Greg Montagna in

Greg Montagna

Inquirer · DISC type cd
Managing Director at FMI
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
19 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Greg shows up

Hard To Convince
ROI Conscious
Demanding

They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Greg cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

9-2025
Managing Director
FMI
7-2023 - 8-2025
Managing Director
MIII Advisors
7-2022 - 11-2023
Managing Director
Truist
4-2020 - 7-2022
Managing Director
Piper Sandler
6-2019 - 4-2020
Managing Director
The Valence Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2004 - 2006
Masters in Business Administration
Indiana University Bloomington
2001 - 2004
Bachelor of Science in Business Administration
Indiana University - Kelley School of Business
1997 - 2001
Education details unavailable
Saint Jeanne De Lestonnac
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Greg. Free, 10 seconds.