Tom Montgomery Email & Phone Number
Managing Member and CEO @ Montgomery Capital Advisers, LLC
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Tom Montgomery Location
- Plano, TX, US
Tom Montgomery Work
- 2002 -now Managing Member and CEO @
- 2025 -now Founder and President @ Woodfin Capital
- 2019 -2021 Consultant @
- 2003 -2019 Founding Partner @ Montgomery Coscia Greilich LLP
- 2001 -2003 President @ Beal Capital Markets/CSG Investments, Inc.
- 1999 -2000 Chief Financial Officer @ Solution 6 Holdings, Ltd.
- 1990 -1999 Partner @ Montgomery, Baggett & Drews, LLP
- 1982 -1990 Senior Manager @ Arthur Andersen & Co., LLP
Tom Montgomery Education
- Texas Tech University - Rawls College of Business
Master of Science in Accounting (Taxation)
1980-1981 - Texas Tech University - Rawls College of Business
Business Administration-Accounting (Taxation)
1975-1980
Tom Montgomery Skills
- Team Building
- Research
- Advanced Tax Planning
- Mergers and Acquisitions
- Private Equity
- Debt Financing
- Equity Compensation Plans
- Partnership Taxation
- Forensic Accounting
- Public Companies
- Growth Capital
- Mergers
- Restructuring
- Financial Analysis
- Financial Planners
- Governance
- Accounting
- Financial Modeling
- Financial Reporting
- Debt
- Equities
- Entrepreneurship
- Corporate Finance
- Business Valuation
- Leadership
- Tax Accounting
- Strategy
- Auditing
- Investment Banking
- Finance
- Internal Controls
- Due Diligence
- Income Tax
- Investments
- Recruiting
- Start-ups
- Strategic Financial Planning
- Negotiation
- Business Strategy
- Venture Capital
- Valuation
- Tax
- Strategic Planning
- SEC filings
- New Business Development
- Portfolio Management
- Sarbanes-Oxley Act
- Mergers & Acquisitions
- GAAP
- CPA
- Public Speaking
- Sarbanes Oxley Act
- Sales
- Estabelecimentos
- Start Ups
- Project Management
- Marketing
- Internet
- Busca
Tom Montgomery Summary
- Tom Montgomery, based in Plano, TX, US, is currently a Managing Member and CEO at Montgomery Capital Advisers, LLC. Tom Montgomery brings experience from previous roles at Woodfin Capital, Baker Tilly US, Montgomery Coscia Greilich LLP and Beal Capital Markets/CSG Investments, Inc.. Tom Montgomery holds a 1980 - 1981 Master of Science in Accounting in Taxation @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Team Building, Research, Advanced Tax Planning, Mergers and Acquisitions, Private Equity and more. Tom Montgomery has 2 emails and 2 mobile phone numbers on RocketReach.
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