Patricia Montano
About Patricia Montano
Patricia Montano serves as an Implementation Project Manager at Transamerica Retirement Solutions, where she has worked since 2014. She has a diverse background in financial services, with previous roles at Voya Financial and Fidelity Investments, and holds degrees and certifications in Business Management, Pension Administration, and Project Management.
Work at Transamerica
Patricia Montano has been serving as an Implementation Project Manager at Transamerica Retirement Solutions since 2014. In this role, she is responsible for overseeing the implementation of retirement solutions, ensuring that projects are completed efficiently and meet client needs. Her tenure at Transamerica spans a decade, reflecting her commitment to the organization and her expertise in project management within the financial services sector.
Previous Experience in Financial Services
Before joining Transamerica, Patricia Montano held various positions in the financial services industry. She worked at Voya Financial as an IT Systems Business Analyst from 2006 to 2010 and later as an Implementation Project Manager from 2010 to 2011. Additionally, she spent time at Fidelity Investments in multiple roles, including Senior Actuarial Analyst, Lead Data Consultant, and Data Consulting Manager, accumulating a diverse range of experience in client and project management.
Education and Expertise
Patricia Montano holds a Bachelor of Science degree in Business Management with a specialization in Accounting from the University of Maryland University College, which she completed from 1985 to 1988. She also earned a Certificate in Pension Administration from Bentley University between 1998 and 2000 and a Certificate in Project Management from Boston University in 2007. Her educational background supports her extensive expertise in project management and financial services.
Skills and Competencies
Patricia Montano possesses strong analytical, organizational, and communication skills, which are essential for her role as an Implementation Project Manager. Her comprehensive background in IT project management, client management, staff management, and operations work enables her to effectively manage projects, particularly those related to legislated changes in Defined Benefits retirement plans. These skills contribute to her success in navigating complex project requirements.