Julian Montanez

Julian Montanez is an experienced professional in investment and client services with a strong background in financial services. Currently an Investment Information Writer at Capital Group since January 2018, Montanez also serves as an Investment Operations Associate Council member and Knowledge Management Specialist. Prior experience includes roles at CO-OP Financial Services, such as RFP Analyst, where responsibilities involved managing RFPs and DDQs, and Client Impact Analyst, focusing on corporate initiatives and client experience assessments. Earlier positions at Vineyard Bank included Customer Service Officer II and Client Service Specialist II, where Montanez was instrumental in account management and client support. Educational qualifications encompass a Master's degree in Leadership & Management with a focus on Organizational Development from the University of La Verne and a Bachelor's degree in American Studies from California State University, Fullerton.