Montell Watson Email & Phone Number
Vice President of Multicultural Lending and Market Expansion @ Movement Mortgage
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Montell Watson Location
- Charlotte, NC, US
Montell Watson Work
- 2024 - now Vice President of Multicultural Lending and Market Expansion @
- 2022 - now Director of Diversity Lending @
- 2018 - 2022 Director of Movement Direct @
- 2017 - 2018 Director of Corporate Strategy @
- 2016 - 2017 AVP, Special Projects @
- 2012 - 2016 Investment Consultant @
- 2011 - 2012 Broker Associate @
- 2010 - 2011 Relationship Banker @
- 2008 - 2010 Senior Credit Manager @ Wells Fargo Financial
Montell Watson Education
- Wake Forest University
Executive CFP Certification Program (Financial Planning and Services)
2015 - 2016 - Elon University
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2004 - 2007
Montell Watson Skills
- Community Engagement
- Sales Organization Leadership
- Profit & Loss Management
- Strategic Planning for Growth
- Multicultural Market Growth
- Portfolio Management
- PowerPoint
- Loans
- Underwriting
- Investments
- Sales
- Credit Cards
- Microsoft Office
- Public Speaking
- Credit
- Finance
- Series 7
- Series 63
- Equities
- Mutual Funds
- ETFs
- Trading Strategies
- Options Strategies
- Fixed Income
- Portfolio Performance Analysis
- Wealth Management
- Financial Analysis
- Financial Services
- Investment Strategies
- Leadership
- Retirement Planning
- Risk Management
Montell Watson Summary
- Montell Watson, based in Charlotte, NC, US, is currently a Vice President of Multicultural Lending and Market Expansion at Movement Mortgage. Montell Watson brings experience from previous roles at Movement Mortgage. Montell Watson holds a 2015 - 2016 Executive CFP Certification Program in Financial Planning and Services @ Wake Forest University. With a robust skill set that includes Community Engagement, Sales Organization Leadership, Profit & Loss Management, Strategic Planning for Growth, Multicultural Market Growth and more. Montell Watson has 2 emails and 2 mobile phone numbers on RocketReach.
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