Rob Montgomery Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Rob Montgomery Location
- Jacksonville, FL, US
Rob Montgomery Work
- VP - Financial Consultant @ (August 2020 - Present)
- Associate Financial Consultant @ (May 2018 - August 2020)
- Customer Relationship Specialist @ (May 2016 - May 2018)
- Portfolio Advisory Services Team Lead @ (February 2015 - May 2016)
- Senior Service and Trading Team Lead @ (June 2014 - February 2015)
- Financial Representative @ (June 2013 - June 2014)
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 and 1 mobile phone numbers on RocketReach.
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