Cecilia Montanez
Client Service AssociateCecilia Montanez specializes in delivering superior client service through troubleshooting problems and serving as a liaison between the financial advisor and client.
Experience:
- National Wealth Management, LLC, Client Relations Administrator
- Prudential Financial, Financial Operations Professional
- Prudential Investments, Senior Investment Operations Associate
- Jennison Associates, Senior Financial Reviewer
Education/Certifications:
- Middlesex College, Business Management
- Essex County College of Business
- Accredited Project Manager
- Certified Green Belt, International Six Sigma Institute