Susan Montgomery
Kingwood,TX
Summary
Proactive and enthusiastic business professional with high integrity, strong work ethic, and great leadership skills. Meticulous and resourceful Operations Manager with a proven track record of enhancing overall business performance through effective leadership and innovative problem-solving. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Eager to contribute to a dynamic team and support organizational goals.
Overview
18
18
years of professional experience
Work History
Director of Operations
Abacus Financial Strategies, LLC
Houston, TX
06.2025 - Current
- Assess and evaluate business procedures, and implement structure to ensure alignment with strategic objectives.
- Establish operational guidelines, and identify opportunities for improvement.
Client Service Manager
Linscomb Wealth
Houston, TX
01.2021 - 06.2025
- Managed a team of nine client service associates across three locations, overseeing daily operations and team engagement with clients.
- Developed best practices, recruited and trained new teammates, designed team career path, and performed ongoing team capacity planning.
- Evaluated individual performance to identify opportunities for improvement and facilitated learning opportunities for team growth and development.
- Collaborated with other departments to resolve complex customer issues.
Client Service Associate
Linscomb Wealth
Houston, TX
04.2011 - 01.2021
- Served as primary point of contact for clients and handled day-to-day requests including money movements, asset transfers, RMDs, charitable gifting, and estate settlements. Worked with wealth advisors to onboard new clients.
Financial Consultant, Retirement Benefits Group
Equitable Advisors
Austin, TX
06.2009 - 04.2011
- Established a client base of over 200 individuals (primarily K-12 educators).
- Provided investment advice and recommended customized strategies to address retirement savings and risk management needs.
Retirement Plan Services Representative
Charles Schwab
Austin, TX
01.2008 - 10.2009
- Assisted 401(k) participants with account inquiries and transaction requests.
- Promoted to Team Lead; handled escalated calls and trained new hires.
Education
Bachelor of Arts - Economics
The University of Texas
Austin12-2007
Skills
- Microsoft Office Suite (Advanced)
- Salesforce and Tamarac
- Schwab Advisor Center
- Fidelity Wealthscape
- Verbal and written communication
- Attention to detail
Timeline
Director of Operations
Abacus Financial Strategies, LLC
06.2025 - Current
Client Service Manager
Linscomb Wealth
01.2021 - 06.2025
Client Service Associate
Linscomb Wealth
04.2011 - 01.2021
Financial Consultant, Retirement Benefits Group
Equitable Advisors
06.2009 - 04.2011
Retirement Plan Services Representative
Charles Schwab
01.2008 - 10.2009
Bachelor of Arts - Economics
The University of Texas