Montag & Caldwell
Address: 3455 Peachtree Rd # 1200, Atlanta, GA 30326 Phone: (404) 836-7100: : Category: : : Place name: Website: : : Hours: Website: https://www.montag.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Montag & Caldwell, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Montag & Caldwell List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Montag & Caldwell. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Montag & Caldwell Employees
Northside Hospital December 2014 - Present
Montag & Caldwell February 2013 - December 2014
KPMG July 2010 - January 2013
KPMG July 2008 - June 2010
Skills
Microsoft Excel, @Risk, Factiva, OneSource, Valuation Modeling, Corporate Finance, Bloomberg, DCF, Equities, Valuation, Business Strategy, Economics, Financial Modeling, Due Diligence, Investments, Financial Services, Financial Analysis, Portfolio Management, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration and Management, General and Minor in Spanish
Microsoft March 2014 - Present
Wipro May 2013 - March 2014
New Edge Relity 2014 - 2014
Morgan Stanley January 2012 - May 2013
Greenville Utilities October 2011 - March 2012
Raleigh-Durham Airport Authority November 2011 - December 2011
Montag & Caldwell November 2011 - December 2011
Fujitsu November 2010 - November 2011
AT&T August 2008 - November 2010
Parul Arogya Seva Mandal January 2006 - June 2006
Skills
sharepoint Administrator, SharePoint Designer, .NET, C#, XML, HTML, CSS, IIS, Visual Studio, SharePoint, CAML, Microsoft Office..., Microsoft SQL Server, ASP.NET, SQL, JavaScript, TFS, Powershell, SSRS, SharePoint Server, Databases, Active Directory, Windows Server
Education
Stevens Institute of Technology 2006 — 2008
Master, Electrical and Computer Engg
MSU baroda 2001 — 2005
Bachelor, Electronics Engg
Power Play Energy, LLC September 2008 - Present
Power Play Research September 2008 - Present
Power Play Solar September 2008 - December 2010
Greenwich Associates March 2008 - September 2008
Oppenheimer Funds May 2007 - September 2007
BNY Asset Management (Bank of New York - Mellon) June 2004 - June 2006
Caywood-Scholl August 2003 - December 2003
Montag & Caldwell June 2003 - August 2003
Enterprise Capital Management - AXA/MONY May 2002 - September 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Cigna September 2013 - July 2015
Printpack, Inc. May 2010 - August 2013
Emory University Hospital June 2008 - January 2010
Montag & Caldwell June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Pricing Analysis, Financial Modeling, Financial Analysis, PowerPoint, Pricing Strategy, Microsoft Word, Forecasting, Social Media, Mathematics, Pricing, Excel, Word, Organization, Market Analysis, Data Analysis, Leadership
Education
Georgia Institute of Technology 2015 — 2017
Master of Business Administration (M.B.A.), Strategic Management
Emory University 2007 — 2011
Bachelor of Arts, Mathematics and Economics
Montag & Caldwell January 1999 - Present
Skills
Portfolio Management, Investments, Equities, Asset Management, Strategic Planning, Strategy, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
The University of Georgia 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
IBM May 2014 - Present
IBM August 2012 - May 2014
IBM March 2010 - August 2012
JD Scribes June 2008 - September 2008
Montag & Caldwell May 2002 - August 2002
Skills
Analytics, Business Analytics, Big Data, Data Warehousing, Analysis, Management, Predictive Analytics, Selling, Sales, Solution Selling, Cloud Computing, Enterprise Software, SaaS, Professional Services, Research, Legal Research, Leadership, Business Intelligence, CRM
Education
University of Florida
Bachelor of Arts (B.A.)
Zappos Family of Companies January 2014 - Present
Zappos Family of Companies June 2013 - August 2013
UPS May 2012 - July 2012
Four Athens January 2012 - April 2012
Lily Pond Capital Management, LLC June 2011 - July 2011
Chick-Fil-A Perimeter Pointe June 2007 - June 2011
Montag & Caldwell June 2008 - August 2008
Skills
Market Research, Marketing Research, Multivariate Analysis, Statistics, Data Analysis, Logistic Regression, Factor Analysis, Microsoft Office, Linear Regression, R, Pandas, Python, Research Design, Survey Design, Cluster Analysis, PowerPoint, SQL, Microsoft Excel, Leadership, Analysis, Research, Consumer Behaviour, Qualitative Research, Analytics, SPSS, Customer Insight, Microsoft Word
Education
The University of Georgia 2011 — 2013
MA, Political Science
The University of Georgia 2009 — 2013
BBA, Marketing
Dunwoody High School 2005 — 2009
Masonite International November 2014 - Present
CertainTeed Corporation August 2012 - November 2014
MFS Investment Management August 2007 - October 2011
MFS Investment Management April 2005 - August 2007
Eötvös József High School 2004 - 2004
Montag & Caldwell May 1999 - December 2003
State Street January 1998 - September 1998
State Street November 1996 - January 1998
Skills
Fixed Income, Equities, Portfolio Management, Analysis, Asset Allocation, Sales Process, Salesforce.com, Salesforce.com..., Salesforce.com..., Project Management, Business Strategy, Business Analysis, Sales Analysis, CRM, Business Process, Business Intelligence, Training, User Experience, Change Management, Incentive Programs, Sales Process..., Metrics Reporting, Performance Measurement, Query Writing, Database Queries, Pricing Strategy, Pricing Analysis
Education
Boston University
MS, Investment Management
Florida State University - College of Business
BS, Finance
Montag & Caldwell LLC June 2006 - Present
Montag & Caldwell February 1988 - Present
Wachovia Bank & Trust July 1981 - February 1988
Skills
Portfolio Management, Investments, Equities, Equity Research, Investment Management
Education
Duke University - The Fuqua School of Business 1975 — 1976
Master of Business Administration (MBA)
Duke University 1974 — 1976
MBA
Bucknell University 1969 — 1973
BSBA, Accounting
Montag & Caldwell 1997 - Present
Skills
Investment Strategies, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Equity Research, Mutual Funds, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Strategic Financial..., Equity Trading, Alternative Investments, Series 63, Securities, Hedge Funds, Financial Services, Due Diligence, ETFs, Fixed Income, Trading Systems
Education
Texas State University 1984 — 1987
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Highland Park HS, Dallas, Texas 1980 — 1983
Emory University, Theater Emory August 2015 - Present
NUVOSYM January 2010 - Present
Holy Innocents' Episcopal Church January 1997 - Present
Atlanta Symphony Orchestra Chorus (ASOC) 2006 - Present
Ceraforma.com August 2010 - Present
Pacific Home & Garden January 2011 - May 2012
Montag & Caldwell March 1999 - October 2009
Skills
C#, ASP.NET, Project Management, .NET, SharePoint, Software Development, Singing, Music, Visio, Conducting, Acting, Piano, Theatre
Education
Stony Brook University
BS, Genetics
Montag & Caldwell March 1999 - Present
GKN Securities, Biltmore Securities November 1987 - February 1999
Skills
Asset Allocation
Education
Queens College
Bachelor's degree, Education
Queens College
Bachelor's degree, Education