Terry Montano
Co-Founder & Wealth Advisor
- Role
- Co-founder & Wealth Advisor at Motus Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Terry Montano
Fee-only wealth management firm that provides customized financial planning and…
Experience
Co-founder & Wealth Advisor
Jan 2022 — Present · US
Education
Georgia Perimeter College
Associate of Science (A.S.)
2009 — 2011
The University of Georgia
Bachelor of Science in Family and Consumer Sciences
2012 — 2014
Skills
- English
- Cash Flow
- Leadership
- Estate Tax Planning
- Hospitality
- Teamwork
- Risk Management
- Team Management
- Public Speaking
- Databases
- Outlook
- Balance Sheet
- Budgets
- Microsoft Word
- Team Leadership
- Editing
- Social Media
- Programming
- Microsoft Office
- Analysis
- Data Entry
- Teaching
- Time Management
- Return on Investment Analysis
- Financial Analysis
- Bookkeeping
- Tax Preparation
- Microsoft Excel
- Powerpoint
- Data Analysis
- Computer Hardware
- Project Management
- Customer Service
- Business Analysis
- Negotiation
- Accounting
- Research
- Windows
- Economics
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