Summary
Overview
Work History
Education
Skills
Websites
Certification
Additional Information
Timeline
Generic

Greg Montague

Swedesboro,NJ

Summary

Dynamic Retirement Plan Account Manager with a proven track record at Vanguard, excelling in client engagement and strategic retirement planning. Expert in utilizing digital tools for virtual account management, delivering tailored solutions that enhance client satisfaction and drive results. Skilled in financial software and adept at leading remote teams to achieve operational excellence.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Retirement Plan (401k) Account Manager

INFOSYS
01.2020 - Current
  • Manage client relationships for a $7B retirement plan, supporting over 50,000 participants.
  • Lead strategic consultations to identify client needs and deliver tailored retirement solutions.
  • Utilize digital tools to ensure efficient, seamless account management in a fully remote environment.

Retirement Plan (401k) Account Manager

Vanguard
01.2017 - 01.2020
  • Directed high-value portfolios, focusing on strategic retirement planning and investment guidance.
  • Produced financial reports and insights to support long-term financial decision-making.

Supervisor

Vanguard
01.2012 - 01.2017
  • Oversaw daily operations, driving productivity, service quality, and policy compliance.
  • Trained and managed employees to ensure high service standards and operational success.

Client Service Associate

Vanguard
01.2003 - 01.2012
  • Supported High-Net-Worth clients with transaction processing and account servicing.
  • Delivered top-tier customer service in a fast-paced inbound call center environment.

Education

Master of Business Administration (MBA) -

Penn State University – Smeal College of Business

Bachelor of Science - Business Administration – Business Management

Bloomsburg University of Pennsylvania

Skills

  • Remote Financial Consulting
  • Client Engagement
  • Digital Communication
  • Virtual Account Management
  • Retirement Planning Strategies
  • Investment Advisory
  • CRM
  • Financial Software
  • Dayforce
  • QuickBooks
  • Microsoft Office Suite
  • Virtual Team Leadership
  • Training Facilitation
  • Client Needs Assessment
  • Strategic Problem Solving

Websites

Certification

  • Qualified 401(k) Administrator (QKA), ASPPA
  • Investment and Risk Management Training

Additional Information

Over 20 years of experience in retirement planning, investment services, and client advisory roles., Skilled in remote consulting, financial strategy, and digital client servicing., Open to diverse work-from-home opportunities in financial services and consulting.

Timeline

Retirement Plan (401k) Account Manager

INFOSYS
01.2020 - Current

Retirement Plan (401k) Account Manager

Vanguard
01.2017 - 01.2020

Supervisor

Vanguard
01.2012 - 01.2017

Client Service Associate

Vanguard
01.2003 - 01.2012

Master of Business Administration (MBA) -

Penn State University – Smeal College of Business

Bachelor of Science - Business Administration – Business Management

Bloomsburg University of Pennsylvania

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