Monte Financial Group Employee Directory
Monte Financial Group corporate office is located in 30 Long Hill Rd, Guilford, Connecticut, 06437, United States and has 1-10 employees.
Highly Engaged Employeesmonte financial group llc
financial group llc
Employees by Department
Departments
Number of employees
Finance
5
Sales
2
Operations
1
Marketing
1
Key Employees of Monte Financial Group
- BM
Monte Financial Group Global Presence
| Location | People at location |
| North America | 1-10 |
Index of contact profiles from Monte Financial Group
- Certified Financial Planner & Certified Investment Management Analyst
- United States , Connecticut , Guilford
- Manager, Business Office
- United States , Connecticut , Guilford
- Senior Relationship Manager
- United States , Connecticut , Guilford
- Client Service Representative
- United States , Connecticut , Guilford
- Research Analyst I
- United States , Connecticut , Guilford
- Equity Research Intern
- United States , Connecticut , Guilford
- Certified Financial Planner
- United States , Connecticut , Guilford
- Marketing Specialist & Administrative Assistant
- United States , Connecticut , Guilford
- Director, Research, Portfolio Specialist
- United States , Connecticut , Guilford
Former Employees at Monte Financial Group
Explore people who held key positions, contributed to Monte Financial Group's success, and advanced their careers.
Investment Banking Ana... at Bank of America
Worked as Buy Side Equity Research Intern
at Monte Financial Group (2023-2023)
Associate Fianncial An... at Fidelity
Worked as Equity Research Intern
at Monte Financial Group (2024-2024)
Client Services Associ... at Harbor Asset Private W...
Worked as Equity Research Intern
at Monte Financial Group (2023-2023)
Party Management Merge... at Cigna
Worked as Compliance Officer & Managed Accounts Relation...
at Monte Financial Group (2014-2018)
Ig Credit Analyst at Virtus Investment Part...
Worked as Equity Research Intern
at Monte Financial Group (2022-2022)
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People from Similar Companies in the Finance Industry Located in Connecticut, United States
Frequently Asked Questions Regarding Monte Financial Group Employees
Monte Financial Group specializes in wealth management strategies and ongoing investment management tailored to the unique financial needs of families. Their dedicated team focuses on aligning clients' investment portfolios with their personal values and circumstances. The company emphasizes strong client relationships and provides customized finan... Read More
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