Carly Montgomery

Carly Montgomery Email and Phone Number

Benefits Specialist at Apple Growth Partners
Carly Montgomery's Location
Akron, Ohio, United States, United States
Carly Montgomery's Contact Details

Carly Montgomery personal email

n/a
About Carly Montgomery

Carly Montgomery is a Benefits Specialist at Apple Growth Partners. Colleagues describe her as "Carly was an outgoing and productive member of the Creating Brand YOU professional workshop at the University of Akron. She initiated valuable discussions with other students and I have no doubt she will be successful in any area she chooses to pursue moving forward."

Carly Montgomery's Current Company Details

Benefits Specialist at Apple Growth Partners
Carly Montgomery Work Experience Details
  • Apple Growth Partners
    Benefits Specialist
    Apple Growth Partners May 2019 - Sep 2020
    Cleveland/Akron, Ohio Area
  • Apple Growth Partners
    Human Resources-Operations Associate
    Apple Growth Partners Jun 2017 - May 2019
    Cleveland/Akron, Ohio Area
  • Apple Growth Partners
    Administrative Assistant
    Apple Growth Partners Aug 2016 - Jun 2017
    Cleveland/Akron, Ohio Area
  • Lineweaver Financial Group, Inc.
    Client Relations
    Lineweaver Financial Group, Inc. Oct 2014 - Sep 2015
    Cleveland/Akron, Ohio Area
    ● Oversaw company consolidated reporting website, including adding all new clients and accounts, answering all client questions, and fixing any connection errors● Provided administrative support such as managing advisers calendars, answering incoming calls, scheduling appointments, and following up with clients ● Prepared all client appointments, including gathering statements and documents, downloading confidential reports, and working with different departments to ensure all necessary material was compiled ● Directed weekly internal meetings between adviser and processors ● Calculated rate of return, downloaded internal reports, and assisted in new business research
  • G.C. Andersen Partners, Llc
    Administrative Assistant
    G.C. Andersen Partners, Llc Feb 2013 - Sep 2014
    Greater New York City Area
    • Provided administrative support for investment bankers including answering and screening calls, greeting and assisting visitors and resolving a range of administrative problems • Created Excel pro-forma financial material and PowerPoint marketing materials• Conducted various financial and industry research using Capital IQ, Hoovers, and internet• Coordinated domestic and international travel arrangements, including air, hotel, car, and meeting locations• Prepared expense reports using ExpensAble program and tracked and handled all petty cash• Ordered and stocked all office supplies and served as primary contact for and liaison between all office vendors and third-party HR service
  • Hartville Hardware
    Receptionist And Customer Service
    Hartville Hardware Aug 2005 - Jan 2013
    • Operated cash register including handling returns, exchanges and creating special orders• Assisted in accounts receivable and counted and balanced company safe• Performed light data entry and maintained employee schedules in spreadsheet• Answered and directed all incoming calls using the Avaya Soft Console phone system• Served on the Phone Committee, which discussed potential solutions to issues that arose with the phone system and how calls were directed throughout the store
  • Perkinelmer
    Marketing Intern
    Perkinelmer Jan 2012 - May 2012
    Akron, Oh
    • Conducted market research on the biomedical industry, including various diseases and treatments, as well as international market trends and predictions• Evaluated market share opportunities and created a case to whether or not a particular investment should be made or avoided• Developed software training videos for new customers using Camtasia Studio software• Created marketing material such as product brochures to be distributed to potential and existing customers

Carly Montgomery Skills

Customer Service Microsoft Excel Microsoft Office Powerpoint Marketing Social Networking Advertising Accounts Receivable Market Research Data Entry Social Media Microsoft Word Word Excel Multi Line Phone Professional Phone Skills Product Marketing Personal Branding Facebook Marketing Microsoft Powerpoint

Carly Montgomery Education Details

Frequently Asked Questions about Carly Montgomery

What is Carly Montgomery's role at the current company?

Carly Montgomery's current role is Benefits Specialist at Apple Growth Partners.

What is Carly Montgomery's email address?

Carly Montgomery's email address is cm****@****wth.com

What schools did Carly Montgomery attend?

Carly Montgomery attended The University Of Akron.

What are some of Carly Montgomery's interests?

Carly Montgomery has interest in Photography, Traveling, Reading.

What skills is Carly Montgomery known for?

Carly Montgomery has skills like Customer Service, Microsoft Excel, Microsoft Office, Powerpoint, Marketing, Social Networking, Advertising, Accounts Receivable, Market Research, Data Entry, Social Media, Microsoft Word.

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