Cecilia Montanez

Client Service Associate

Cecilia Montanez specializes in delivering superior client service through troubleshooting problems and serving as a liaison between the financial advisor and client.


  • National Wealth Management, LLC, Client Relations Administrator
  • Prudential Financial, Financial Operations Professional
  • Prudential Investments, Senior Investment Operations Associate
  • Jennison Associates, Senior Financial Reviewer


  • Middlesex College, Business Management
  • Essex County College of Business
  • Accredited Project Manager
  • Certified Green Belt, International Six Sigma Institute