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.

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.

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.

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.

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.

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