Amanda Montes
Divisional Vice President at Equitable | Los Angeles Metropolitan Area
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As the Divisional Vice President at Equitable, Amanda Montes plays a pivotal role in driving the success of the organization by expertly managing a team of 12 wholesalers. Her leadership is instrumental in fostering strong relationships with retail broker-dealer partners, particularly Equitable Advisors, as well as with various Regional Agency Channel firms. With nearly two decades of experience in the financial services industry, Amanda has cultivated a deep understanding of market dynamics and client needs, which she leverages to develop strategic initiatives that enhance sales performance and client engagement.
Amanda's journey in the financial sector began in 2006 as a summer intern, where she quickly demonstrated her potential and passion for the industry. This foundational experience paved the way for her subsequent roles, including Regional Sales Associate, where she honed her skills in relationship management and strategic planning. Her expertise in wholesaling has been crucial in executing key projects that align with Equitable’s vision of providing innovative financial solutions to clients.
In her current role, Amanda focuses on optimizing the performance of her wholesalers through targeted training and development, ensuring they are equipped with the tools and knowledge necessary to excel in their roles. She is adept at presenting complex financial concepts in an accessible manner, facilitating productive conversations that drive sales and foster long-term partnerships. Amanda's commitment to excellence and her strategic approach to leadership not only contribute to the growth of Equitable but also reinforce her reputation as a respected leader in the financial services industry.
Divisional Vice President at Equitable in August 2022 to Present
Senior Regional Vice President at Equitable in June 2020 to August 2022
Regional Vice President at Equitable in August 2011 to June 2020
Senior Internal Wholesaler at Equitable in September 2007 to September 2011
Product Sales Associate at Equitable in June 2007 to September 2007
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Strategic Planning
relationship management
presenting
wholesaling
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Discover more about EquitableWhat is Amanda Montes email address?
Email Amanda Montes at [email protected]. This email is the most updated Amanda Montes email found in 2026.
How to contact Amanda Montes?
To contact Amanda Montes send an email to [email protected]. (updated on September 13, 2024)
What company does Amanda Montes work for?
Amanda Montes works for Equitable
What is Amanda Montes's role at Equitable?
Amanda Montes is Divisional Vice President
What is Amanda Montes's Phone Number?
Amanda Montes's phone (**) *** *** 375
What industry does Amanda Montes work in?
Amanda Montes works in the Financial Services industry.
Amanda Montes Email Addresses
Amanda Montes Phone Numbers
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