2009 -2011 Investment Operations and Support Manager @ Santander Private Banking
now Privilege Direct Relationship Manager @
2008 -2009 Senior Sales and Relationship Manager @
2002 -2005 Privilege Direct Relationship Manager @
John Montgomery Education
CFA Institute
CFA Level 1
2014
CFA Institute
Investment Management Certificate
2010
University of Glasgow
MA (European Civilization)
1999-2004
Rothesay Academy 1993-1999
John Montgomery Skills
Retail Banking
Banking
Commercial Banking
Private Banking
Trade Finance
Portfolio Management
Investment Banking
Fixed Income
Corporate Finance
Asset Management
Emerging Markets
Credit
Bloomberg
Relationship Management
Financial Markets
Investments
Derivatives
Business Analysis
Strategic Planning
Equities
Marketing
Risk Management
John Montgomery Summary
John Montgomery, based in London, England, GB, is currently a Director, Senior EM Trader and Business Development at Balanz UK. John Montgomery brings experience from previous roles at Santander Asset Management, Santander Investment Securities Inc and Santander Private Banking. John Montgomery holds a CFA Level 1 @ CFA Institute. With a robust skill set that includes Retail Banking, Banking, Commercial Banking, Private Banking, Trade Finance and more. John Montgomery has 3 emails and 1 mobile phone numbers on RocketReach.
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