Aj Montgomery

AJ Montgomery is an experienced finance professional currently serving as the Director for the Midwest at Zacks Investment Management since August 2020, offering customized asset management services for Registered Investment Advisors and high-net-worth clients. AJ has a strong background in sales and finance, having previously worked as a Sales Director at Investor Cash Management and as a Regional Vice President covering the Pacific Northwest for Zacks from 2012 to 2019. In addition to professional roles, AJ actively participates as a Club Officer Board Member at Michigan Avenue Toastmasters, focusing on public speaking and leadership development. Educational qualifications include a Bachelor's degree in Economics and Finance from Grand Valley State University, a Certificate in Technical Project Management from the University of California, Berkeley, and current candidacy for CFA Level 2.