Julia Montgomery, CGBP

Trade Data Specialist at Descartes Datamyne
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • Spanish -
  • Italian Elementary proficiency

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Dorian Zwierewicz

Julia is one of the few individuals that makes others happy to show up to work each day. I had the pleasure of working with Julia for several years, where we regularly consulted with our small business clients. Julia has an expert ability to grow and cultivate morale among colleagues, dedication to getting projects done in tight deadlines, and extensive knowledge of international trade. She's the type of person you wish that you get to work with again in the future.

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Credentials

  • Post-Crisis Leadership Certificate
    USF Corporate Training and Professional Education
    Jul, 2020
    - Nov, 2024
  • Certified Global Business Professional
    NASBITE International
  • Supply Chain Logistics Certificate
    University of West Florida

Experience

    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Trade Data Specialist
      • Dec 2021 - Present

      As a Trade Data Specialist for Descartes, I assist clients in the navigation and usage of trade data to enhance and support business development. Specifically, I work with clients that are utilizing the Datamyne database, a global business intelligence tool that allows our clientele to leverage the power of global import and export trade data to identify leads, perform competitor analyses, identify supply chain solutions, etc. As a Trade Data Specialist for Descartes, I assist clients in the navigation and usage of trade data to enhance and support business development. Specifically, I work with clients that are utilizing the Datamyne database, a global business intelligence tool that allows our clientele to leverage the power of global import and export trade data to identify leads, perform competitor analyses, identify supply chain solutions, etc.

    • United States
    • Strategic Management Services
    • 1 - 100 Employee
    • Board Member - Social Media Task Team Lead
      • Apr 2020 - Present

    • United States
    • International Trade and Development
    • Member - Social Media Subcommittee Lead
      • Jan 2020 - Present

      Assists District Export Council with networking, marketing, membership, workshop development, and development of new programs. Assists District Export Council with networking, marketing, membership, workshop development, and development of new programs.

  • Florida SBDC at UNF
    • Jacksonville, FL
    • International Trade Specialist, Assistant Director Research Programs and Services
      • Aug 2018 - Jan 2022

    • International Trade Specialist
      • Aug 2014 - Aug 2018

      As an International Trade Specialist with the Small Business Development Center I work with small businesses in Northwest Florida that are interested in growing and diversifying their enterprises through international trade. Through one-on-one consulting, market research, and operations/financial analysis I am able to provide tailor-made business solutions to my clients. I also work with other SBDC consultants and outside partners to provide comprehensive export marketing plans to clients wishing to engage in international sales. Another important aspect of my position is engaging in outreach programs, workshops, and networking events in order to be easily accessible to the small businesses in the area, and also to inform them about the great services that the SBDC offers at no cost to them. Show less

  • Tulsa Gold and Gems Inc
    • Tulsa, Oklahoma Area
    • Loan Department Manager, Bilingual Collateral Loan Specialist
      • Jun 2011 - Aug 2014

      Responsible for cash flow management including the physical counting of high sums of money to be distributed through registers, as well as the performance of accounting functions to keep a detailed daily balance sheet and a loan activity report • Enter daily loan report information into a master excel spreadsheet for trend observation and auditing purposes • Act as direct liaison between loan department employees, buying department, and upper management (Report to upper management regarding employee progression, loan department activity, and to propose suggestions to increase departmental efficiency and report to loan department employees to relay information from upper management regarding changes in policy, scheduling revisions, and pawn industry updates) • Responsible for the correct cataloging and organization of loan/finance paperwork and collateral items as per state and federal pawn regulations and standards. • Manage collateral items carefully in a secure environment as well as prepare daily default reports for delinquent loans • Serve as the loan department lead diamond professional (Trained with GIA through e-courses and long-distance lab classes to receive their esteemed "Graduate Diamonds" degree) • Intervene in highly sensitive phone calls and confrontational front window encounters between employees and customers. • Spanish/English bilingual team member • Serve as an alternate for the month-end inventory audit • Responsible for closing procedures including the locking of safes and doors; proper storage of collateral items, cash registers, and data storage devices; and the general tidiness of the loan department Show less

    • United States
    • Government Administration
    • 700 & Above Employee
    • Student Intern
      • Jul 2010 - Jan 2011

      • Prepared oil and gas communitization agreements for adjudication • Promptly catalogued, recorded, and dispersed time-sensitive documents for various departments • Acted as a liaison between operators, geologists, engineers, and other BLM professionals • Entered data and information into the Indian and federal Automated Fluid Mineral Support System • Prepared oil and gas communitization agreements for adjudication • Promptly catalogued, recorded, and dispersed time-sensitive documents for various departments • Acted as a liaison between operators, geologists, engineers, and other BLM professionals • Entered data and information into the Indian and federal Automated Fluid Mineral Support System

    • United States
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Sep 2010 - Dec 2010

      • Translated social science research for policy makers and consumers regarding the challenges facing Latino immigrants in Oklahoma • Prepared press releases and fact sheets to be distributed to the Oklahoma public • Met with professionals from the field of Human Development and Family Science to discuss various social issues affecting at-risk youth in the state of Oklahoma • Translated social science research for policy makers and consumers regarding the challenges facing Latino immigrants in Oklahoma • Prepared press releases and fact sheets to be distributed to the Oklahoma public • Met with professionals from the field of Human Development and Family Science to discuss various social issues affecting at-risk youth in the state of Oklahoma

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Assistant
      • Sep 2009 - May 2010

      Transcribed valuable recorded information from historical proceedings related to the Department of International Studies • Aided in the coordination and management of events at the Wes Watkins Center • Facilitated the receptions for key-note speakers such as Condoleeza Rice • Acted as a liaison between peer advisors, department directors, and student exchange advisors at the Study Abroad Office • Set up appointments, attended office meetings, and received potential Study Abroad participants • Advised students interested in Study Abroad about the open-mindedness and flexibility needed for a successful experience abroad Show less

  • Arkansas State University
    • Jonesboro, Arkansas
    • Student Tutor
      • Aug 2008 - May 2009

      -Tutored several students of varying disciplines -Arranged meetings for educational instruction and the review of academic progress -Kept records of time spent with each student and objectively gauged the amount of effort and time put in by each -Reported back to Student Support Services personnel to submit and discuss each student's academic profile -Tutored several students of varying disciplines -Arranged meetings for educational instruction and the review of academic progress -Kept records of time spent with each student and objectively gauged the amount of effort and time put in by each -Reported back to Student Support Services personnel to submit and discuss each student's academic profile

  • Brookland Public Schools
    • Brookland, Arkansas
    • Esl Tutor
      • Aug 2008 - May 2009

      -Tutored recently-immigrated Hispanic students in several subjects -Acted as a liaison between non-English speaking parents and non-Spanish speaking teachers -Mentored students at a critical age on the importance of getting an education and staying in school -Encouraged students to pursue a college education after graduating high school -Tutored recently-immigrated Hispanic students in several subjects -Acted as a liaison between non-English speaking parents and non-Spanish speaking teachers -Mentored students at a critical age on the importance of getting an education and staying in school -Encouraged students to pursue a college education after graduating high school

    • Receptionist/File Clerk
      • Jun 2006 - Jun 2007

      -Facilitated the processing of new patients and acted as a liaison between clients and medical staff -Managed medical files and processed medical record requests from patients and physicians in a timely manner and in accordance with HIPAA regulations -Was responsible for the setting up of appointments, the sending out of patient reminders, and the organization involved in client scheduling -Facilitated the processing of new patients and acted as a liaison between clients and medical staff -Managed medical files and processed medical record requests from patients and physicians in a timely manner and in accordance with HIPAA regulations -Was responsible for the setting up of appointments, the sending out of patient reminders, and the organization involved in client scheduling

  • Milner Owyoung Insurance
    • Mcgehee, Arkansas
    • Receptionist/File Clerk
      • May 2005 - Aug 2005

      -Reorganized client information into an orderly, easily-accessed filing system -Received clients and performed front office duties such as mail room activities, copying documents, and processing paperwork -Answered phone calls and allocated customer inquiries to various staff members -Traveled to several locations to document the condition, location, and general characteristics of insured entities -Reorganized client information into an orderly, easily-accessed filing system -Received clients and performed front office duties such as mail room activities, copying documents, and processing paperwork -Answered phone calls and allocated customer inquiries to various staff members -Traveled to several locations to document the condition, location, and general characteristics of insured entities

Education

  • Oklahoma State University
    M.S. International Studies, International/Global Studies
    2009 - 2011
  • Arkansas State University
    B.S. International Business
    2005 - 2009
  • Gemological Institute of America
    Graduate Diamonds Degree

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