Paul Monti

Paul Monti has extensive experience in financial services and customer relations, currently serving as a Senior New Business Associate at Shoemaker Financial since October 2011, overseeing the processing of various financial products including insurance and annuities. Prior roles include Claims Processor at SpherionAccredo Pharmacy, where responsibilities involved validating patient insurance benefits, and Account Services - Processor II at FTN Financial, focusing on compliance and account accuracy. Early career positions included Ticket Center Clerk at National Bank of Commerce Capital Markets and Mutual Fund Clerk at Morgan Keegan, emphasizing client relations and data management. Paul Monti holds a Bachelor of Business Administration in Finance from The University of Memphis, earned between 1983 and 1988.