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Mark Montgomery, CFA, CPA

Mark Montgomery, CFA, CPA

Accountant

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location of Mark Montgomery, CFA, CPAGreater Philadelphia

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  • Timeline

  • About me

    Chief Financial & Risk Officer at The American College of Financial Services

  • Education

    • Neumann College

      1999 - 2002
      BS Accounting

      Activities and Societies: Ice Hockey

    • Wilmington University

      2002 - 2004
      MBA Business

  • Experience

    • Martin T. Sarkees Corporation

      Jan 2002 - Jun 2002
      Accountant

    • Citigroup

      Jul 2002 - Nov 2016

      Funding Manager & Treasurer - Delaware-based Holding Companies

      • SVP, Corporate Treasury

        Feb 2010 - Nov 2016

      • Controller, Financial Reporting / Global Consolidations

        Jan 2006 - Feb 2010

      • Senior Accountant, Financial Reporting Operations

        Jul 2002 - Jan 2006

    • The American College of Financial Services

      Nov 2016 - now

      • Chief Financial & Risk Officer

        May 2020 - now

      • Deputy Chief Financial & Risk Officer

        Jan 2018 - May 2020

      • VP & Treasurer

        Nov 2016 - Jan 2018

  • Licenses & Certifications

    • CFA Charterholder

    • CPA

      Delaware Division of Professional Regulation
      Sept 2013