Kim Montana

Role
Edelman Financial Engines
Location
Phoenix, AZ, US
LinkedIn followers
500 followers

About Kim Montana

Kim has more than 25 years of experience in financial services with a focus on operations…

Experience

  1. Edelman Financial Engines

    Present

Skills

  • Investments
  • Strategic Planning
  • Customer Service
  • Business Analysis
  • Mutual Funds
  • Vendor Management
  • Risk Management
  • Financial Services
  • Organizational Effectiveness
  • Process Improvement
  • Finance
  • Executive Management
  • Problem Solving
  • Relationship Management
  • Strategy
  • Leadership
  • Organization
  • Project Management
  • Management
  • Team Building

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