Montag & Caldwell

Description

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.

Montag & Caldwell Salaries. You can even request information on how much does Montag & Caldwell pay if you want to. Learn about salaries, pros and cons of working for Montag & Caldwell directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Montag & Caldwell employees in database. Find out everything there's to know about Montag & Caldwell employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Montag & Caldwell Employees

Employee
Years
Job
Industry
Peter Atwell, CFA Peter Atwell, CFA Greater Atlanta Area Details
Peter Atwell, CFA's Montag & Caldwell Experience February 2013 - December 2014
Job Strategic Finance at Northside Hospital
Industry Hospital & Health Care
Experience
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

Ankur Patel Ankur Patel Greater New York City Area Details
Ankur Patel's Montag & Caldwell Experience November 2011 - December 2011
Job Partner Technical Consultant at Microsoft
Industry Information Services
Experience
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

Trevor Ugolyn Trevor Ugolyn Greater New York City Area Details
Trevor Ugolyn's Montag & Caldwell Experience June 2003 - August 2003
Job Senior Analyst at Power Play Energy
Industry Investment Management
Experience
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

David Carson Topping David Carson Topping Atlanta, Georgia Details
David Carson Topping's Montag & Caldwell Experience June 2006 - August 2006
Job MBA Candidate, Georgia Tech Scheller College of Business / Strategic Management / Strategy / Marketing
Industry Management Consulting
Experience
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

Dean Christians Dean Christians Atlanta, Georgia Details
Dean Christians's Montag & Caldwell Experience January 1999 - Present
Job Vice President at Montag & Caldwell
Industry Investment Management
Experience
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

Scott P. Stainken Scott P. Stainken Jacksonville, Florida Details
Scott P. Stainken's Montag & Caldwell Experience May 2002 - August 2002
Job Big Data Platform Solution Specialist at IBM
Industry Information Technology and Services
Experience
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.)

Raphael Fix Raphael Fix Las Vegas, Nevada Details
Raphael Fix's Montag & Caldwell Experience June 2008 - August 2008
Job Quantitative Market Research Analyst at Zappos.com
Industry Market Research
Experience
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

Chloe Cullinan Chloe Cullinan Tampa/St. Petersburg, Florida Area Details
Chloe Cullinan's Montag & Caldwell Experience May 1999 - December 2003
Job Pricing Manager at Masonite International
Industry Building Materials
Experience
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

Bill Vogel Bill Vogel Greater Atlanta Area Details
Bill Vogel's Montag & Caldwell Experience February 1988 - Present
Job Portfolio Manager at Montag & Caldwell
Industry Investment Management
Experience
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

Katy Ryan Katy Ryan Greater Atlanta Area Details
Katy Ryan's Montag & Caldwell Experience 1997 - Present
Job Vice President at Montag & Caldwell
Industry Financial Services
Experience
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

Hamilton Fong Hamilton Fong Greater Atlanta Area Details
Hamilton Fong's Montag & Caldwell Experience March 1999 - October 2009
Job Software Developer
Industry Information Technology and Services
Experience
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

Barbara Bassoff Barbara Bassoff Greater Atlanta Area Details
Barbara Bassoff's Montag & Caldwell Experience March 1999 - Present
Job Portfolio Administrator at Montag & Caldwell
Industry Investment Management
Experience
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