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Monterey Financial Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Monterey Financial Services has about 70 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (97%), India (1%) and Colombia (1%). Banking and Business Development make up 42% of the profiles with a known department. Monterey Financial Services's workforce spans 11 departments.

Find Monterey Financial Services employees' phone numbers or email addresses

Monterey Financial Services Global Highlights

Location
Employees

North America
74

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  • United States Of America
    74

Asia
1

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  • India
    1

South America
1

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  • Colombia
    1

North America accounts for 97% of Monterey Financial Services's workforce, followed by Asia (1%) and South America (1%).

Monterey Financial Services's Leadership

  • Vice President Of Client And Support Services, Compliance Officer at Monterey Financial Services
    L. P.
    Vice President Of Client And Support Services, Compliance Officer
    Mobile Phone
  • Head Of Artificial Intelligence at Monterey Financial Services
    C. W.
    Head Of Artificial Intelligence
    Mobile Phone
  • Owner at Monterey Financial Services
    K. H.
    Owner
    Mobile Phone
  • Advisor at Monterey Financial Services
    Z. P.
    Advisor
    Mobile Phone
  • Nuclear Power & Management Consultant at Monterey Financial Services
    J. D.
    Nuclear Power & Management Consultant
    Mobile Phone

Monterey Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Accounting
  • Business
  • Finance
  • Other
  • Sales

Banking is the largest department at 23% of profiles with a known department, followed by Business Development (19%) and Sales (16%).

Contact profiles from Monterey Financial Services

Name
Title
Contact
Location
Last Update
  • Owner at Monterey Financial Services
    K. H.
    Owner
    Mobile Phone
    United States, Florida
    Oct 17, 2025
  • Head Of Artificial Intelligence at Monterey Financial Services
    C. W.
    Head Of Artificial Intelligence
    Mobile Phone
    United States, Georgia
    Apr 16, 2026
  • Vice President Of Client And Support Services, Compliance Officer at Monterey Financial Services
    L. P.
    Vice President Of Client And Support Services, Compliance Officer
    Mobile Phone
    United States
    Jun 01, 2026
  • Advisor at Monterey Financial Services
    Z. P.
    Advisor
    Mobile Phone
    United States, Kentucky
    Jun 19, 2026
  • Nuclear Power & Management Consultant at Monterey Financial Services
    J. D.
    Nuclear Power & Management Consultant
    Mobile Phone
    United States, South Carolina
    Oct 21, 2025

Frequently Asked Questions

What are the largest departments at Monterey Financial Services?

Minus sign iconPlus sign iconBanking is the largest department at 23% of profiles with a known department, followed by Business Development (19%) and Sales (16%). Monterey Financial Services's workforce spans 11 departments.

Where are Monterey Financial Services's employees located?

Minus sign iconPlus sign iconMonterey Financial Services has about 70 employees across 3 continents, most of them in North America. North America accounts for 97% of Monterey Financial Services's workforce, followed by Asia (1%) and South America (1%). By country, the largest groups are United States Of America (97%), India (1%) and Colombia (1%).

How many employees does Monterey Financial Services have currently?

Minus sign iconPlus sign iconMonterey Financial Services has approximately 70 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and South America.

Who are Monterey Financial Services's key employees and leadership?

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As of October 2026, Monterey Financial Services's key employees include:

  • Vice President Of Client And Support Services, Compliance Officer: L. P.
  • Head Of Artificial Intelligence: C. W.
  • Owner: K. H.
  • Advisor: Z. P.
  • Nuclear Power & Management Consultant: J. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Monterey Financial Services's most common email format?

Minus sign iconPlus sign iconMonterey Financial Services employees' email format typically follows the pattern of FLast@montereyfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Monterey Financial Services email formats with LeadIQ.

What is Monterey Financial Services known for?

Minus sign iconPlus sign iconMonterey Financial Services was founded in 1990 and operates in the Financial Services industry. Explore Monterey Financial Services's company overview page for more information.

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