Jessica Montgomery, MBA in

Jessica Montgomery, MBA

Critic · DISC type C
Chief Financial Officer at Capital Advisors
📍 Tulsa, Oklahoma, 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.

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Experience
25 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Tulsa, Oklahoma, United States
Personality Overview

How Jessica shows up

Precise
ROI Driven
Critic

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Jessica cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2020
Chief Financial Officer
Capital Advisors
6-2015 - 12-2019
Vice President, Accounting
Capital Advisors
6-2001 - 5-2015
Strategic Marketing & Sales Professional
Hilti
7-1999 - 6-2001
Financial Controller
PSSI (Physician Support System Inc.)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2007
MBA
Oklahoma State University
1997 - 2001
International Business/ French
The University of Tulsa
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.

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