client success advisor team lead at empower@ Empower
Dallas-Fort Worth Metroplex
Brandon Montgomery
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Southern Methodist University
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FlashIntel GPTBrandon Montgomery is a Vice President - Financial Advisor at Personal Capital with 18.2 years of work experience. He has worked in various roles at Personal Capital, including Client Success Advisor Team Lead and Senior Financial Advisor. Brandon has also worked as a Financial Advisor at Empower and a Financial Advisor at GE Financial. He has a strong background in financial services and has worked with clients ranging from individuals to large corporations. Brandon is based in the United States.
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About
Vice President - Financial Advisor at Personal Capital
Work Experience
client success advisor team lead at empower
Financial Services
Brandon Montgomery's Professional Milestones
- Financial Advisor Associate (2014-06-01~2017-08-01): Secured multiple contracts and secured lucrative financial deals, protecting clients' financial growth.
- Vice President | Financial Advisor (2017-09-01~2018-09-01): Building and nurturing high-performing clients through strategic financial planning and streamlined processes.
Education
Bachelors,
Bachelor Of Arts,
Markets And Culture
2012-2014Certification
Colleagues
David Zitek
Value Stream Owner
Michael Richards
Product Owner
Shannon Late
Director Process Management | Entrepreneurship Advisor | Success Advisor
David Hutchings, CSPO
experienced business analyst and product owner
Bethanie Boerger, CSPO, SAFe POPM
agile safe scrum kanban methodologies | certified scrum product owner cspo | certified safe product owner product management popm | business analysis | process improvement
Other Named Brandon Montgomery
Frequently asked questions
We found 6 Brandon Montgomery's email addresses
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Brandon Montgomery's social media include: Linkedin,
Brandon Montgomery works for Empower
Brandon Montgomery's role in Empower is client success advisor team lead at empower
Brandon Montgomery works in the industry of Financial Services
Brandon Montgomery's colleagues are David Zitek,Michael Richards,Shannon Late
Brandon Montgomery's latest job experience is client success advisor team lead at empower at Empower
Brandon Montgomery's latest education in Southern Methodist University
