United States

Nelly Montoya

Director, Financial Services Senior Analyst

Areas of focus: Financial Services

ABOUT NELLY

In May 2020, Nelly was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast, and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Nelly’s focus is on the financial services industry.

Summary of experience

Nelly specializes in providing organizational performance change management services. In this role, she partners with sponsors and stakeholders as a change management professional, leveraging over nine years of experience working with national and international clients.

Before joining the San Francisco office, Nelly spent three years in London as a member of RSM US’s global expatriate program. As a member of the expatriate program, Nelly assisted in delivering the RSM client experience globally by improving cross-border communications, executing global engagements, and building trust and working relationships throughout the UK and EU.

Professional Affiliations and Credentials

  • Changefirst Practitioner PCI Certification
  • Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Illinois Society of Certified Public Accountants

Education

  • Bachelor of Science, accountancy, with honors, Gies College of Business, University of Illinois Urbana-Champaign
  • Fintech Programme, Saïd Business School, University of Oxford

recent perspectives

Boom times in private equity

INSIGHT ARTICLE

Boom times in private equity

Private equity deal activity is on pace for its best year on record, and deal activity in the middle market leads the way.

SPACs and direct listings are reshaping the capital markets

INSIGHT ARTICLE

SPACs and direct listings are reshaping the capital markets

The volume and dollar value of public listings went on a tear last year as private companies took advantage of a bullish stock market.

What Brexit means for financial services

INSIGHT ARTICLE

What Brexit means for financial services

Brexit was signed on Dec. 31, bringing some degree of resolution but leaving many questions for the financial services industry.

INSIGHT ARTICLE

Amid pandemic and social unrest, companies can make lasting change

In the midst of pandemic and social unrest, companies can make lasting change. This commitment is facing perhaps its greatest test yet.

Financial services industry outlook

INSIGHT ARTICLE

Financial services industry outlook

Our summer financial services outlook focuses on bank branch strategies, solar financing, “buy now, pay later,” investment trends and more.

HOW CAN WE HELP YOU?

To discuss how our team can help your business, contact us by phone 800-274-3978.


CONTACT NELLY

+1 415 848 5379
Nelly.Montoya@rsmus.com
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