Wade Montgomery
Operations and Sales Support- Financial Services
- Role
- Client Service Manager at Savvy Wealth
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Service Manager
Nov 2025 — Present
Education
Ball State University
Bachelor's Degree
2006 — 2009
Skills
- Fixed Annuities
- Customer Service
- Strategic Financial Planning
- Series 7
- Cross Selling
- Financial Services
- Insurance
- Lines of Credit
- Management
- Team Building
- Life Insurance
- Finance
- Loans
- Microsoft Office
- Sales
- Securities
- Mortgage Lending
- Leadership
- Banking
- Recruiting
- Social Media
- Series 63
- Marketing
- Relationship Management
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