Scott Montes in

Scott Montes

Examiner · DISC type cs
Chief Operating Officer and Chief Compliance Officer at Cloud Investments, LLC
📍 Huntsville, Alabama, 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
26 Years
Current Role
Chief Operating Officer and Chief Compliance Officer
Job Level
Leadership
Location
Huntsville, Alabama, United States
Personality Overview

How Scott shows up

Status Quo Seeker
Tough To Convince
Unexpressive

They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Scott cares about

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

Work history

1-2024
Chief Operating Officer and Chief Compliance Officer
Cloud Investments, LLC
6-2017 - 1-2024
Branch Office Supervisor
Keel Point, LLC
12-2011 - 6-2017
Senior Compliance Officer/Branch Examiner
ProEquities, Inc.
6-2001 - 10-2011
Regional Sales Manager
Sterne Agee
12-1999 - 6-2001
Financial Advisor
Securities America Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1996
Bachelor of Science (B.S.)
Auburn University
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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