Aj Montgomery
Director Midwest @Zacks Investment Management
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2020 — Present
Director Midwest @Zacks Investment Management
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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 PresentationsFinanceCustomer ServiceFinancial ServicesFinancial AnalysisSeries 65Portfolio ManagementAsset ManagementSeries 63EtfsMutual FundsSalesWealth ManagementInvestmentsSeries 7MarketingTechnical AnalysisGroup Presentations
ABOUT AJ MONTGOMERY
Provide Custom Asset Management solutions for advisors, including custom allocations, tax…
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