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George Montgomery, CFA, FRM

George Montgomery, CFA, FRM

Corporate Finance Analyst

Followers of George Montgomery, CFA, FRM1000 followers
location of George Montgomery, CFA, FRMGreater Philadelphia

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  • Timeline

  • About me

    President at Montgomery Investment Technology, Inc.

  • Education

    • Radnor High School

      -

    • University of California, Berkeley - Walter A. Haas School of Business

      1983 - 1985
      Master of Business Administration (MBA) Finance

    • Drexel University

      1973 - 1977
      B.S. Finance and Accounting

      Mga Aktibidad at Samahan:Lambda Chi Alpha President and Treasurer

  • Experience

    • Matson Navigation Company

      Jan 1978 - Jan 1983
      Corporate Finance Analyst

      Capital Budgeting AnalystFixed Income Portfolio Manager

    • Bank of America

      Jan 1984 - Jan 1987
      Fixed Income Specialist

      Fixed Income Securities Specialist

    • Montgomery Investment Technology, Inc.

      Jan 1988 - now
      Derivative Valuation Specialist

      George Montgomery is president of Montgomery Investment Technology, Inc. of Cinnaminson, New Jersey, a firm that specializes in the valuation of option and derivative securities. MITI delivers software applications, valuation consulting services and training seminars.FinTools® software is offered for pricing options, exotic options, fixed income securities, and for managing portfolio risk. Option Tracker and FAS123 Toolkit are software solutions for employee stock option administration, valuation, and financial reporting.Share-Based Payment valuation services cover employee stock options, total shareholder return awards and performance price targets. Mas kaunti

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Financial Risk Manager (FRM)

      Global Association of Risk Professionals