Kim Montana
Senior Vice President - Client Operations at Edelman Financial Engines | Greater Phoenix Area
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Senior Vice President - Client Operations at Edelman Financial Engines in January 2020 to November 2022
Sr. Vice President - Workplace Operations at Edelman Financial Engines in March 2019 to January 2020
Vice President - Client Operations at Financial Engines in June 2014 to March 2019
Vice President - Division Manager at Wilmington Trust / M&T Bank in February 2007 to June 2014
Director at Ascensus (previously Bisys Retirement Services) in January 2002 to January 2005
Vice President at PFPC in January 1999 to January 2002
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University of New Hampshire, Bachelor's degree, January 1985 to January 1989
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Process Improvement
Business Analysis
Risk Management
Mutual Funds
Leadership
Team Building
Strategic Planning
Executive Management
Problem Solving
Customer Service
Organizational Effectiveness
Project Management
Organization
Management
Financial Services
Strategy
Relationship Management
Investments
Finance
Vendor Management
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Discover more about Edelman Financial EnginesWhat is Kim Montana email address?
Email Kim Montana at [email protected] and [email protected]. This email is the most updated Kim Montana's email found in 2026.
How to contact Kim Montana?
To contact Kim Montana send an email to [email protected] or [email protected].
What company does Kim Montana work for?
Kim Montana works for Edelman Financial Engines
What is Kim Montana's role at Edelman Financial Engines?
Kim Montana is Senior Vice President - Client Operations
What is Kim Montana's Phone Number?
Kim Montana's phone (**) *** *** 214
What industry does Kim Montana work in?
Kim Montana works in the Financial Services industry.
Kim Montana Email Addresses
Kim Montana Phone Numbers
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