Ken Montgomery Email & Phone Number

Dallas, Tx, Us

North Texas

Created firm to become Acting Executive Director at East Dallas Community Organization, a non-profit affordable housing developer, and lead their transition to a wind down or merger. Successfully led to a merger within 18 months by initiating starts on 13 single family homes for low and moderate income residents. Secured property management contract on City of Dallas owned property and created first property assessment revenue for the organization through a community development contract with a private developer. Acted as property manager for 6 properties consisting of 36 residential units and 7500 feet of retail. This success led to obtaining my real estate license and a second long-term contract as the Affordable Housing Advisor to a Community Development Financial Institution (CDFI). This broadened relationships with banks for mortgage lending, minority owned single family builders for construction lending and a wide range of participating non-profits. This contract has recently concluded. Other clients over the 3 year period included multi-family developers, non-profit and for profit single family housing developers and spanned Oklahoma, Texas and Louisiana.

Dallas, Texas, United States

City of Dallas Public Facility Corporation Board of Directors (current) The PFC can acquire, construct, rehabilitate, renovate, repair, equip, furnish, or place in service public facilities and issue bonds on the City’s behalf. The PFC also partners with developers to construct, purchase land, lease, own, and/or hold title to mixed-income multifamily developments. Past Community Development Commissioner, City of DallasThe purpose of the Community Development Commission (CDC) is to foster citizen participation and provide advice and recommendations to the City Manager and City Council on the use of Community Development Block Grant (CDBG) and other federal HUD funds.Other Public Service Affiliations include:Advance Community Fund Advisory Board - President, Dallas Homeowners League – Member, City of Dallas Mobility Advisory Committee – Member, Housing Policy Task Force Marketing and Finance Committee – Civil Service Adjunct Member - Member, 2017 Bond Task Force Flood Control Sub Committee - Past president, Casa View Haven Neighborhood Association - Past board member, Greater Casa View Alliance

Dallas, Texas

Member based non-profit consisting of real estate investment trusts (REITs), Interval Funds, Business Development Corporations (BDCs) and limited partnerships to advance both educational and federal advocacy goals. Designed and developed several asset class specific educational suites for financial advisors that included research-based white papers, advanced e-learning courses, introductory e-learning courses and FINRA reviewed client brochures. Delivered educational content and experience for the following events: IPAVision annual national conference, IPASummit and Hill Day in DC and IPA Forums on specialty topics such as Opportunity Zones and NextGen client facing platforms. Expanded content offerings by beginning the Real Alternative Insights webinar series and the Direct Insights webinar series as well as local IPA Chapter meetings in New York City and Los Angeles. Advocacy efforts included meetings with Congressional Members as well as executives representing the Securities Exchange Commission and FINRA.

Directed all education programs for financial advisors including MATRIX new advisor training, Advanced Solutions Program, Financial Advantage Series,WIN Regional Cluster Group Program, Premier Experience Eagles Executive Forum, National Conference and Investment Planning Symposium series.Continued product sponsor role and increased marketing revenue by 30.5% from $2,262,100 to $2,953,417 by adding 5 strategic partners in first 18 months of position. Dalbar survey rating of 1st Global’s Training and Education for 2010 was 3.63, a remarkable .56 points higher than the industry average of 3.07.

Directed training program for 400 advisors on 23 teams. Production of group increased 53.2% from 2005 to 2007 outpacing overall firm growth. Added a team specifically for top producers within 30 days of hire. Created delivery program for personalized training outside of meeting. Evaluate new product sponsor relationships for broker/dealer and manage existing sponsor relationships.

Assisted financial advisors with the implementation of insurance solutions through case design and marketing support. Led successful implementation of insurance review processincluding new discovery tools and a client presentation. Instrumental in training of advisors through updated MATRIX training module, new WIN presentations and development ofwebcasts.

Introduced financial services for independent property and casualty agency. Met with agency clients and used insurance products to assist clients in the pursuit of their overall financial goals. Implemented sales and marketing plan that led to 309% increase in gross commission on fixed insurance products.

Instructor for Algebra I, Algebra II and Geometry. Designed and implemented curriculumfor all three courses covering all high school grade levels. Led project to effectivelyintegrate curriculums across disciplines by analyzing data from participants andconstructing new activities.

Bba, Economics And Finance

Mba, Finance