Gail Montag has a wealth of experience in customer service and financial institutions. Gail has worked as a Trust Relationship Specialist at Columbia Trust Company, a Member Service Representative III at Navy Federal Credit Union, and a Certified Customer Service Representative II at California Bank & Trust. Gail has also served as a Research Assistant at the University of Southern California and as an Attendant at La Mesa / Spring Valley School District. With a Bachelor of Arts in Psychology from the University of Southern California, Gail demonstrates strong organizational, problem-solving, and customer service skills to effectively assist clients in achieving their financial goals.
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August, 2023 - present