Nathan Montgomery

Nathan Montgomery, CFA, is an accomplished finance professional with extensive experience in the credit union sector. Currently serving as CFO and Senior Vice President of Finance at UNIFY Financial Credit Union since February 2016, Nathan has held various finance leadership roles at Western Federal Credit Union from March 2007 to January 2016, including Vice President of Finance and Assistant Vice President of Finance. Nathan's career began at the Federal Reserve Board as a Research Assistant, followed by a position as a Financial Advisor at Independent Capital Management. Nathan holds an MBA in Finance from USC Marshall School of Business, a Certificate in Accounting from UCLA, and a BA in Economics from UC Irvine.