Rob Montgomery Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Rob Montgomery Location
- Jacksonville, FL, US
Rob Montgomery Work
- 2020 -now VP - Financial Consultant @
- 2018 -2020 Associate Financial Consultant @
- 2016 -2018 Customer Relationship Specialist @
- 2015 -2016 Portfolio Advisory Services Team Lead @
- 2014 -2015 Senior Service and Trading Team Lead @
- 2013 -2014 Financial Representative @
Rob Montgomery Education
- University of Florida
Master of Science (MS) (Business Administration and Management, General)
2012-2013 - University of Florida
Bachelor of Arts (BA) (Philosophy)
2008-2012
Rob Montgomery Skills
- Investments
- Asset Allocation
- Small Business Retirement Plans
- Strategic Partnerships
- Team Culture
- Doing the Right Thing
- Cloud Computing
- SaaS
- Business Development
- Go-to-market Strategy
- Business Alliances
- Product Lifecycle Management
- Enterprise Software
- Partner Management
- Business Intelligence
- Cross-functional Team Leadership
- Product Management
- E-commerce
- Program Management
- Product Marketing
- HP
- Servers
- Management
- Strategic Alliances
- Professional Services
- Start-ups
- Leadership
Rob Montgomery Summary
- Rob Montgomery, based in Jacksonville, FL, US, is currently a VP - Financial Consultant at Charles Schwab. Rob Montgomery brings experience from previous roles at Charles Schwab and Fidelity Investments. Rob Montgomery holds a 2012 - 2013 Master of Science (MS) in Business Administration and Management, General @ University of Florida. With a robust skill set that includes Investments, Asset Allocation, Small Business Retirement Plans, Strategic Partnerships, Team Culture and more. Rob Montgomery has 2 emails on RocketReach.
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