Senior Branch Office Administrator@ Edward Jones
Frankfort, Indiana, United States
Kathy Pierce Montgomery
GET FULL PROFILE 
University of Southern California
Real-Time AI Research
FlashIntel GPT
Tell me more about Kathy Pierce Montgomery?
FlashIntel GPTKathy Montgomery is an experienced administrative assistant with 39.4 years of work experience. She specializes in office management, event planning, customer service, data entry, and organization. Based in India, Kathy assists Matthew Haskett, CFP, Financial Advisor, and provides excellent client service to clients. She is dedicated to helping clients achieve their individual investment goals and building a retirement plan. Kathy has worked in various roles, including Senior Branch Office Administrator and Administrative Assistant to the Chief Executive Officer.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
I assist Matthew Haskett, CFP, Financial Advisor, in providing excellent client service and managing our branch operations in order to provide our clients with the best client experience. Above all, we partner with our clients to help them meet their individual investment goals. We want to know what’s important to them, uniquely building a retirement plan. It is a privilege to serve our clients.
Work Experience
Senior Branch Office Administrator
Financial Services
Kathy Pierce Montgomery's Professional Milestones
- Senior Branch Office Administrator (2005-04-01~): Streamlining administrative processes and improving efficiency through implementation of streamlined processes.
- Office Manager (1985-03-01~1988-06-01): Streamlined office operations, maximizing efficiency and productivity across all departments.
Education
Skill
Administrative Assistants
Office Management
Office Administration
Administration
Event Planning
Customer Service
Data Entry
Organization
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Scott Young
Owner, Bootleggers Rest. & Brewery
Tim McMartin, CFP® CIM® CLU®
Financial Advisor | Retirement Planning | Business Owner Of Examiners | Insurance | Estate Inclusions | Toronto
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Other Named Kathy Pierce Montgomery
Frequently asked questions
We found 2 Kathy Pierce Montgomery's email addresses
We found 4 Kathy Pierce Montgomery's phone numbers
Kathy Pierce Montgomery works for Edward Jones
Kathy Pierce Montgomery's role in Edward Jones is Senior Branch Office Administrator
Kathy Pierce Montgomery works in the industry of Financial Services
Kathy Pierce Montgomery's colleagues are Barrett Feltmeier,Erika Gish,Scott Young
Kathy Pierce Montgomery's latest job experience is Senior Branch Office Administrator at Edward Jones
Kathy Pierce Montgomery's latest education in University of Southern California
