Aj Montgomery
- Role
- Director Midwest at Zacks Investment Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Aj Montgomery
Provide Custom Asset Management solutions for advisors, including custom allocations, tax…
Experience
Director Midwest
Aug 2020 — Present
Provide turnkey customized asset management services for Registered Investment Advisors (RIAs) and building tailored portfolios for their high-net-worth clients. Zacks delivers a tax-efficient, custom allocation utilizing our award-winning strategies; all ranking in the top 10% of Morningstar\'s peer group.
Skills
- Sales Presentations
- Finance
- Customer Service
- Financial Services
- Financial Analysis
- Series 65
- Portfolio Management
- Asset Management
- Series 63
- Etfs
- Mutual Funds
- Sales
- Wealth Management
- Investments
- Series 7
- Marketing
- Technical Analysis
- Group Presentations
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