Rebecca Montes
Portfolio Manager at WestStar Bank- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Kelly Corbiere, CFA, CMT, CFP®
Rebecca has a clear aptitude FOR and interest IN finance & investments. She is resourceful, curious, and eager to learn and is one of the best team players I’ve known. I love how genuinely sincere she is and how committed she is to taking concrete steps to being successful in the business, including things like taking the CFA exam. She’s a natural leader and an engaging professional!
Kelly Corbiere, CFA, CMT, CFP®
Rebecca has a clear aptitude FOR and interest IN finance & investments. She is resourceful, curious, and eager to learn and is one of the best team players I’ve known. I love how genuinely sincere she is and how committed she is to taking concrete steps to being successful in the business, including things like taking the CFA exam. She’s a natural leader and an engaging professional!
Kelly Corbiere, CFA, CMT, CFP®
Rebecca has a clear aptitude FOR and interest IN finance & investments. She is resourceful, curious, and eager to learn and is one of the best team players I’ve known. I love how genuinely sincere she is and how committed she is to taking concrete steps to being successful in the business, including things like taking the CFA exam. She’s a natural leader and an engaging professional!
Kelly Corbiere, CFA, CMT, CFP®
Rebecca has a clear aptitude FOR and interest IN finance & investments. She is resourceful, curious, and eager to learn and is one of the best team players I’ve known. I love how genuinely sincere she is and how committed she is to taking concrete steps to being successful in the business, including things like taking the CFA exam. She’s a natural leader and an engaging professional!
Credentials
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Dare to Lead Trained
Dare to Lead™ TrainedJul, 2023- Sep, 2024
Experience
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WestStar Bank
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United States
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Banking
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100 - 200 Employee
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Portfolio Manager
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Jan 2023 - Present
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Edge Capital Group
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United States
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Financial Services
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1 - 100 Employee
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Associate - Client Specialist
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Aug 2017 - Dec 2022
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Investment Analyst
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Sep 2015 - Mar 2017
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Junior Treasury Analyst
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Jun 2014 - Mar 2015
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St. Mary's University
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Canada
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Higher Education
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Co-Portfolio Manager
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Jan 2014 - Jun 2014
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ALPFA, Inc - Association of Latino Professionals For America
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United States
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Civic and Social Organizations
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200 - 300 Employee
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Membership Director
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Jan 2014 - Jun 2014
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Education
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2010 - 2014
Bill Greehey School of Business - St. Mary's University
Bachelor of Business Administration (BBA), Corporate Finance -
2018 - 2018
Kaplan Schweser
CFA Level II Review Course -
2012 - 2012
American University
International Business
Community
