Lourdes examines the unique needs and concerns of Montag to develop relevant practices and procedures for preparing business reports. This includes creating and maintaining efficient and secure systems for recording data and producing relevant documentation, and properly utilizing report data.
Prior to joining Montag in 2015, Lourdes spent 13 years at Northern Trust as an Investment Analyst and Senior Investment Associate.
Lourdes enjoys spending time with her family. She also enjoys baking, reading and hiking.
B.S. in Finance, Florida Atlantic University