Mason Gee-Montgomery

Associate Relationship Manager at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Series 6 and 63 licenses
    FINRA
    Dec, 2018
    - Oct, 2024

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Associate Relationship Manager
      • Nov 2021 - Present

  • EZ Wholesale Logistics
    • United States
    • Co-Founder & CEO
      • Oct 2021 - Present

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Risk Management
      • Nov 2019 - Nov 2021

  • Primerica
    • Jackson, Michigan Area
    • Senior Representative
      • Jan 2018 - May 2020

      Life Insurance and Financial Planning to ensure that you and your family are protected and financially free. Series 6 and 63 qualified. Life Insurance and Financial Planning to ensure that you and your family are protected and financially free. Series 6 and 63 qualified.

  • Cohen & Company
    • United States
    • Accounting
    • 700 & Above Employee
    • Investment Industry Services
      • Jun 2019 - Nov 2019

  • Gee Farms
    • Stockbridge, MI
    • Customer Service Manager
      • Apr 2015 - May 2019

  • Novogradac & Company LLP
    • United States
    • Accounting
    • 500 - 600 Employee
    • Audit Tax Intern
      • Jan 2019 - Apr 2019

Education

  • Weatherhead School of Management at Case Western Reserve University
    Accounting and Finance
    2017 - 2021

Community

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