Michael Montgomery Email & Phone Number

Portland, Oregon Area

• US Fixed Income Portfolio Manager overseeing $4.0 billion in assets. Individually manage a short duration fund responsible for all trading, security analysis, performance reporting, benchmarking, and back office..
• 14 yr. performance: Scaled operations to support 400% growth in assets under management, earned $80.0 MM excess earnings over benchmark, and averaged 0.42% Alpha annually.
• Develop Cash Forecasting and Liquidity Management for the City’s 29 Bureaus and 49 Divisions. Coordinate operations of the Treasury Department, lead staff, and project management. Successfully implemented SAP’s ERP.
• Built highly accurate Interest Rate forecasting models. Presentation experience with executives and external agencies. Authored complex Request for Proposals (RFPs) related to Investment Performance Reporting, Trust.

Hillsboro, Oregon, United States

• Directed Treasury functions, Investment Portfolio of $400 million, banking, merchant services, and property tax collections. Executed cash management, forecasting, broker/dealer relationships. Supervised treasury.
• Responsible for accounting and financial reporting for Treasury division. Producing executive reports and developing external relationships with third party service providers.

Tigard, Oregon, United States

Responds to alarms; performs all necessary duties as a firefighter including, but not limited to, the use of hoses, pumps, equipment, emergency apparatus and tools necessary in fire suppression, life safety, rescue operations, property conservation operations, and clean-up projects. Participates in fire drills and attends classes on fire techniques and.

• Managed Treasury functions, banking (500 accounts) structure, credit card programs +$2.0 billion revenue, investments, and internal controls. Directed corporate cash consolidation for a retail footprint of +2,000 store.

Fremont, California, United States

• Responsible for global cash management and forecasting for subsidiaries across multiple countries. Managed portfolio of investments +$250 million, and banking relationships. Presented financial reports for CFO.

Rancho Cordova, California, United States

• Administered the accuracy of securities across multiple asset classes and handled daily trade processing for firms Portfolio Management and Fund Accounting Databases. Analyzed corporate actions for impact to Mutual.
• Performed accounting and financial reporting for five mutual funds. Calculated daily NAV, distribution factors, and yields. Prepared financial statements in accordance with GAAP for use by the funds management.
• Analyzed investor goals, experience, risk tolerance, existing investments, and tax status to decide proper investment options. Facilitated client relationships with the Broker/Dealer community and internal wholesale.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: Sigma Alpha Epsilon

Mba, Finance, 3.60

Bs, Finance

Education record

Master Of Business Administration - Mba, Finance, General