Michael Montemayor, Cfp®
About Michael Montemayor, Cfp®
Michael Montemayor, CFP®, is a Regional Director at Russell Investments, where he has worked since 2021. He has extensive experience in financial consulting and sales, having held various positions at Russell Investments and AIG, and he holds multiple financial licenses.
Current Role at Russell Investments
Michael Montemayor serves as the Regional Director at Russell Investments, a position he has held since 2021. He operates within the Dallas-Fort Worth Metroplex, where he consults financial advisors on the positioning of Russell Investments' products. His role involves strategic oversight and support for financial advisory practices in the region.
Previous Experience at Russell Investments
Prior to his current role, Montemayor held several positions at Russell Investments. He worked as an Associate Regional Director for 10 months in Milwaukee, Wisconsin, from 2020 to 2021. Before that, he was a Regional Investment Consultant in the RIA, Bank Trust & Family Office Group for 5 months in 2020, and served as a Regional Consultant for Advisory & Intermediary Solutions from 2016 to 2019 for three years.
Professional Background in Financial Services
Montemayor has a diverse background in the financial services industry. He previously worked at AIG as an Internal Sales Consultant and as a Regional Marketing Specialist and Associate. His experience spans multiple states, including Wisconsin, Minnesota, Maryland, Virginia, Arizona, and Colorado, where he has collaborated with financial advisors.
Education and Certifications
Michael Montemayor earned a Bachelor of Arts degree in Business Administration with a focus on Marketing and Entrepreneurship, as well as Psychology, from the University of Wisconsin-Stevens Point, graduating in 2013. He holds several financial licenses, including Series 7, Series 66, Series 6, and Series 63. Montemayor plans to pursue additional certifications beyond his CERTIFIED FINANCIAL PLANNER® designation.
Skills and Specializations
Montemayor specializes in sales, public speaking, mutual funds, and annuities. His expertise allows him to effectively engage with financial advisors and provide insights into investment strategies and product positioning.