Steve Montgomery's Location
Chicago, IL, US
Steve Montgomery's Work
- Managing Director @ Wells Fargo
- Vice President @ Merrill Lynch
- Vice President and Director of Compliance @ Rosenthal Collins Group
- Auditor @ National Futures Association
Steve Montgomery's Education
- University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.) (Finance and Economics)
1996 - 2000
Steve Montgomery's Skills
- Series 24
- Series 7
- Series 3
- Options
- Securities
- Futures
- Series 63
- Series 4
- Compliance
- Equities
Steve Montgomery's Summary
Steve Montgomery, based in Chicago, IL, US, is currently a Managing Director at Wells Fargo, bringing experience from previous roles at Merrill Lynch, Rosenthal Collins Group and National Futures Association. Steve Montgomery holds a 1996 - 2000 Bachelor of Arts (B.A.) in Finance and Economics @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Series 24, Series 7, Series 3, Options, Securities and more, Steve Montgomery contributes valuable insights to the industry. Steve Montgomery has 2 emails and 1 mobile phone number on RocketReach.
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