Montag & Caldwell, LLC
Address: 3455 Peachtree Rd # 1200, Atlanta, GA 30326 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (404) 836-7100: : Category: : Hours: Place name: : : Website: : 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, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Montag & Caldwell, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Montag & Caldwell, LLC Employees
PIRCH October 2014 - Present
Vacuum Sales & Service September 1999 - Present
Lowe's Companies, Inc. August 2013 - October 2014
Montag & Caldwell, LLC October 1993 - December 1998
SunTrust Bank January 1987 - April 1993
Skills
Customer Service, Sales, Management, Retail, Sales Management, Microsoft Office, Strategic Planning, Training, Marketing, Inventory Management, Account Management, Financial Analysis, Marketing Strategy, Merchandising, New Business Development, Sales Operations, Contract Negotiation
Education
Georgia State University 1984 — 1986
Bachelor's Degree, Finance
University of West Georgia 1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Montag & Caldwell, LLC February 2015 - Present
Montag & Caldwell, LLC June 2009 - Present
Montag & Caldwell, LLC April 2007 - February 2015
Montag & Caldwell, LLC June 2001 - February 2015
Strong Capital Management December 1999 - June 2001
The Robinson-Humphrey Co, LLC June 1998 - December 1999
Skills
Equity Research, Institutional Investors, Public Speaking, Sales Presentations, Strategic Thinking, New Business Development, Financial Statements, Financial Analysis, Financial Modeling, Equities, Growth Investing, Portfolio Management
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Marquette University 1991 — 1995
BA, Economics
Emory University Goizueta Business School August 2014 - Present
Herndon Capital Management, LLC 2011 - 2014
Herndon Capital Management, LLC 2011 - 2013
Towers Watson 2008 - 2011
Aon Hewitt 2007 - 2008
Watson Wyatt 2004 - 2007
Montag & Caldwell, LLC 1998 - 2004
SunTrust 1997 - 1998
Skills
Equities, Asset Management, Investments, Financial Analysis, Management, Equity Research, Bloomberg, Finance, Strategic Planning, Asset Allocation, Securities, Portfolio Management, Leadership, New Business Development, Client Relations, Wealth Management, Capital Markets, Investment Advisory
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
Georgia State University
Bachelor's Degree, Finance, General
Montag & Caldwell, LLC August 2003 - Present
Intellinet April 1998 - August 2003
AEGON Americas December 1995 - April 1998
Houghton Mifflin Harcourt September 1993 - November 1995
Skills
IT Infrastructure Design, Enterprise Architecture, IT Management, IT Strategy, IT Operations Management, Amazon Web Services..., VMware Infrastructure, Cloud Computing, Project Management, Disaster Recovery, SaaS, Data Center, Cisco Technologies, Technology Integration, Servers, Storage, Backup Solutions, Virtualization, Windows Azure, Enterprise Software, Juniper Technologies, Active Directory, Checkpoint Security
Education
Auburn University
Bachelor of Science (BS), Business Administration, Management Information Systems
Montag & Caldwell, LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Customer Service, Teamwork, Event Planning, English, Data Analysis, Financial Analysis, Team Leadership, Visual Basic, Access, Analysis, Project Management
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign
Situs June 2015 - Present
Montag & Caldwell, LLC June 2014 - August 2014
Lake Carolina Properties LLC May 2013 - August 2013
Jimmy John's December 2009 - March 2013
World of Coca-Cola June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Photoshop, Leadership, Communication, Customer Service
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor's degree, Finance
University of South Carolina-Columbia 2011 — 2015
Bachelor's degree, Finance, Senior
The Weber School 2009 — 2011
Montag & Caldwell, LLC May 1997 - Present
Legg Mason June 1991 - November 1996
Skills
Portfolio Management, Fixed Income, Equities
Education
Loyola University Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Economics
Montag & Caldwell, LLC February 1998 - Present
Education
Dartmouth College
Montag & Caldwell, LLC February 1999 - Present
Education
Queens College 1975 — 1979
Bachelor's degree, Art and Education