Helena Juene Montgomery
Financial Services Professional @Spectrum Financial Group
Arlington, TX, US
EMAILS
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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