Simon Montgomery Qfa

Simon Montgomery MBA QFA is an experienced executive in the financial services sector, currently serving as the Chief Operating Officer at ID-Pal since July 2020. Prior experience includes a role as Senior Director of Customer Operations at Future Finance, where responsibilities encompassed enhancing student loan provisions in the UK. Prior to that, Simon led UK Credit Card Operations at Bank of Ireland, managing partnerships and operational responsibilities. A solid foundation in client risk assessment was built during a long tenure at AIB Commercial Finance Ltd, where multiple managerial positions were held. Educational credentials include an MBA from Trinity College Dublin and an Advanced Diploma in Management Accounting from CIMA. Simon also has experience in project management and holds qualifications as a Qualified Financial Advisor.