Patrick Montani
Penn State University
Tell me more about Patrick Montani?
Patrick Montani is a performance-based fixed income salesperson with over 20 years of experience. He has expertise in Bloomberg, fixed income, and capital markets. Based in San Francisco, he is dedicated to providing excellent customer service and product knowledge. Patrick has held various leadership positions in companies such as InspereX, 280 CapMarkets, and Baird, where he has demonstrated his leadership skills and contributed to the growth of the financial services industry.
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About
Performance based fixed income salesperson dedicated to customer service and product knowledge.
Work Experience
director at insperex
Director
Investment Banking
Patrick Montani's Professional Milestones
- Director (2017-05-01~2021-10-01): Developed and implemented strategic plans to increase operational efficiency, resulting in increased profitability and market share.
- Sales Representative (2006-12-01~2010-03-01): Achieved record-breaking sales targets, surpassing monthly targets and establishing a strong customer base.
Education
Political Science,
Bachelors,
Bachelor Of Arts
1998-2002Skill
Bloomberg
Fixed Income
Bloomberg Terminal
Series 7
Capital Markets
Securities
Sales
Financial Markets
Finance
Certification
Colleagues
Joseph Rickard
Chairman | Chief Executive Officer
Thomas Ricketts
Chief Executive Officer
Gurinder Ahluwalia
board member ceo consultant
John D. DesPrez III
ceo of insperex
Sara Wehmeyer
chief people officer at insperex
Other Named Patrick Montani
Frequently asked questions
We found 4 Patrick Montani's email addresses
We found 4 Patrick Montani's phone numbers
Patrick Montani works for InspereX
Patrick Montani's role in InspereX is director at insperex
Patrick Montani works in the industry of Investment Banking
Patrick Montani's colleagues are Joseph Rickard,Thomas Ricketts,Gurinder Ahluwalia
Patrick Montani's latest job experience is director at insperex at InspereX
Patrick Montani's latest education in Penn State University