Joan Monte

Joan Monte Email and Phone Number

Senior Relationship Manager at Monte Financial Group LLC @ Monte Financial Group, LLC
guilford, connecticut, united states
Joan Monte's Location
Guilford, Connecticut, United States, United States
Joan Monte's Contact Details

Joan Monte personal email

n/a
About Joan Monte

I have over 25 years experience as a marketing professional. My current position as Senior Relationship Manager not only provides me with great satisfaction in helping others but allows me to utilize my brand building skills in a growing firm.

Joan Monte's Current Company Details
Monte Financial Group, LLC

Monte Financial Group, Llc

View
Senior Relationship Manager at Monte Financial Group LLC
guilford, connecticut, united states
Website:
montefinancialgroup.com
Employees:
8
Joan Monte Work Experience Details
  • Monte Financial Group, Llc
    Senior Relationship Manager
    Monte Financial Group, Llc Jun 2009 - Present
    Guilford, Ct
    As Senior Relationship Manager, I am responsible for ensuring that all aspects of the firms's client service will meet the high standards that we set for our clients. I am responsible for working closely with clients, their investment custodians and our team of wealth advisors providing a wide range of servicing needs. Additionally, I am responsible for organizing and implementing the firm's trust services.MFG is committed to bring our best effort in client service through responsive actions to the needsof our clients and continuing education.
    View
  • Human Services Council
    Director Voluntary Action Center Of Mid-Fairfield Ct
    Human Services Council 2006 - 2007
    Norwalk, Ct
    I was Director of a not-for-profit program that promotes, recruits, refers, and recognizes volunteerism. I found it fulfilling working with the corporate community which led to the recruitment and referral of 1,000-plus volunteers to support over 150 not-for-profit organizations. I secured nearly $100K in donations through corporate partnerships, fund raisers and grants.
  • The Governor'S Prevention Partnership
    Manager, Norwalk Public Schools Mentor Program
    The Governor'S Prevention Partnership 2005 - 2006
    Norwalk, Ct
    I co-managed a school-based program funded by a federal grant with the goal of increasing the number of mentors in the Norwalk School System and to measure its effectiveness. This rewarding position provided me the opportunity to develop partnerships with mentor liaisons from local corporations to generate an increase of mentors in the Norwalk School System from 75 to 200 during the 2005-06 school years. I produced training manuals and merchandising pieces and conducted mentor training. At this time I volunteered as a proud and committed mentor who enjoyed 7 years with my mentee from middle school through high school.
    View
  • Snapple Beverage Group/Cadbury Schweppes
    Snapple Media Director/Field Marketing Director
    Snapple Beverage Group/Cadbury Schweppes 1997 - 2004
    White Plains, Ny
    As Media Director, I enjoyed the challenge and excitement of a leadership role that provided the strategic direction of Snapple’s national and local media. My responsibilities included project leader for high profile national media sponsorships. I negotiated and managed local sports media sponsorships. Also, I led creative development for Snapple trade advertising and merchandising materials.From 2003 to 2004 I served as Snapple Beverage Group Media Director for Nantucket Nectors andYoo-hoo brands and as Field Marketing Director. I led the strategic planning process for Nantucket Nectars and Yoo-hoo media which focused on results-driven and retail-specific radio promotions. Also, I produced planning and post evaluation tools to measure the effectiveness the promotions.

Joan Monte Skills

Competitive Analysis Cross Functional Team Leadership Marketing Strategy Event Planning Brand Management Integrated Marketing Event Management Public Speaking Marketing Communications Public Relations Team Building Marketing

Joan Monte Education Details

Frequently Asked Questions about Joan Monte

What company does Joan Monte work for?

Joan Monte works for Monte Financial Group, Llc

What is Joan Monte's role at the current company?

Joan Monte's current role is Senior Relationship Manager at Monte Financial Group LLC.

What is Joan Monte's email address?

Joan Monte's email address is in****@****oup.com

What schools did Joan Monte attend?

Joan Monte attended The University Of Connecticut.

What skills is Joan Monte known for?

Joan Monte has skills like Competitive Analysis, Cross Functional Team Leadership, Marketing Strategy, Event Planning, Brand Management, Integrated Marketing, Event Management, Public Speaking, Marketing Communications, Public Relations, Team Building, Marketing.

Who are Joan Monte's colleagues?

Joan Monte's colleagues are Cameron Davignon, Noah Lifgren, Bob Monte, Cpwa®, Rma®, Cap®, Madelyn Monte, Daniele Iazzi, Alexander Monte Cfp® Cima®, Gloria Amatrudo.

Not the Joan Monte you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.