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Gustavo A. Montoya

Assistant To Investment Risk Director at Bank Of America
Intro Book
Experienced banking professional with 27 years of experience in administration, project support, and business development.
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Location
Stamford, Connecticut, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills
  • Business Administration
  • Policies And Procedures
  • Banking
  • Calendar Management
  • Research Development
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Bio

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Gustavo A. Montoya is a seasoned banking professional with 27 years of experience in administration, project support, and business development. He holds a Bachelor's degree in Management from Mahanttanville College and is proficient in Microsoft Office Suite and Concur.

Credentials

  • Where to Focus: Weaknesses or Strengths?
    Lynda.com
    Dec, 2016
    - Apr, 2026

Experience

  • Bank Of America
    • Assistant To Investment Risk Director

  • U.S. Trust Bank of America Private Wealth Management
    • Westport, CT
    • Assistant to Investment Risk Director
      • Nov 1996 - Present
      • Westport, CT

      Maintain exceptional relationships with key clients, addressing inquiries of current and potential clients, communicating with investment teams on key initiatives, and maintaining investor database. Develop spreadsheets to improve and inform quality / risk-assessment initiatives. Prepare meeting agendas and carefully monitor action items. Plan and coordinate company meetings and presentations as well as travel arrangements for team members

  • Bank of America Greenwich Private Banking
    • Greenwich, CT
    • Senior Support Administrator
      • Jun 1988 - Nov 1996
      • Greenwich, CT

      Directed all administrative and project support efforts. Onboarded new hires and led junior support administrators. Conducted in-depth business-development research and compiled documents for loans and credit requests. Developed presentations and scheduled all executive-level meetings and travel. Conducted Home Equity Line of Credit closings. Researched client concerns or questions and resolved to ensure customer satisfaction. Updated client information in systems.

Education

  • Mahanttanville College
    Bachelor's degree, Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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