Montoya Kim Email & Phone Number
Financial Advisor and Client Relationship Manager @ Boston Harbor Wealth Advisors
Montoya Kim's Location
Boston, MA, US
Montoya Kim's Work
- Financial Advisor and Client Relationship Manager @ Boston Harbor Wealth Advisors
- Financial Advisor @ Raymond James
- Senior Investment Performance Analyst @ Fidelity Investments
- Investment Performance Analyst @ Fidelity Investments
- Global Corporate Actions Team Leader @ Fidelity Investments
- Senior Global Corporate Actions Analyst @ Fidelity Investments
- Global Corporate Actions Analyst @ Fidelity Investments
- Financial Analyst @ Principle Profits Inc.
Montoya Kim's Education
- University of Massachusetts at Amherst - Isenberg School of Management
Finance and Operations
2003 - 2007
Montoya Kim's Skills
- Mutual Funds
- Financial Services
- Bloomberg
- Securities
- Fixed Income
- Equities
- Financial Modeling
- Financial Analysis
- Microsoft Excel
- Asset Management
Montoya Kim's Summary
Montoya Kim, based in Boston, MA, US, is currently a Financial Advisor and Client Relationship Manager at Boston Harbor Wealth Advisors, bringing experience from previous roles at Raymond James and Fidelity Investments. Montoya Kim holds a 2003 - 2007 Finance and Operations @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Mutual Funds, Financial Services, Bloomberg, Securities, Fixed Income and more, Montoya Kim contributes valuable insights to the industry.
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