. J Montgomery brings experience from previous roles at Normandy Investment Advisors, Infinitas, LLC and US Army. J Montgomery holds a Bachelor of Science (B.S.) in Computer Science @ University of Tennessee at Martin. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, Business Development, Customer Service, DOD Survivor Benefit Plan Analysis and more. J Montgomery has 1 mobile phone numbers on RocketReach.
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