Kim Montana - Email & Phone Number

Senior Vice President - Client Operations at Edelman Financial Engines

Kim Montana is based out of Greater Phoenix Area and works at Edelman Financial Engines as Senior Vice President - Client Operations.

Kim Montana's Contact Information

Latest update

October 19, 2025

Location

Greater Phoenix Area

Kim's current employer

Edelman Financial Engines

Description

Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.

Website

edelmanfinancialengines.com

HQ Location

Santa Clara, California, United States

Number of employees

1001-5000

Industry

Financial Services

Latest update

April 30, 2024

Read about Edelman Financial Engines

Frequent questions about Kim Montana

What company is Kim Montana working for?

Kim Montana works for Edelman Financial Engines.

What is Kim Montana's function at Edelman Financial Engines?

Kim Montana is Senior Vice President - Client Operations at Edelman Financial Engines.

Where is Kim Montana based?

Kim Montana is based out of Greater Phoenix Area.

Who are Kim Montana's co-workers?

Kim Montana's colleagues are Liz Dougherty, Larry Raffone, Jay Shah, Denitsa Balunis, Sandy Hogan, Ric Edelman, Jeffrey Whitmer, David Ankrom, Susan Ierardo, Jason Loo, Adam Berton, Lisa Johnston, Robert Serna, Tyler Tessier, Keith Kotfica, Brian Leslie, Harry Berman, Marilyn Gazard, Tom Kimberly, Jeff Suarez, Kurt Fauerbach, Brian McNamara, Ron Park, Tony Kirchhoefer, Sabina Duborg, David Pfister, Brad Maurer, Suzanne Staveren, Chris Thom, Christopher Jones, Gary Murphy, Chris Krznarich, Doug Clark, Chris Johnson.

Kim's co-workers

Liz Dougherty

Director, Office of the Chairman

Larry Raffone

President and Chief Executive Officer

Jay Shah

Chief Executive Officer

Denitsa Balunis

Head of Corporate Strategy & Corporate Development; Chief of Staff to the CEO

Sandy Hogan

Executive Assistant to President and CEO

Ric Edelman

Founder

Jeffrey Whitmer

Senior Vice President - Investments

David Ankrom

Vice President, Investor Services

Susan Ierardo

Executive Assistant to the CFO and COO, Edelman Financial Engines

Jason Loo

EVP, Head of Wealth Planning and Marketing

Adam Berton

Lisa Johnston

SVP, Head of Retail Marketing

Robert Serna

Digital Lead Coordinator

Tyler Tessier

VP, Workplace Strategy and Business Operations

Keith Kotfica

SVP - Head of Employee Planning

Brian Leslie

Senior Vice President, Financial Planning

Harry Berman

Senior Vice President - Financial Planning

Marilyn Gazard

Vice President, Head of Compensation

Tom Kimberly

EVP, Chief Product and Technology Officer

Jeff Suarez

Senior Vice President, Head of Product Engineering

Kurt Fauerbach

Senior Vice President, Workplace Distribution

Brian McNamara

Vice President - Associate General Counsel

Ron Park

VP of Engineering, Financial Algorithms & Technology

Tony Kirchhoefer

Divisional Vice President

Sabina Duborg

VP, Head of Procurement, Accounts Payable & Third-Party Vendor Risk Mgt

David Pfister

Cloud/Platform Architect

Brad Maurer

Senior Vice President - Financial Planning

Suzanne Staveren

Executive Vice President | Chief Financial Officer

Chris Thom

Divisional Vice President, Financial Planning

Christopher Jones

Chief Investment Officer, EVP Investment Management

Gary Murphy

Senior Vice President, Financial Planning

Chris Krznarich

Sr. Digital Lead Coordinator

Doug Clark

Senior Vice President - Financial Planning

Chris Johnson

CFO, Wealth Management

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