George Montgomery Iii Email & Phone Number

New York City Metropolitan Area

Implementing strategic initiatives, evaluating organizational processes, and monitoring customer satisfaction from a global perspective.Account Management: Responsible for the development and growth of fourteen (14) EAP Providers.Rejuvenate BLI’s international book of business, staff domestic and international trainings requested by providers.

Greater New York City Area

• Managed multiple bulge bracket Investment Banks in their consumption of Ipreo related software pertaining to the capital raising process, including Fixed Income, Equity, and Municipal Bond Bookbuilding platforms, data.
• Focused on client awareness and adoption of regulatory mandates and best practices in Information Security, Risk and Compliance verticals.
• Provided exceptional services including counseling, case management, education and job training to diverse client base. Drove strategic improvements to enhance operational and organizational efficiencies.
• Spearheaded successful business development initiatives aligned with company's strategy and core competencies.

Greater New York City Area

• Managed top-tier New York City and Washington DC buy-side accounts, including Investment Managers, Hedge Funds, Insurance Companies, Government Agencies. Focused on electronic and voice cash and derivative trade.
• Advised extensive client base on Dodd-Frank regulation and use of Bloomberg Swap Execution Facility for Credit and Rates mandated execution protocol.
• Facilitated client feedback for further development of electronic trading solutions. The Bloomberg FIT group enjoyed current market share lead in executed notional for US Treasuries, US Agencies, USD Interest Rate.

Greater New York City Area

• Distinguished seminar speaker positioned to convey Bloomberg's Fixed Income suite of analytics to existing clientele and prospective customers. Trained clients and prospects on security valuation, relative value.
• Provided internal sales force with the market knowledge and analytical tools to position the Bloomberg product effectively, facilitate sales, retain existing subscriptions, and generate new business.
• Actively participated in software development and product idea generation based on interaction and feedback from client base.

Greater New York City Area

• Provided sales coverage to primary dealers, hedge funds, investment managers, and intermediate regional banks in the US Treasury and US Agency markets. Communicated market commentary and analysis to all clients.
• Maintained positive relationship growth through extensive customer interaction. Contributed to research and development of eSpeed electronic trading platform and facilitated the transition of traditional brokerage into.

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: Psi UpsilonMaxwell School of Citizenship and Public Affairs

Education record

Activities and Societies: Football, Basketball, Baseball