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EXECUTIVE PROGRAMS
at The George Washington University School of Business
offered in partnership with the Zschool

Customer Experience Advisory Council Member Profile


John Montefalco

First Trust Portfolios
Vice President National Accounts - Business Development

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Areas of Expertise

Customer Experience Strategy, Principles of Customer ​Relationship Building
John Montefalco is a senior member on the National Accounts team for First Trust Portfolios, L.P. Since joining First Trust in 2014, Mr. Montefalco has worked in various capacities: wholesaling exchange traded funds, unit investment trusts, Close-end funds, structured investments, mutual funds, and variable annuities.                                                              

Mr. Montefalco has over 20 years of financial experience. Prior to joining First Trust, Mr. Montefalco worked for J.P. Morgan Chase & Co. and State Street Corporation.

Mr. Montefalco received his undergraduate degrees from Stonehill College, his Juris Doctorate from Quinnipiac University School of Law, and his Master in Business Administration from Boston University. He holds the Series 7 and 66 securities licenses and is trained in six sigma statistical methodology.  

Mr. Montefalco is currently responsible for 20+ national Account clients covering all products, solutions, and business growth of each strategic partner.

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712 H Street NE  #1530
Washington, D.C. 20002

Contact:

Kevin Kellbach
Title: Director, CLAI        
Phone: 202-313-7699   
Email: kellbach@gwu.edu  
Webpage: https://business.gwu.edu/kevin-kellbach

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  • Home
  • About Us
    • About GWSB
    • About zSchool
  • Our Programs
    • Design Thinking Certificate >
      • The DT Difference
      • Faculty and Leadership
      • Academic Overview
      • Upcoming Classes
      • Curriculum
      • In-Class Experience
      • Online Experience
    • Customer Experience Certificate >
      • The CX Difference
      • Faculty and Leadership
      • Academic Overview​
      • Upcoming Classes
      • Curriculum
      • In-Classroom Program
      • Online Program
      • Program Faq
      • Register Now
    • Transformative Leadership in Disruptive Times >
      • THE TLDT DIFFERENCE
      • Faculty & Leadership
      • Upcoming Classes
      • Curriculum
      • Register Now
    • Going Virtual Certificate >
      • The GV Difference
      • Academic Overview
      • Upcoming Classes
      • Curriculum
      • Live Virtual Class Experience
      • Online Experience
      • Register Now
    • Cybersecurity Certificate >
      • Cybersecurity Difference
      • Academic Overview
      • Upcoming Classes
      • Curriculum
      • In Class Experience
      • Online Experience
      • Program Faq
      • Register Now
    • Digital Marketing Certificate >
      • Digital Marketing Difference
      • Academic Overview
      • Faculty and Leadership
      • Upcoming Classes
      • Curriculum
      • In Class Experience
      • Online Experience
      • Register Now
  • Contact Us
    • Custom Programs