Michael Montemayor
Regional Director at Russell Investments
Based in Milwaukee, United States
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Seniority
Director
Department
General Business & Management
Location
Milwaukee
Industry
Financial Services
Company size
2K
Contact information
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m•••••••@russellinvestments.com
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Background
About Michael Montemayor
Michael Montemayor is a Regional Director for Russell Investments' Advisor & Intermediary Solutions. In this role, Michael is responsible for the service, growth, and expansion of the retail investment markets in Oklahoma & North Texas through his work with Financial Advisors. Michael consults advisors on business development, practice management, capital markets, and Russell Investments' strategies. Michael joined Russell Investments in 2016 as a Regional Consultant. Before joining Russell Investments, Michael started his career with AIG Annuities in Woodland Hills, CA, on their internal sales desk. Throughout Michael's career, he has worked with financial advisors across several states, including Wisconsin, Minnesota, Maryland, Virginia, Arizona, Colorado, and more. Michael holds a B.A. in Business Administration & Marketing from the University of Wisconsin - Stevens Point. He is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent with the IRS. Specialties: Financial Planning, Public Speaking, Investment Management, Tax Mitigation, and Business Growth Consulting. Licenses: Series 7, Series 66 Certifications: CFP® ID# 283365 Enrolled Agent
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