Helena Juene Montgomery
- Role
- Financial Services Professional at Spectrum Financial Group
- Location
- Arlington, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Helena Juene Montgomery
Le Juene Montgomery is a Financial Services Professional with over 25 years of experience…
Experience
Financial Services Professional
Oct 2022 — Present
Disclosures:
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
BBA, Finance
Texas McCombs School of Business
Master's degree in Business Administration, Finance, General
1982 — 1988
Skills
- Securities
- Team Building
- Leadership
- Program Management
- Whole Life Insurance
- Strategic Planning
- Retirement Planning
- Investments
- Estate Planning
- Networking
- Change Management
- Annuity Sales
- Multi-Generational Wealth Transfer
- Life Insurance
- Financial Services
- Gifting Strategies
- 401(K) Rollovers
- Public Relations
- Business Development
- Wealth Preservation Planning
- Permanent Life Insurance
- Management
- Social Media
- Life Insurance Strategies
- Small Business
- Strategy
- Organizational Development
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