Helen Montana

Manager Account Administration at Wescott Financial Advisory Group, LLC

Helen Montana has accumulated extensive experience in account administration and customer service over several decades. Currently serving as a Suite Attendant for the Philadelphia Eagles and ARAMARK since August 2012, Helen ensures guests receive an exceptional sports and entertainment experience in a welcoming environment. Additionally, since May 1999, Helen has been the Manager of Account Administration at Wescott Financial Advisory Group, LLC, where responsibilities include overseeing administrative activities related to client custodians, managing account openings and transfers, and addressing client needs. Earlier career roles include Account Administrator at Smith Barney from October 1986 to May 1999 and Account Administrator at EF Hutton from 1984 to 1986.

Links

Previous companies

Morgan Stanley logo

Org chart


Teams

This person is not in any teams