Peter Montoya is a seasoned Financial Services industry veteran with nearly 15 years of experience. Since launching his Marketing Firm in 1997, he has ...
- Delivered over 1,500 presentations to Financial Professionals across the country.
- Developed more than 5,000 custom marketing plans.
- Authored three best-selling books.
- Logged over 1 million miles with United Airlines.
Peter travels more than 120 days each year to meet with his clients, their Broker/Dealers, conduct seminars and deliver presentations. He is passionate about the success of his clients and continually seeks to provide new ways for them to increase their business.
It was Peter who saw the need for and began development of the valuable resources within MarketingLibrary. It began with the idea that Financial Professionals should have ready access to high-impact, compliance-reviewed marketing materials. What started out as an idea has grown into a highly praised and utilized marketing system that now includes compliance interaction, direct mail capabilities, full-color prospecting pieces, document imaging and more.
Along with his team of seasoned copywriters, designers, programmers, consultants and client service specialists - Peter continues to develop new technologies and ideas to help Financial Professionals save time, improve client satisfaction and increase their bottom lines.
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