Carlos Montoya

Financial Analyst at GMHC
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency

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Bio

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Credentials

  • Personal Investment Advisor
    Merrill Lynch Internal
    Dec, 2020
    - Nov, 2024
  • Series 65
    FINRA
    Oct, 2020
    - Nov, 2024
  • Series 63
    FINRA
    Mar, 2020
    - Nov, 2024
  • Series 7
    FINRA
    Jan, 2020
    - Nov, 2024

Experience

  • GMHC
    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Financial Analyst
      • Nov 2021 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor
      • Sep 2019 - Nov 2021

Education

  • Baruch College
    Bachelor of Business Administration - BBA, Finance and Investments
    2016 - 2019

Community

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