Helena Juene Montgomery

Financial Services Professional @Spectrum Financial Group

Arlington, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Financial Services Professional @Spectrum Financial Group

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Disclosures:

EDUCATION

N/A

The University of Texas at Austin

Master of Business Administration (M.B.A.), Finance, General

N/A

The University of Texas at Austin

BBA, Finance

1982 — 1988

Texas McCombs School of Business

Master's degree in Business Administration, Finance, General

SKILLS

SecuritiesTeam BuildingLeadershipProgram ManagementWhole Life InsuranceStrategic PlanningRetirement PlanningInvestmentsEstate PlanningNetworkingChange ManagementAnnuity SalesMulti-Generational Wealth TransferLife InsuranceFinancial ServicesGifting Strategies401(K) RolloversPublic RelationsBusiness DevelopmentWealth Preservation PlanningPermanent Life InsuranceManagementSocial MediaLife Insurance StrategiesSmall BusinessStrategyOrganizational Development

ABOUT HELENA JUENE MONTGOMERY

Le Juene Montgomery is a Financial Services Professional with over 25 years of experience…

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