Lead Financial Analyst, Pricing and Portfolio Management @ (January 2003 - January 2005)
Financial Analyst, Pricing and Portfolio Management @ (January 2002 - January 2003)
Jesse Montgomery Education
CFA Insitute
CFA Charterholder (Areas of Sudy: Finance, Economics, Statistics, Portfolio Management, Derivatives, Accounting)
2008-2010
Davidson College
AB (Economics)
1997-2001
Breck School 1990-1997
Lake Country School 1982-1990
Jesse Montgomery Skills
Renewable Energy
Finance
Financial Modeling
Portfolio Management
Financial Analysis
Due Diligence
Pricing
Structured Finance
Project Finance
Mergers & Acquisitions
Entrepreneurship
Contract Negotiation
Financial Reporting
Biomass
Derivatives
Business Strategy
Fundraising
Energy Policy
Microsoft Excel
Solar Energy
Photovoltaics
Leadership
Management
Energy
Risk Analysis
Farms
C Level
Honor
SQL
Windows XP
Wind
Business Development
Executions
Portfolio
Ohio
Community
Reports
Chile
Temporary Placement
House
Suite
Contractual Agreements
Unix
TSO
Small Business
Hsbc
Art
Closings
Mainframe
Project Management
Sustainable Energy
Losses
JCL
Coordination
Loan Sales
Executive Management
Negotiation
Concessions
Ahead of Schedule
Mortgage Lending
Executive Positions
Programming Languages
Topic
Fire Management
Benchmarking
Auto
Graduate Level
Post Sale
Market
Minneapolis
SAS
Originations
Covenants
Consumer Lending
Income Tax
Expedited
Business Lines
Financial Services
Marketing Strategy
Relationship Building
DB2
Mergers and Acquisitions
Emergency Medical
Formulate
Asset
Credibility
Budgets
Delta
Credit
Outlook
Underwriting
PowerPoint
Microsoft Office
Project Bidding
Retail
Economic Value Added
Responsibility
Economics
Banking
Balance Sheet
Property
Lotus Notes
Capital Markets
Visual Basic
Java
C
Utility
Marketing
Customer Service Representatives
Private Equity
Secondary Market
Davidson
Investments
Applications
System Monitoring
Project
Profit
OS X
Credit Risk
Business Services
Best Execution
Writing
Chartered Financial Analyst
Subprime
Aims
Price Elasticity
Linux
Training Sessions
Loan Origination
Windows NT
Analysis
Spanish
Policy
Net
Information Science
Loans
Packet
Microsoft Word
Firefighting
Lake Homes
Investor Development
Track Record of Success
Divestitures
Risk
Students
Home Equity Loans
HTML
Sales
Real Estate
Strategies
Coordinated
Undergraduate
International
Sustainability
Financial Performance
EBITDA
Design
Westlake
Minded
Jesse Montgomery Summary
Jesse Montgomery, based in Charlotte, NC, US, is currently a Chief Executive Officer at Clean Shift Energy. Jesse Montgomery brings experience from previous roles at National Renewable Energy Corporation and Rollcast Energy, Inc.. Jesse Montgomery holds a 2008 - 2010 CFA Charterholder in Areas of Sudy: Finance, Economics, Statistics, Portfolio Management, Derivatives, Accounting @ CFA Insitute. With a robust skill set that includes Renewable Energy, Finance, Financial Modeling, Portfolio Management, Financial Analysis and more. Jesse Montgomery has 2 emails and 2 mobile phone numbers on RocketReach.
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